Course curriculum

  • 1

    Course Introduction

    • Welcome to Advanced Bootcamp

    • Before we begin...

    • Introducing this course and the Sales Orders Workspace
  • 2

    Sales Order Preferences

    • Sales Order Preferences

    • Order Types

    • Shipping Zones

    • Shipping Terms

    • Ship via Codes

    • FOB Points

    • Quick Quiz on Sales Order Preferences
  • 3

    Sales Order Profiles

    • Customers

    • Sales Prices

  • 4

    Sales Order Transactions

    • Sales Orders - QT Type (Quote)

    • Sales Orders - SO & SA Types (Sales Order and Sales Order with Allocation)

    • Sales Orders - IN Type (Invoice)

    • Sales Orders - CS Type (Cash Sale)

    • Sales Orders - CR Type (Cash Return)

    • Sales Orders - RC Type (Return for Credit)

    • Sales Orders - RM Type (Merchandise Authorisation Return)

    • Sales Orders - RR Type (Return with Replacement)

    • Sales Orders - TR Type (Transfer)

    • Shipments

    • Shipment Transfer

    • Invoices

    • Payments and Applications

    • Quick Quiz on Sales Order Transactions
  • 5

    Sales Order Processes

    • Process Orders

    • Process Shipments

    • Process Invoices and Memos

    • Create Transfer Orders

    • Print / Email Orders

    • Quick Quiz on Sales Order Processes
  • 6

    Sales Order Inquiries

    • Customer Details

    • Sales Profitability Analysis

    • Sales Orders and Quotes

    • Quick Quiz on Sales Order Inquiries
  • 7

    Sales Order Printed Forms

    • Sales Orders

    • Quote

    • Invoices & Memo

    • Pick List

    • Pick List - Confirm All

    • Shipment Confirmation

    • Carrier Labels

    • Quick Quiz on Sales Order Printed Forms
  • 8

    Sales Order Reports

    • Sales Order Summary

    • Sales Order Details by Customer

    • Sales Order Details by Inventory Item

    • Order Register

    • Shipment Summary

    • Shipment Details by Customer

    • Shipment Details by Inventory Item

    • Shipment Register

    • Daily Sales Profitablity

    • Sales Profitability by Customer Class and Customer

    • Sales Profitability by Customer and Order

    • Sales Profitability by Item and Order

    • Sales Profitability by Item Class and Item

    • Quick Quiz on Sales Order Reports
  • 9

    Next steps

    • Congrats! Here's what's next...

    • Before you go...