Course curriculum
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Step 1 : Create Vendor
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Step 2 : Create Model Code
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Step 3 : Create Whole Goods Purchase Order
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Step 4 : Create Goods Receipt
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Step 5 : Create Goods Return to Vendor
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Your Turn: Buying Equipment
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Step 1 : Create Customer
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Step 2 : Add Customer Equipment Card for Trade-In
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Step 3 : Create Wholegoods Sales Quote with Trade-In
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Step 4 : Create Wholegoods Sales Order with Trade-In
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Step 5 : Receive Deposit on Sales Order and Auto-Create Down Payment Invoice
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Step 6 : Create Delivery
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Step 7 : Create A/R Invoice
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Step 8 : Receive Incoming Payment
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Step 9 : Create Wholegoods Return and A/R Credit Memo
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Your Turn: Selling Equipment
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Step 1 : Create Inventory Cycle Count Schedule
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Step 2 : Perform Cycle Count Stock Take
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Your Turn: Managing Inventory
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Step 1 : Create Customer-Specific Discounts
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Step 2 : Setup Period and Volume Discounts
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Your Turn: Managing Discounts
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About this course
- Free
- 22 lessons
- 1 hour of video content