Receiving a Payment Last but not least, we will discuss the crucial step of receiving payment from the customer. We will guide you through the necessary processes, including invoicing and payment processing. To receive payment from a customer, you can access the main KPI screen and click on “Order to Invoice”. Then, you can select […]
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Shipping a Sales Order: The shipping process involves delivering the products or services to the customer. We will cover the necessary steps, including any required documentation and tracking information. To ship your sales order, you can start by accessing the KPI on the main screen and clicking on “Orders to Ship”. Alternatively, you can access […]
Procuring a Sales Order Now, let’s move on to the procurement process, which involves obtaining the products or services included in the sales order. We will guide you through the necessary steps, including any required approvals and negotiations. To begin the procurement process, you can access the sales order from either your sales order page […]
Process Overview Welcome to our process overview where our aim is to familiarize you with the entire process flow, from creating a quote to receiving a payment for a sales order. In this lesson, we will delve into various aspects of the sales process, including creating a quote, sales orders, procurement, shipping, and payments. By […]
Creating a sales order Let’s move on to creating a sales order, which is a crucial step in the sales process. We will guide you through the entire process of creating a sales order, including the necessary information that needs to be entered and any relevant documents that should be attached to it. To create […]
Cycle count Cycle counting is a method of inventory management in which a small portion of a company’s inventory is counted and recorded on a regular basis, rather than counting the entire inventory at once. There are two types of inventory, Buy to stock and Make to stock.
Items Obviously we would need something to sell. The items module lets you create products to manufacture and sell. An item can be a raw material for your final product or something to assemble.
Departments and Work Centers A key feature in our software is divnisioning various departments and work areas or hubs. You will need to input the necessary information such as the names of the departments and work centers, their respective locations, and any relevant details about their capabilities and capacity constraints. The following video will touch […]
Suppliers Vendors provide resources to complete orders. Setting up a vendor is easy and can be associated with various metrics. Including groups and regions to name a few.
Customers Getting started begins with adding clients. These are the key components of the CRM and ties all modules together. Clients are attached to order and sales opportunities. This short video will provide a brief overview.