Event Talus - Training starts on April 19, 2021 at 8:30:00 AM CDT
Sales - Follow Up
5/3/21, 9:30 AM - 5/3/21, 11:00 AM (EDT) (1 hour 30 minutes)

Sales - Follow Up
Kyle Robinson [email protected]



Video Recording


-Sales Orders
-Where/how will customer orders come in?
-Input of sales orders (Attached are 2 examples that would generally be sent
via email. Thought it might be helpful to have and maybe you could "preload"
the inventory beforehand).
-Application of discounts
-Process for backorders

-Customer Setup
-Adding a new Customer/Vendor
-Adding a new Ship-to Location

-Vendor Bills
-Input AP bill (aside from landed costs example, I'll cover that with Sue
separately at a later time)
-Process payment (cut checks/bill pay process)