Sales - Follow Up
5/3/21, 8:30 AM - 5/3/21, 10:00 AM (America/Chicago) (1 hour 30 minutes)
Sales - Follow Up
Kyle Robinson
Kyle Robinson

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)