Course Overview
This Digital Learning course provides you with the knowledge and skills to handle the purchase, sale, and return of inventory. You will learn how to manage sales and purchase transactions, including prices and discounts, item charges and order promising. Requisition management will be covered, as well as returns management and customer service features. This course also demonstrates how to set up sales and purchase analysis reports, including budgets and dimensions.
Course Outline
Module 00: Introduction
Module 01: Sales Order Management
Module 02: Sales Prices and Discounts
Module 03: Customer Service Features
Module 04: Purchase Order Management
Module 05: Requisition Management
Module 06: Item Charges
Module 07: Order Promising
Module 08: Returns Management
Module 09: Assembly Management
Module 10: Analysis and Reporting
Course Objectives
The Order Processor Role Center
Set Up Sales Order Management
Manage Sales Transactions
Item Reservations and Posting Orders
Drop Shipments
Sales Prices
Sales Line Discounts
Discounts
Item Substitutions
Item Cross References
Nonstock Items
Purchasing Agent Role Center
Purchase Order Management Setup
Requisition Management Setup
Planning Parameters
Item Charges Setup
Purchase Item Charges
Sales Item Charges
Order Promising Setup
Promising Sales Order Delivery
Estimating Purchase Order Receipts
Estimate Transfer Order Receipt
Returns Management Setup
Customer Returns
Manage Returns to Vendors
Assemble to Order
Reservations
Assemble-to-order Shipment
Sales and Purchase Budgets
Analysis views and Reports
Pre-requisites
General knowledge of Microsoft Windows
General knowledge of Microsoft Office