Managing Customers
- Customer Cards
- Registering Customers
- Sales Codes
LAB: Working with Customers
Sales Quotes and Orders
- Creating Sales Quotes
- Sending Sales Quotes to Customers
- Converting a Sales Quote to an Order
- Converting a Sales Quote to an Invoice
- Working with Catalogue Items
- Sales Prices and Line Discounts
LAB: Exploring Quotes and Orders
Invoices and Payments
- Sales Invoices
- Selling Products
- Registering Payments
- Returns and Cancellations
LAB: Exploring Invoice and Payments
Reporting and Intelligence
- Reports
- Excel
- Artificial Intelligence
LAB: Sales Reports and Intelligence
Customizing the Environment
- Creating customizations using the Client Designer
LAB: Using the Client Designer
