Sales

Sales

Tips and Tricks

Training Material Printouts

Initial Exercises

Basic Data and Requirements

Commission Receivers--BDR

Commission Receivers--Exercises

Commission Receiver Groups--BDR

Commission Receiver Groups--Exercises

Customer--Exercises

Customer Stat. Groups--BDR

Customer Stat. Groups--Exercises

Discount Groups--BDR

Discount Groups--Eercises

Credit Control Groups--BDR

Credit Control Groups--Exercises

Districts--Exercises

Markets--Exercises

Milestone Templates--BDR

Milestone Templates--Exercises

Order Types--BDR

Order Types--Exercises

Print Codes--BDR

Print Codes--Exercises

Regions--Exercises

Sales Charge Groups--BDR

Sales Charge Groups--Exercises

Sales Charge Types--BDR

Sales Charge Types--Exercises

Sales Discount Types--BDR

Sales Discount Types--Exercises

Sales Groups--BDR

Sales Groups--Exercises

Salesmen--Exercises

Sales Price Groups--BDR

Sales Price Groups--Exercises

Sales Part--Introduction

Sales Part--BDR

Sales Part--Exercises

Serial Shipping Container Code (SSCC)--BDR

Serial Shipping Container Code (SSCC)--Exercises

Non-Inventory Sales Part--BDR

Non-Inventory Sales Part--Exercises

Package Part--BDR

Package Part--Exercises

Sales Quotation

Sales Quotation--Introduction

Setting Up Sales Quotation--BDR

Setting Up Sales Quotation--Exercises

Managing Sales Quotation--Key

Managing Sales Quotation--Exercises

Adding Complementary Parts

Adding Complementary Parts--Exercises

Managing Sales Charges/Landed Costs

Managing Sales Charges/Landed Costs--Exercises

Customer Order

Customer Order--Introduction

Entering Customer Orders--Key

Entering Customer Orders--Exercises

Managing Addresses

Managing Addresses--Exercises

Managing Delivery Addresses--Exercises

Managing Delivery Addresses and Delivery Info--Exercises

Managing Sales Charges/Landed Costs

Managing Sales Charges/Landed Costs--Exercises

Managing Discounts on Order Line

Managing Discounts on Order Line--Exercises

Managing Delivery Lead Time

Managing Delivery Lead Time--Exercises

Handling Credit Control

Handling Credit Control--Exercises

Using Cross-Reference Sales Part Data

Using Cross-Reference Sales Part Data--Exercises

Printing Pro Forma Invoice

Printing Pro Forma Invoice--Exercises

Entering Preposting for a Customer Order

Using Create Customer Wizard

Using Create Customer Wizard--Exercises

Using Customer Order Template

Using Customer Order Template--Exercises

Adding Complementary Parts

Adding Complementary Parts--Exercises

Substituting Sales Parts

Substituting Sales Parts--Exercises

Service Request--Introduction

Pricing

Pricing--Introduction

Managing Customer Agreements--Key

Managing Customer Agreements--Exercises

Managing Campaigns--Key

Managing Campaigns--Exercises

Using Pack Size Discounts/Charges--Key

Using Pack Size Discounts/Charges--Exercises

Creating Part Based Price Lists--Key

Creating Part Based Price Lists--Exercises

Maintaining Part Based Price Lists

Maintaining Part Based Price Lists--Exercises

Creating Unit Based Price Lists

Creating Unit Based Price Lists--Exercises

Retrieving Prices and Discounts

Retrieving Prices and Discounts--Exercises

Creating Customer Hierarchy

Creating Customer Hierarchy--Exercises

Using Customer Hierarchy and Single Discount Method

Using Customer Hierarchy and Single Discount Method--Exercises

Using Customer Hierarchy and Multiple Discount Method

Using Customer Hierarchy and Multiple Discount Method--Exercises

Using Order Discount

Using Order Discount--Exercices

Manage Sales Promotions

Manage Sales Promotions--Exercices

Managing Customer Rebates

Managing Customer Rebates--Exercises

Setting Up CTO Pricing--BDR

Setting Up CTO Pricing--Exercises

Calculating CTO Prices

Calculating CTO Prices--Exercises

Planning Delivery Dates

Analyzing Availability

Analyzing Availability--Exercises

Capability Check--Introduction

Performing Level 1 Master Scheduling--Key

Performing Level 1 Master Scheduling--Exercises

Managing Delivery Lead Time

Managing Delivery Lead Time--Exercises

Setting Up Supply Chain Parameters For Trading--Introduction

Supply Chain Part Group--BDR

Supply Chain Part Group--Exercises

Setting Up Site-to-Site Supply Chain Parameters for Trading--BDR

Setting Up Site-to-Site Supply Chain Parameters for Trading--Exercises

Setting Up Site to Customer Supply Chain Parameters for Trading--BDR

Setting Up Site to Customer Supply Chain Parameters for Trading--Exercises

Setting Up Supplier to Customer Supply Chain Parameters for Trading--BDR

Setting Up Supplier to Customer Supply Chain Parameters for Trading--Exercises

Sales Charges / Landed Costs

Managing Sales Charges/Landed Costs--Key

Managing Sales Charges/Landed Costs--Exercises

Order Routes

Using Route Planning/Booking Proposals--Key

Using Route Planning/Booking Proposals--Exercises

Freight

Freight Map and Freight Price List

Freight Map and Freight Price List--Exercises

Managing Freight Charges at Shipment

Managing Freight Charges at Shipment--Exercises

Managing Freight Charges at Sales Quotation

Managing Freight Charges at Sales Quotation--Exercises

Managing Freight Charges at Customer Order

Managing Freight Charges at Customer Order--Exercises

Reservations

Reservations--Introduction

Managing Reservations--Key

Managing Reservations--Exercises

Managing Supply Site Reservations

Setting Up Supply Site Reservations--Exercises

Managing Supply Site Reservations--Exercises

Handling Shortages

Handling Shortages--Exercises

Customer Invoicing

Customer Order Invoices--Introduction

Invoicing Customer Orders--Key

Invoicing Customer Orders--Exercises

Creating Credit Notes and Correction Invoices--Key

Creating Credit Notes and Correction Invoices--Exercises

Self-Billing--Introduction

Managing Self-Billing--Key

Managing Self-Billing--Exercises

Creating Staged Billing--Key

Creating Staged Billing--Exercises

Creating Staged Billing together with Milestone

Creating Staged Billing together with Milestone--Exercises

Handling Prepayment Based Invoice--Key

Handling Prepayment Based Invoice--Exercises

Advance Invoicing--Key

Advance Invoices and Advance Invoice Payments--Key Exercises

Create Shipment Invoice--Key

Create Shipment Invoice--Exercises

VAT / Sales Tax

VAT--Introduction

Managing VAT--Key

Managing VAT--Exercises

Managing Sales Tax--Key

Managing Sales Tax--Exercises

Intrastat

Managing Intrastat Reporting--Key

Managing Intrastat Reporting--Exercises

Milestones

Entering Milestones--Key

Entering Milestones--Exercises

Sales Commissions

Using Commissions--Key

Using Commissions--Exercises

Serial and Lot/Batch Numbers

Handling Serial and Lot/Batch Numbering--Key

Managing Serial Reservations--Key

Managing Serial Reservations--Exercises

Condition Codes

Condition Codes--Introduction

Setting Up Sales Parts With Condition Codes

Setting Up Sales Parts With Condition Codes--Exercises

Setting Up Condition Code Pricing

Setting Up Condition Code Pricing--Exercises

Using Condition Codes in Sales

Using Condition Codes in Sales--Exercises

Consignment Stock

Consignment Stock--Introduction

Setting Up Consignment Stock--BDR

Setting Up Consignment Stock--Exercises

Using Consignment Stock at Customer's Warehouse--Key

Using Consignment Stock at Customer's Warehouse--Exercises

Customer Owned Stock

Part Ownership--Introduction

Using Customer Part Acquisition Values--Key

Using Customer Part Acquisition Values--Exercises

Warranties

Managing Customer Warranties--Key

Managing Customer Warranties--Exercises

Configure to Order

CTO in Distribution--Introduction

Setting Up Configured Parts in Distribution--BDR

Setting Up Configured Parts in Distribution--Exercises

Using Configured Parts in Customer Order--Key

Using Configured Parts in Customer Order--Exercises

Setting Up CTO Pricing--BDR

Setting Up CTO Pricing--Exercises

Calculating CTO Price

Calculating CTO Price--Exercises

Multi-Site

Multi-Site--Introduction

Capability Check--Introduction

Using Capability Check--Exercises

Using Multi-Site Ordering--Key

Using Multi-Site Ordering--Exercises

Using Inter-Site Profitability

Using Inter-site Profitability--Exercises

Sourcing

Sourcing--Introduction

Setting Up Sourcing Rules--BDR

Setting Up Sourcing Rules--Exercises

Using Automatic Sourcing

Using Automatic Sourcing--Exercises

Using Manual Sourcing

Using Manual Sourcing--Exercises

Supply Pegging

Creating and Modifying Supply Pegging

Creating and Modifying Supply Pegging--Exercises

Multiple Unit of Measure

Multiple Unit of Measure--Key

Multiple Unit of Measure--Exercises

Postings

Posting Controls--Introduction

Financial Transactions in Customer Order--Introduction

EDI/MHS

EDI/MHS--Introduction

Handling Incoming Customer Order

Handling Incoming Change Request

Handling Price Catalog Messages

Follow-Up and Analysis

Performing Queries/Analysis

Performing Queries/Analysis--Exercises