Solution ERP

Customers and Sales

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About Course

In this course, we will cover how to manage your customers from creating sales orders to tracking when a customer has made full payment. We will also discuss how Sales will link to the inventory module, which was covered in the previous course. We will also talk about advanced features like sales returns and credit notes.

Course Outcome:
After you complete this course, you should be able to create, manage, and have full control over your customers. You will be able to find all transactions for a specific customer, generate sales reports, and know which reports to use for each specific use case.

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What Will You Learn

  • Adding and Managing Customers
  • Import/Export Customers by Excel
  • Sales Groups & Credit Status Setup
  • Sales Types/Persons/Areas
  • Sales Quotation Entry
  • Sales Order Entry
  • Sales Delivery Note
  • Sales Invoice
  • Prepaid and template sales
  • Customer Payments
  • Customer Credit Notes
  • Allocate Customer Payments
  • Sales and Customer inquiry screen
  • Sales and Customer reports

Course Content

Sales Module Setup
In this topic we will cover the setup procedure of sales module and how to correctly setup the sales module to be able to manage your customers.

  • Adding and Managing Customers
    00:00
  • Import/Export Customers by Excel
    00:00
  • Sales Groups & Credit Status Setup
    00:00
  • Sales Types/Persons/Areas
    00:00

Sales Transactions
In this topic we will cover the sales transactions and the different ways we can interact with our customers in Solution ERP.

Sales and Customer Reports
In this topic we will cover how we can extract our sales and customer reports in Solution EPR for accurate and proper follow up of our sales.