SIM151: Sales Order Processing

SIM151: Sales Order Processing

Duration: Two Days
Attendees: Maximum four people.
Pre-requisites: Basic understanding invoicing and GST requirements; understanding of company business processes.
Where: On site at your premises or at Simplicity Training Centre Auckland
Cost: On Site Australia or NZ $2,400 per person minimum 2, At Simplicity Training Centre $1,800 per person minimum 2, , Webex $2,400 per person minimum 2.
What you can expect to learn: Set up and manage products/stock. Create orders and invoicing. Update and create customer records

Includes:

  • Overview of Simplicity Toolbar and Entities
    • Familiarisation with person/organisation records
    • Updating and/or adding new customers
  • Products / Stock
    • Add/edit/remove products
    • Controlling product pricing
    • Controlling stock availability
  • Order
    • Create/edit/remove orders
  • Invoicing
    • Creation and confirmation
      • Including cancellation process
      • Altering an invoice after creation
    • Previewing invoices
    • Printing/emailing processes
    • Invoice payment
Australia - New Zealand