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Videos tagged with "Beginner"

Basic fields on the Customer relevant for the Sales Department

Frequently used fields and Calculated fields on the Customer relevant for the Sales Department

Frequently used Action buttons on the Customer Card relevant for the Sales Department

How to create Sales Items

Customer Sales prices for Items

Creating Sales Quote

Printing Sales Quote

Sending Sales Quote by email

Creating Sales Orders

Tabs on the Sales Order Header

Fields to always enter on a Sales Order Headers and Lines

Fields automatically filled out that can be changed on the Sales Order Header

Fields frequently updated on the Sales Order Header

Frequently used Action buttons on the Sales Order

The dates on Sales Order header

Fields automatically filled out that can be changed on the Sales Order Lines

Fields often updated on the Sales Order Lines

Printing Sales Orders

Ordering by email

Special Orders

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