Talus - Training
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Accounting 1 - Best Practices
Done
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Accounting 5 - Advanced Accounting
Kyle RobinsonDone
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Website 2 - E-commerce
Kyle RobinsonDone
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Inventory 1 & 2 - Products / Stock Levels
Done
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Documents - Best Practices
Kyle RobinsonDone
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Purchase 1 - Purchase Orders
Done
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Admin 1 - Users & Permissions
Kyle RobinsonDone
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Inventory 2 & 3 - Stock Movement
Done
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CRM 1 - CRM & Sale Concepts
Done
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Accounting 2, 3, 4 - Tax / AP / AR
Kyle RobinsonDone
Sales - Follow Up
5/3/21, 8:30 AM
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5/3/21, 10:00 AM
(America/Chicago)
(1 hour 30 minutes)
Video Recording
-Sales Orders
-Where/how will customer orders come in?
-Input of sales orders (Attached are 2 examples that would generally be sent
via email. Thought it might be helpful to have and maybe you could "preload"
the inventory beforehand).
-Application of discounts
-Process for backorders
-Customer Setup
-Adding a new Customer/Vendor
-Adding a new Ship-to Location
-Vendor Bills
-Input AP bill (aside from landed costs example, I'll cover that with Sue
separately at a later time)
-Process payment (cut checks/bill pay process)