Events & Training

Infusion Navigation and Operation Customer, Set up and Enquiry How to avoid Duplicated Customers Merging Customer Accounts

Manage Invoice Screen, Processing Customer Invoices, Locating Invoices, Credit and Recharging and Manage Quotes.

Supplier, Set up and Enquiry, Manage Purchase Order Screen, Understanding Purchase Orders, Creation and Receipt of Purchase Orders, Supplier Non Stock Invoices and Purchase Order Reports.

Products, Set up and Enquiry, How Do I Change a Product to Track Serial Numbers, Identifying Allocated Stock, What are Kitsets and Invoicing a Kitset.

Stocktake, Before, during and after, Update Stock to the General Ledger, Serial Tracked Products Stocktaking

Contact Management, Customer Management, Finance Charges, Credit Management, Printing Statements, Electronic Marketing

Sales Analysis Reporting, Customer and Product, Management Console, Charts, Graphs and KPI, Bulk Supplier Payments, Analysis and Understanding, Deferred Payments – Customers, Deferred Payments - Suppliers

Supplier Pricebooks, Product Pricing Management, Latest vs Average, Margin vs Markup, Superseded Products, Inactive Products, Reviewing Product Setup, Consignment Stock, Purchase Order - Auto Order Based on Sales, Purchase Order – Auto Order based on Min Max

Stocktake, Before, during and after, Update Stock to the General Ledger, Serial Tracked Products Stocktaking

Understanding the GL Code Transaction Journals Financial Reporting

General Ledger Budgets Cashflow Forecasting

Cashbook Payments Receipts Direct Credit Export Importing Bank Transactions Bank Reconciliation GST Reports Cashbook Utilities

Advanced Admin Functions Re-Index Data Check / Repair Data Files Queued Emails Email Defaults Manage Menu Groups Staff Security System Reports Verification Report Partially Posted Report Financial Audit Check Deleting Layouts Month End Processes

Looking at Defaults and Settings. Defaults, what these mean. System Defaults Lockout Dates Financial Defaults Settings control the Types, Groups and Methods that are available.