Sales

Sales

Tips and Tricks

Training Material Printouts

Initial Exercises

Basic Data and Requirements

Commission Receivers—BDR

Commission Receivers—Exercises

Commission Receiver Groups—BDR

Commission Receiver Groups—Exercises

Customer—Exercises

Customer Stat. Groups—BDR

Customer Stat. Groups—Exercises

Discount Groups—BDR

Discount Groups—Eercises

Credit Control Groups—BDR

Credit Control Groups—Exercises

Districts—BDR

Districts—Exercises

Markets—Exercises

Milestone Templates—BDR

Milestone Templates—Exercises

Order Types—BDR

Order Types—Exercises

Shipment Types—BDR

Shipment Types—Exercises

Print Codes—BDR

Print Codes—Exercises

Regions—Exercises

Sales Charge Groups—BDR

Sales Charge Groups—Exercises

Sales Charge Types—BDR

Sales Charge Types—Exercises

Sales Discount Types—BDR

Sales Discount Types—Exercises

Sales Groups—BDR

Sales Groups—Exercises

Salesmen—Exercises

Sales Price Groups—BDR

Sales Price Groups—Exercises

Sales Part—Introduction

Sales Part—BDR

Sales Part—Exercises

Serial Shipping Container Code (SSCC)—BDR

Serial Shipping Container Code (SSCC)—Exercises

Non-Inventory Sales Part—BDR

Non-Inventory Sales Part—Exercises

Package Part—BDR

Package Part—Exercises

Sales Quotation

Sales Quotation—Introduction

Setting Up Sales Quotation—BDR

Setting Up Sales Quotation—Exercises

Managing Sales Quotation—Key

Managing Sales Quotation—Exercises

Adding Complementary Parts

Adding Complementary Parts—Exercises

Managing Sales Charges/Landed Costs

Managing Sales Charges/Landed Costs—Exercises

Customer Order

Customer Order—Introduction

Entering Customer Orders—Key

Entering Customer Orders—Exercises

Managing Addresses

Managing Addresses—Exercises

Managing Delivery Addresses—Exercises

Managing Delivery Addresses and Delivery Info—Exercises

Managing Sales Charges/Landed Costs

Managing Sales Charges/Landed Costs—Exercises

Managing Discounts on Order Line

Managing Discounts on Order Line—Exercises

Managing Delivery Lead Time

Managing Delivery Lead Time—Exercises

Handling Credit Control

Handling Credit Control—Exercises

Using Cross-Reference Sales Part Data

Using Cross-Reference Sales Part Data—Exercises

Printing Pro Forma Invoice

Printing Pro Forma Invoice—Exercises

Entering Preposting for a Customer Order

Using Create Customer Wizard

Using Create Customer Wizard—Exercises

Using Customer Order Template

Using Customer Order Template—Exercises

Adding Complementary Parts

Adding Complementary Parts—Exercises

Substituting Sales Parts

Substituting Sales Parts—Exercises

Service Request—Introduction

Pricing

Pricing—Introduction

Managing Customer Agreements—Key

Managing Customer Agreements—Exercises

Managing Campaigns—Key

Managing Campaigns—Exercises

Using Pack Size Discounts/Charges—Key

Using Pack Size Discounts/Charges—Exercises

Creating Part Based Price Lists—Key

Creating Part Based Price Lists—Exercises

Maintaining Part Based Price Lists

Maintaining Part Based Price Lists—Exercises

Creating Unit Based Price Lists

Creating Unit Based Price Lists—Exercises

Retrieving Prices and Discounts

Retrieving Prices and Discounts—Exercises

Creating Customer Hierarchy

Creating Customer Hierarchy—Exercises

Using Customer Hierarchy and Single Discount Method

Using Customer Hierarchy and Single Discount Method—Exercises

Using Customer Hierarchy and Multiple Discount Method

Using Customer Hierarchy and Multiple Discount Method—Exercises

Using Order Discount

Using Order Discount—Exercices

Manage Sales Promotions

Manage Sales Promotions—Exercices

Managing Customer Rebates

Managing Customer Rebates—Exercises

Setting Up CTO Pricing—BDR

Setting Up CTO Pricing—Exercises

Calculating CTO Prices

Calculating CTO Prices—Exercises

Planning Delivery Dates

Analyzing Availability

Analyzing Availability—Exercises

Capability Check—Introduction

Performing Level 1 Master Scheduling—Key

Performing Level 1 Master Scheduling—Exercises

Managing Delivery Lead Time

Managing Delivery Lead Time—Exercises

Setting Up Supply Chain Parameters For Trading—Introduction

Supply Chain Part Group—BDR

Supply Chain Part Group—Exercises

Setting Up Site-to-Site Supply Chain Parameters for Trading—BDR

Setting Up Site-to-Site Supply Chain Parameters for Trading—Exercises

Setting Up Site to Customer Supply Chain Parameters for Trading—BDR

Setting Up Site to Customer Supply Chain Parameters for Trading—Exercises

Setting Up Supplier to Customer Supply Chain Parameters for Trading—BDR

Setting Up Supplier to Customer Supply Chain Parameters for Trading—Exercises

Sales Charges / Landed Costs

Managing Sales Charges/Landed Costs—Key

Managing Sales Charges/Landed Costs—Exercises

Order Routes

Using Route Planning/Booking Proposals—Key

Using Route Planning/Booking Proposals—Exercises

Freight

Freight Map and Freight Price List

Freight Map and Freight Price List—Exercises

Managing Freight Charges at Shipment

Managing Freight Charges at Shipment—Exercises

Managing Freight Charges at Sales Quotation

Managing Freight Charges at Sales Quotation—Exercises

Managing Freight Charges at Customer Order

Managing Freight Charges at Customer Order—Exercises

Reservations

Reservations—Introduction

Managing Reservations—Key

Managing Reservations—Exercises

Managing Supply Site Reservations

Setting Up Supply Site Reservations—Exercises

Managing Supply Site Reservations—Exercises

Handling Shortages

Handling Shortages—Exercises

Customer Invoicing

Customer Order Invoices—Introduction

Invoicing Customer Orders—Key

Invoicing Customer Orders—Exercises

Creating Credit Notes and Correction Invoices—Key

Creating Credit Notes and Correction Invoices—Exercises

Self-Billing—Introduction

Managing Self-Billing—Key

Managing Self-Billing—Exercises

Creating Staged Billing—Key

Creating Staged Billing—Exercises

Creating Staged Billing together with Milestone

Creating Staged Billing together with Milestone—Exercises

Handling Prepayment Based Invoice—Key

Handling Prepayment Based Invoice—Exercises

Advance Invoicing—Key

Advance Invoices and Advance Invoice Payments—Key Exercises

Create Shipment Invoice—Key

Create Shipment Invoice—Exercises

VAT / Sales Tax

VAT—Introduction

Managing VAT—Key

Managing VAT—Exercises

Managing Sales Tax—Key

Managing Sales Tax—Exercises

Intrastat

Managing Intrastat Reporting—Key

Managing Intrastat Reporting—Exercises

Milestones

Entering Milestones—Key

Entering Milestones—Exercises

Sales Commissions

Using Commissions—Key

Using Commissions—Exercises

Serial and Lot/Batch Numbers

Handling Serial and Lot/Batch Numbering—Key

Managing Serial Reservations—Key

Managing Serial Reservations—Exercises

Condition Codes

Condition Codes—Introduction

Setting Up Sales Parts With Condition Codes

Setting Up Sales Parts With Condition Codes—Exercises

Setting Up Condition Code Pricing

Setting Up Condition Code Pricing—Exercises

Using Condition Codes in Sales

Using Condition Codes in Sales—Exercises

Consignment Stock

Consignment Stock—Introduction

Setting Up Consignment Stock—BDR

Setting Up Consignment Stock—Exercises

Using Consignment Stock at Customer's Warehouse—Key

Using Consignment Stock at Customer's Warehouse—Exercises

Customer Owned Stock

Part Ownership—Introduction

Using Customer Part Acquisition Values—Key

Using Customer Part Acquisition Values—Exercises

Warranties

Managing Customer Warranties—Key

Managing Customer Warranties—Exercises

Configure to Order

CTO in Distribution—Introduction

Setting Up Configured Parts in Distribution—BDR

Setting Up Configured Parts in Distribution—Exercises

Using Configured Parts in Customer Order—Key

Using Configured Parts in Customer Order—Exercises

Setting Up CTO Pricing—BDR

Setting Up CTO Pricing—Exercises

Calculating CTO Price

Calculating CTO Price—Exercises

Multi-Site

Multi-Site—Introduction

Capability Check—Introduction

Using Capability Check—Exercises

Using Multi-Site Ordering—Key

Using Multi-Site Ordering—Exercises

Using Inter-Site Profitability

Using Inter-site Profitability—Exercises

Sourcing

Sourcing—Introduction

Setting Up Sourcing Rules—BDR

Setting Up Sourcing Rules—Exercises

Using Automatic Sourcing

Using Automatic Sourcing—Exercises

Using Manual Sourcing

Using Manual Sourcing—Exercises

Supply Pegging

Creating and Modifying Supply Pegging

Creating and Modifying Supply Pegging—Exercises

Multiple Unit of Measure

Multiple Unit of Measure—Key

Multiple Unit of Measure—Exercises

Postings

Posting Controls—Introduction

Financial Transactions in Customer Order—Introduction

EDI/MHS

EDI/MHS—Introduction

Handling Incoming Customer Order

Handling Incoming Change Request

Handling Price Catalog Messages

Follow-Up and Analysis

Performing Queries/Analysis

Performing Queries/Analysis—Exercises