Course curriculum

    1. Intro to Sales Orders

    2. Understanding Sales Channels

    3. Lifecycle of Sales Orders

    4. Fulfillment Strategies

    1. Creating a Draft Sales Order

    2. Reasons to Edit Draft Sales Order

    3. Editing Draft Sales Orders

    4. Confirming Sales Orders

    5. Processing Sales Orders

    6. Modifying Processed Sales Orders

    1. Importing a Draft Sales Order

    2. Importing Multiple Sales Orders

    1. Intro to Price Lists and Promotions

    2. "Product" Price Lists

    3. "Formula" Price Lists

    4. Quantity-based Price Breaks

    5. Application of Price Lists - Overview

    6. Price List on Sales Channels

    7. Price List on Customers

    8. Price List on Sales Order

    9. Setting Up Promotions

    10. Applying Promotions to Sales Orders

    1. Product, Contact, and Channel Settings

    2. Key Product Configurations

    3. Key Contact Configurations

    4. Key Channel Configurations

    1. Entering AR Payments

About this course

  • Free
  • 32 lessons
  • 0 hours of video content

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