Sales Management Training Class

Sales Management is a planned series of activities at every stage of your sales pipeline used as a roadmap for moving the sale forward. Our training class follows this roadmap from customer creation via the Customer Relationship Management module through Accounts Receivable Invoice processing.

Setup

• Customer
• Price List
• Part
• Miscellaneous Charge
• Terms

General Operations

• Order Entry
• Customer Tracker
• Earnings
• AR Invoice Tracker
• Job Tracker

Reports

• Sales Order Backlog
• Sales Order On Hold
• Sales Picklist
• Scheduled Shipments