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OnlineTraining- Interprise Suite Session 8

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• Creating Custom Reports







OnlineTraining- Interprise Suite Session 1
Overview
 
CRM Module:
• Convert Lead to a Customer & Opportunity
• Convert Prospect to Customer
• Activity Types & Calendar Dashboard
• Cases and Case Dashboard
• Opportunities linked to Quote and Opportunity Dashboard
• Target List
• Campaigns & Wave Types


$ 395.00 inc GST

OnlineTraining- Interprise Suite Session 2
Customer Module:
• Quotes
• Order
• Invoice
• Receipt
• Sales Commission
• Credit Memo
• Recurring Transactions
 
Supplier Module:
• Requisition
• Purchase Order – new order, auto generated order
• GRN
• Bill
• Debit Note
• Supplier Payment


$ 395.00 inc GST

OnlineTraining- Interprise Suite Session 3
Accounting Module:
• Journals
• Prepayments
• Bad Debt Provision
• Bad Debt Write off
• Journal templates
• Multicurrency Revaluation
• Stock Revaluation
• Chart of Account & Printing Options
• Month End & Year End
 
Banking Module:
• Bank Payment
• Bank Receipt
• Fund Transfer
• Petty Cash Payment
• Bank Reconciliation


$ 395.00 inc GST

OnlineTraining- Interprise Suite Session 4
• Warehouses
• Stock Adjustment
• Stock Take
• Internal Movement
• Item View
• Assembly
• Profit Analysis
• Business Intelligence


$ 395.00 inc GST

OnlineTraining- Interprise Suite Session 5
• Maintain Company Information, Contact Setup and System User
• New Company Wizard and Company Checklist
• Importing Records
• Help Manager
• Plugin Manager
• System Audit Trail
• Exception Logs
• System Manager Setup Items
• System Manager Module Reports
• System Manager Business Intelligence


$ 395.00 inc GST

OnlineTraining- Interprise Suite Session 6
OnlineTraining- Interprise Suite Session 6

$ 395.00 inc GST

OnlineTraining- Interprise Suite Session 7
• Understanding the Report Dashboard
• Modifying Existing Report Properties using the Report Designer


$ 395.00 inc GST
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