Sales Order, Remote, and Accounts Receivable

POMeSYS Host: Sales Order and Accounts Receivable, and POMeSYS Remote

In this webinar, we cover the basics of using POMeSYS-Host’s SO, AR, and Remote modules. We cover the following topics:

1. Adding and editing items and customers
2. Maintaining remote product catalog for customers’ use
3. Creating and editing recurring order and order template files
4. How customers enter and edit wholesale orders based on order files
5. How customers edit recurring order files
6. Generating recurring orders
7. Editing and entering orders
8. Importing orders from the Remote module to the Host module
9. Overview of creating production reports from orders
10. Printing and emailing orders to customers
11. Make after delivery adjustments to orders
12. Converting orders to invoices
13. How customers initiate RMAs
14. How customers view and pay open invoices
15. How customers view statements
16. Reporting wastage [for your own outlets]
17. Viewing and managing accounts receivable
18. Printing/emailing invoices and statements
19. Entering check or cash payments
20. Charging credit cards on file
21. Apply payments and credits
22. Viewing Sales Analysis reports