Sales Order, Remote, and Accounts Receivable
Wed May 6, 2020
9:00 am PDT - 10:00 am PDT
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:
- Adding and editing items and customers
- Maintaining remote product catalog for customers’ use
- Creating and editing recurring order and order template files
- How customers enter and edit wholesale orders based on order files
- How customers edit recurring order files
- Generating recurring orders
- Editing and entering orders
- Importing orders from the Remote module to the Host module
- Overview of creating production reports from orders
- Printing and emailing orders to customers
- Make after delivery adjustments to orders
- Converting orders to invoices
- How customers initiate RMAs
- How customers view and pay open invoices
- How customers view statements
- Reporting wastage [for your own outlets]
- Viewing and managing accounts receivable
- Printing/emailing invoices and statements
- Entering check or cash payments
- Charging credit cards on file
- Apply payments and credits
- Viewing Sales Analysis reports
BOOKING FORM
Bookings are closed for this event.