*New Employee System Five Overview
A member of our Professional Services Team will provide a high-level overview of the software, followed by a functional overview of the area most relevant to their new role.
You can choose one of the following functional overviews for your new employee:
○Invoicing for Sales/Service Staff
•Invoice types & sub-types
•Special order process
•Item/invoice discounts
•Applying price schedules
○Purchasing
•Create a PO
•Receive a PO
•Using Required orders to drive replenishment
○Inventory/Warehouse
•Searching inventory items
•Stock allocations
•Walk through of an item from purchase to customer delivery
○Accounting
•Income Statement and how it represents profit based on category
•How liability posting is linked to inventory
•Journal entries
•Reporting basics
This is delivered in one scheduled 2-hour session.
Expiry Date: 2 months from the invoice date, extensions can be purchased.
You can choose one of the following functional overviews for your new employee:
○Invoicing for Sales/Service Staff
•Invoice types & sub-types
•Special order process
•Item/invoice discounts
•Applying price schedules
○Purchasing
•Create a PO
•Receive a PO
•Using Required orders to drive replenishment
○Inventory/Warehouse
•Searching inventory items
•Stock allocations
•Walk through of an item from purchase to customer delivery
○Accounting
•Income Statement and how it represents profit based on category
•How liability posting is linked to inventory
•Journal entries
•Reporting basics
This is delivered in one scheduled 2-hour session.
Expiry Date: 2 months from the invoice date, extensions can be purchased.