- Sales Order Management
- Sales prices and Discounts
- Customer Service Features
- Purchase Order Management
- Requisition Management
- Item Charges
- Order Promising
- Returns Management
- Assembly Management
- Analysis and Reporting
1. Sales Order Management
- The Order Processor Role Center
- Set Up Sales Order Management - Part 1
- Set Up Sales Order Management - Part 2
- Manage Sales Transactions - Part 1
- Manage Sales Transactions - Part 2
- Manage Sales Transactions - Part 3
- Item Reservation
- Posting Orders
- Drop Shipments
2. Sales prices and Discounts
- Set Up Sales Prices
- Use Sales Prices
- Practice: Manage Sales Prices
- Maintain Sales Prices
- Sales Line Discounts
- Invoice Discounts
- Allow and, or Disallow Discounts
3. Customer Service Features
- Item Substitutions
- Item Cross References
- Set Up and Create Nonstock Items
4 Purchase Order Management
- Purchasing Agent Role Center
- Purchase Order Management Setup
- Manage Purchase Transactions
- Purchase Prices
- Invoice and Line Discounts
5. Requisition Management
- Requisition Management Setup
- Requisition Worksheet - Part 1
- Requisition Worksheet - Part 2
- Planning Parameters - Part 1
- Planning Parameters - Part 2
- Additional Worksheet Features
6. Item Charges
- Item Charges Setup
- Purchase Item Charges
- Sales Item Charges
7. Order Promising
- Sales Order Promising Key Concepts
- Order Promising Setup
- Sales Order Promising Definitions and Calculations
- Promising Sales Order Delivery
- Purchase Order Promising Definitions and Calculations
- Estimating Purchase Order Receipts
- Estimate Transfer Order Receipt
- Calendars
8. Returns Management
- Returns Management Setup
- Manage Customer Returns - Part 1
- Manage Returns to Vendors
9. Assembly Management
- Assembly Management
- Assembly Setup
- Assembly Items and Assembly Bill of Materials
- Assemble to Order - Part 1
- Assemble to Order - Part 2
- Assemble to Order - Part 3
- Reservations
- Selling ATO Items and Inventory Items Together
- Assemble-to-Order Shipments
10. Analysis and Reporting
- Sales and Purchase Budgets
- Analysis Views and Reports
- Display Analysis Reports as a Chart
- Analysis by Dimensions