Course curriculum

    1. SalesBoard Overview

    2. SalesDocs Overview

    3. Understanding the Interface

    4. Templates - The basics

    5. Customer Actions

    6. Document Header

    7. Adding / Editing and Selecting Customers

    8. Adding Items to the SalesDoc & and Overview of Products/Decorations/Additional Costs

    9. Add Products to the SalesDoc

    10. Add Decorations to the SalesDoc

    11. Add Additional Costs & Setup Costs to the SalesDoc

    12. Pricing modes - Roll-Up/Itemise Decoration or Additional Cost Pricing

    13. Pricing modes - Variant Pricing / Averaged Pricing (inc invoicing)

    14. Averaged Pricing of Product

    15. Unit Price

    16. Understanding Groups

    17. Adding SAGE Products to SalesDocs

    18. Terms & Totals

    19. Revenue Summaries

    20. Autosave & Drafts

    21. BackTrack

    22. Images

    23. MUST WATCH!! - Templates - End of course recap

    24. Rounding Settings

    25. Create a Job From a SalesDoc

About this course

  • Free
  • 25 lessons
  • 1.5 hours of video content

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