Counter Sales Training Programme
Written by Ian Oldrey
Updated at October 17th, 2023
User Interface Training
- Dashboard KPIs
- Activity Timeline
- Global Search and banner controls
- Account settings
- Contact, product & order views
Customer, Suppliers & Contacts
- Customer view & edit
- Create new quick cash customer
- Create full customer account
- Contact create, view & edit
Sales Orders – Making Sales
- Using the basket
- Raising quotes
- Allocating orders
- Negotiating line prices and order values
- Bulk orders
- Managing order stock sources
- Dispatching and supplying orders
- Finding previous orders
- Copying orders
- Cancelling Orders
- Raising Draft Credit Notes
- Raising Cash Sale Credits