Sun5.4/Sun6 Sales Management End Users

 

Duration: ½ Day - scheduled on demand

 

Prerequisite: No prior knowledge is assumed. An understanding of sales procedures is desirable.

 

Who should attend: Any users who are responsible for raising sales orders, and invoices for an organisation.

 

What you will learn: At the completion of this training session participants will be competent in the following:

  • Navigate around SunSystems
  • Understand the sales process flow
  • Create and maintain customers
  • Create and maintain item codes
  • Raise a Sales Order
  • Generate an Invoice
  • Print Invoices

 

Course Content - Sales Management - End Users for SunSystems v5.4 & v6



Introduction & Overview

  • Working with the SunSystems user interface
  • Overview of SunSystems Order Fulfilment
  • The Sales Order Processing Cycle
  • The Sales cycle stages


Maintaining Items & Customers

  • Creating new customers in SunSystems
  • Creating new items for use in Sales Management

Processing Sales Orders

  • Raising general sales orders
  • Acknowledging orders in a batch
  • Generating invoices using Sales Order Entry
  • Generating invoices using Control Desk
  • Generating a credit note
  • Defining Sales Consolidation Groups
  • Using Scheduled Orders
  • Using Recover failed postings

 

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