Simple Sale A Simple Sale

The goal of this course is to illustrate the procedures that take place during a typical retail sale in your Business Management Software, with a spotlight on the corresponding accounting and data collection that occurs automatically.


Skill Level: Beginner

Accounts Payable and Disbursements Accounts Payable and Cash Disbursements

Skill Level: Beginner

Accounts Receivable Accounts Receivable and Cash Receipts

Skill Level: Beginner

Sales Processing Sales Processing - Quote & Orders

This course will train you on the sales process within RollMaster. At the end of this course, you will be able to do the following:

-Add a new customer
-Create a quote
-Convert a quote to an order
-Create an order
-Add lines to a quote or order
-Add a customer deposit
-Bundle items together
-Make pricing changes / reprice a job
-Upload E-documents
-View inventory associated with a job
-View and print job cost detail
Course Duration in Hours: 1
Skill Level: Beginner

Purchasing / Receiving / Inventory Purchasing and Receiving

Skill Level: Beginner

Installation and Installer Payments Installation and Installer Payments

Skill Level: Beginner

Invoicing ERP Invoicing

Skill Level: Beginner

Accounting Procedures ERP Accounting Procedure

Skill Level: Beginner

A Simple Sale A Simple Sale

The goal of this course is to illustrate the procedures that take place during a typical retail sale in your Business Management Software, with a spotlight on the corresponding accounting and data collection that occurs automatically.

Skill Level: Beginner