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Course Description

This Online Learning course provides you with the knowledge and skills to handle the use case of a Sales Quote to Invoice process flow. You will learn how to setup a new customer, process a Sales Quote to send to the customer and converting the quote to an order. The course will also cover shipping and invoicing the order from the system.

Course Learning Objectives

The Learning Objectives for this course are as follows:

• Setup and maintain Customer records
• Create a Sales Quote for a customer
• Print a Sales Quote from the system
• Convert the Quote to an Order
• Print the Order Confirmation from the system
• Process a Shipment for the Sales Order
• Process an Invoice for the Sales Order
• Review Customer history