Infusion Business Software - Bronze Course

26 Mar 2019, 9:00am – 5:00pm

Infusion BRONZE Training

The BRONZE Level One training course is designed to give all users of Infusion a good practical introduction to Infusion Business Software. The course covers the correct method of set up and management of Customers, Suppliers and Products together with an overview of the Servicing, Jobs and Customer Items Modules. The course also covers the processing of daily transactions for Customers and Suppliers including Invoices, Quotes, Statements, Purchase Orders and Supplier Invoices

The course is held over a full day and taught in a classroom environment with laptops, training material and exercises supplied.

General, Operation and Navigational Functionality

• Infusion Navigation and Operation 
• Login and Password 
• Menu Access, Right Click
• Hot Keys/Quick Keys
• Searching, Filtered and Primary 
• Moving Columns and Setting Fields 
• Report Printing , Emailing and Exporting
• Inactive Records 
• The Side Panel
• Exporting the Manage Screen to Excel

Customers 

• Creating a New Customer 
• Address Verification 
• Google Maps
• Customer Details / Delivery 
• Terms / Pricing  
• Contacts, Using E-Mail Links 
• Layout Selection, Custom Fields 
• Notes, Images, Identification 
• Contract or Special Pricing,
• Marketing, Sales Budgets 
• Enquiry Screens 
• Customer Transactions 
• Balances, Outstanding Transactions, Invoices, Quotes, Jobs
• Customer Items
• Sales History, Product History 
• Print Statement and Email Statement
• Processing Customer Invoices
• Creating a Credit
• Customer Quotes, Quote vs. Estimate
• Documents Tab 
• Manage Invoices / Manage Quotes 
• How can I locate an invoice?
• Customer Payments
• POS Invoicing 
• The Quick Keys, The POS Screen 
• Processing Split Payments 
• Common Issues with Balancing 
• Customer Reporting 

Suppliers 

• Creating a New Supplier 
• Payment Terms
• Supplier Contacts, and Email Links,
• Notes and Documents
• Supplier Enquiry screen 
• Outstanding Transactions 
• Processing Supplier Purchase Orders 
• Manage Purchase Orders  
• Receipting Goods
• Three Steps – Order, Receipt, Invoice 
• Purchase Orders - Non Stock
• Supplier Invoices - No Products 
• Supplier and Purchase Order reports 
• Supplier Payment

Products

• Creating a new Product
• Product Types, Groups and Reporting 
• Pricing, Retail, Cost and Promotional Options
• Product Labels
• Suppliers
• Kitsets
• Alternatives, Compatibles
• Product Enquiry 
• Backorders
• Serial Number Tracking
• Product Transfers and Location Management

Service Department / Workshop Jobs 

• An Introduction and overview of the Job Costing module

Customer Items 

• An introduction and overview of the Customer Items module
• How are Customer Items Created in Your System?