Infusion Business Software - Silver Course
8 May 2019 , 9:00 AM – 5:00 PM
Infusion SILVER Training
The Silver Level Two training course builds on the standard set up and transactions processed in Bronze level one. Users will gain a better understanding of the importance of the system set up and the adoption of Best Business Practice Policies, to help with efficiencies across the business.
This course looks more at the common day to day sales transactions and understanding the sales and associated reporting.
Making the software work for you, with Contact Management, Electronic Direct Marketing, Credit and Finance Management, and Supplier Price files.
The course is a full day course taught in a classroom environment with laptops, training material and exercises supplied.
Contact Management for Sales and Administration
Finance Charges, and Credit Management
Electronic Marketing with SMS and Mailchimp
Data Setup and Capture
Mail Merge a DM with MS Word
Sales Analysis Reporting
Customer Sales Analysis Reports
Sales Analysis – Date Range
Analysing Sales Trends over a Period
Sales by Dual Date Range, Sales by Preferred Supplier
Sales: Existing vs New Customers
Product Sales Analysis
Product Sales 12 Months
Graphs and KPI Reports
How Can I Correct the Cost Price of an Item Sold on an Invoice?
Why Should We Avoid Using a Misc or N/S Code?
How does a Trade-In affect my Daily Sales?
Deferred Payments - Customer Invoices
Customer Layby Processing
Accepting Farmlands as a Method of Payment
Enabling the Farmlands Export
Refunding a Customer who has Overpaid
Goods Sold or Taken for Promotional Use
Duplicated Customers – How to Avoid This
Merging Customer Accounts
Supplier Price Files
Importing the Supplier Price File
The Import Routine
Updating the Supplier Price File
Managing the Price File Once it’s Imported
Why Use Supplier Pricebooks?
Using Products from the Price File
Using the Pricebook for Purchase Orders.
Updating the Supplier Pricebooks
Product Pricing Management
Latest vs Average Cost
Markup vs Margin
What is the difference between margin and markup?
Desired margin / Cost of goods
Product Ratios for Chain and Oil
Reviewing Product Set Up Identifying Issues
Reporting on Product Margins and Mark-ups System Wide
We Have Been Offered a Range of Items to Sell on Consignment, How do We Set These Up?
How Do we Handle Items Supplied Free of Charge?
Pricing & Venue