Infusion Business Software - Silver Course

20 Aug 2020 - 20 Aug 2020 , 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

    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?

 Daily Processing

    Trade-In Processing 
    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

    Supplier Pricebooks 
    Pricebook Setup 
    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 
    Superseded Products 
    Inactive Products 
    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




Novotel Ellerslie

Infusion has allowed us to manage and monitor all our customers and products effectively. We have a large number of charge accounts for regular customers for both retail and workshop jobs.

We love the fact that Infusion provides such a comprehensive system.

β€” Teresa Cook, Director, Easts Outdoor Work & Leisure

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