Bronze Course 101 - Basics & Customers

18 Aug 2020 - 18 Aug 2020 , 9:00 AM – 11:00 AM

Infusion BRONZE Training

The BRONZE Level One training course is designed to give all users of Infusion a good basic practical introduction to the software covering the correct method of set up and management of Customers, Suppliers, Products, Servicing and Jobs. The course also covers processing of daily transactions for Invoices, Quotes and Purchase Orders.

Support Contact Details 

  • Help Desk 
  • Email 
  • Help Manual 
  • Knowledge Base 
  • Remote Assistance  

INFUSION Navigation And Operation   

  • Login And Password  
  • Speed Up The Login Process  
  • Menu Access  
  • Hot Keys / Quick Keys 
  • Searching   
  • Moving Columns and Setting Fields  
  • Including Inactive Records 
  • Exporting the Manage Screen to Excel 
  • The Side Panel 

Customers  

  • New    
  • Address Verification   
  • Customer Details  
  • Delivery  
  • Terms / Pricing   
  • Contacts  
  • E-Mail Links  
  • Layout Selection   
  • Custom Fields  
  • Notes  
  • Image  
  • Identification  
  • Contract Rates or Special Pricing   
  • Documents  
  • Marketing  
  • Sales Budgets 

Enquiry – Customers 

  • Customer Transactions  
  • Balances  
  • Outstanding  
  • Invoices  
  • Quotes 
  • Backorders  
  • Jobs  
  • Customer Items  
  • Sale History  
  • Product History
  • Print Statement and Email Statement  

Processing Customer Invoices  

  • Invoice Header  
  • The Notes Tab   
  • The Account Balance Tab   
  • The Body of the Invoice  
  • How Can I Locate an Invoice?  
  • Receive payment 
  • Creating a Credit for an Individual Product  
  • Crediting or recharging an Entire Invoice  
  • Matching Invoices/Credit Notes  

Manage Invoices screen  

Manage Quotes 

Customer Quotes 

  • Quote vs. Estimate  
  • Notes Tab   
  • Payment Tab   
  • Internal Notes Tab   
  • Documents Tab   

Customer Reporting   

 

Pricing & Venue

Cost

$75.00

Venue

August - Level 1 - Bronze
Online

Infusion has ticked all our boxes and we would enthusiastically recommend Infusion to other Plumbing or Service Industry firms.

— Raewyn Millington, Breen Plumbing Ltd

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