Bronze Course 101 - Basics & Customers

1 Dec 2020 - 1 Dec 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   

  • 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  

 

Pricing & Venue

Cost

$75.00

Venue

2020 December - Level 1 - Bronze
Online

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.

— Teresa Cook, Director, Easts Outdoor Work & Leisure

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