Silver Course 203 - Advanced Record Management

8 Sep 2021 - 8 Sep 2021 , 1:30 PM – 3:00 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.

Bulk Supplier Payments by Direct Credit 

Analysis and Understanding

  • Why We Should Avoid Using a Misc or N/S Code?
  • Why We Should Avoid Using Cash Sales Account?

Refunding a Customer who has Overpaid

Goods Sold or Taken for Promotional Use

Duplicated Customers – How to Avoid This

Merging Customer Accounts

  • Pricebook Setup
  • Importing and updating the Supplier Price File
  • The Import Routine
  • Importing a 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

Update Prices / Promotional Dates

  • Product Pricing Management
  • Latest vs Average Cost
  • Markup vs Margin
    • What is the Difference Between Margin and Markup?
    • Desired Margin / Cost of Goods
    • Reporting on Product Margins and Markups
    • Manual vs Product Mark-up Groups
    • Superseded Products

Updating the Product Code

Inactive Products

Product Ratios

Reviewing Product Set Up - Identifying Issues

Consignment Stock

  • 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?

Purchase Order – Auto Order Based on  Sales

Purchase Order  - Auto Order based on Min Max

Returning A Product To Our Supplier 

Invoicing a Kitset 

Invoice with a Product Buildup  

Pricing & Venue




September 2021 - Level 2 - Silver

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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