Infusion Business Software - Bronze Course
5 Nov 2019 , 9:00 AM – 5:00 PM
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.
The course is held over a full day and taught in a classroom environment with laptops, training material and exercises supplied.
General, Security and Navigation
Infusion™ Navigation and Operation
Login and Password
Menu Access, Right Click, Hot Keys/Quick Keys
Searching, Filtered and Primary
Moving Columns and Setting Fields
Inactive Records, The Side Panel
Exporting the Manage Screen to Excel
Customers
Creating a New Customer
Address Verification
Customer Details / Delivery
Terms / Pricing Contacts E-Mail Links
Layout Selection, Custom Fields
Notes, Images, Identification
Contract or Special Pricing, Documents
Marketing, Sales Budgets
Enquiry Screens
Customer Transactions
Balances, Outstanding, Invoices, Quotes
Customer Items
Sales History, Product History
Print Statement and Email Statement
Processing Customer Invoices
Creating a Credit
Customer Quotes, Quote vs. Estimate
Documents Tab
Manage Invoices / Manage Quotes
How can I locate an invoice?
The Quick Keys
Processing Split Payments
Common Issues with Balancing
Customer Reporting
Suppliers
Creating a New Supplier
Terms, Supplier Contacts, Email Links, Notes
Documents
Supplier Enquiry screen
Outstanding Transactions
Processing Supplier Purchase Orders
Purchase Orders Supplier,
Manage Purchase Orders, Receipting Goods
Three Steps – Order, Receipt, Invoice
Purchase Orders - Non Stock
Supplier Invoices - No Products
Deferred Payment
Supplier and Purchase Order Reports
Creating a new Product
Product Types, Groups and Reporting
Standard Product Type/ Group/ Sub-group
Pricing, Retail, Cost and Promotional Options
Labels, Suppliers, Kitsets, Alternatives, Compatibles
Product Enquiry
Quantities, Backorders, Serial #
Customer Items
How are Customer Items Created in Your System?
Servicing - the Service Reminder Process
Service Reminder Personalisation, Delivery Methods
Set up of SMS template for Upcoming Services
Processing and Reporting Service Reminders
Pricing & Venue
Cost
$395.00
Venue
Auckland
Novotel Ellerslie, 72-112 Greenlane East, Ellerslie, Auckland