Accounts Payable (Basic) | Basic Navigation | Billing | Branch Operations |
Counter Sales | Inside/Outside Sales | Job Queue |
Managing the Return Goods Queue | Receiving | Sales 1 | Sales 2 | Sales 3 | Warehouse Management | What's New in Release 8 |
Working in the Customer Calling Queue

Accounts Payable (Basic)
Overview of the AP Menu, Vendor File Maintenance, AP Entry, Recurring AP Entry, AP Inquiry, AP Preview Queue, Processing Manual Checks, Printing Checks, Voiding Checks, Check Reconciliation, and Reporting

Basic Navigation
Logging in to Eclipse, Introducing the Main Screen, Pushing a Level in Eclipse, Performing a Basic Search, Using the Message system, Logging Off & New User Functions

Billing
Review Eclipse Billing Flow, Print Statuses, Invoice Preview Queue, Detailed Invoice Preview Report, Print Invoices (if applicable), Performing a Credit/Rebill

Branch Operations Working with Reports, Working with Queues, Using the GL Inquiry Screen, Managing Procurement Transfers, Performing a Credit/Rebill, Working the Business Summary, Releasing Credit Holds

Counter Sales
Creating an "On The Fly" Cash Sale Customer, Handling Counter Returns, Using the Reorder Pad, Creating a Special Order Deposit (SOD), Confirming the Picking of a Counter Order, Editing a Counter Order after Printing, Customer Calling Queue, Reports

Inside/Outside Sales
Creating an "On The Fly" Customer, Working with Bids, Working with Directs, Creating a Customer Override, Creating Product Families, Customer Returns, Using the Reorder Pad, Customer Calling Queue, Reports

Job Queue
Sending a Job Queue, Retrieving a Job Queue, Reassigning a Job Queue, Closing a Job Queue

Managing the Returns Good Queue
How the Return Goods Queue works and understanding the screen, Sales Orders & Purchase Orders in the Queue, Removing items from the Queue, Troubleshooting the Queue

Receiving
Receiving Purchase Orders, Handling PO Receiving Discrepancies, Adding Freight to a Receiver, Receiving Transfers, Handling Transfer Discrepancies, Running the Stock Receipts Report

Sales One
Introducing Sales Order Entry, Understanding a Basic Sales Order and parts of the Sales Order, Using Product Codes, Understanding Product Availability, SOE Views & Comments, Recalling & Editing and Open Order, Accessing the Change Log

Sales Two
Review of SOE 1, Status Codes, Backordering Material, Shipping From Another Branch, Using Multiple Generations, Creating a Direct Order, Creating a Non Stock Product

Sales Three
Review of SOE 2, Changing Prices, Billing Freight on a Sales Order, Returning Items from Customer, Procuring material from another branch or vendor, Customer Calling Queue, Reports

Warehouse Management
Managing Inventory and Bin Locations, Adjusting Damaged Inventory, Managing Procurement Transfers, Managing Open Orders, Managing Cycle Counts, Reports

Whats New In Release 8
Explore what new enhancements and features are available in release 8

Working with the Customer Calling Queue
Managing open order thought the Customer Calling queue

To sign-up for a webinar, email Kathy Williams, noting the class and time as well as the number of attendees and their names. You will receive a confirmation e-mail with payment information, as well as a link to log-on to the webinar at the designated time. Have questions or want more classes? Contact us.