Sales Training Track 1 — Beginner

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• Creating a Sales Order - The Basics
• Creating a Quote
• Creating a New Customer or Vendor
• Including Add Ons with a Quote, Sales Order, or Purchase Order
• Create a Shipment from a Sales Order, Print Paperwork and Labels
• Creating a New Customer Location within a Sales Order or Quote
• Adding and Editing Customer and Vendor Locations
• Creating a Deposit on a Sales Order; Generating a Payment for a Sales Order before Invoicing
• Purchase Order & RFQ Editing
• Deleting Quote, Order, Purchase Order, Work Order, and more Line Items in 10X ERP
• How to Send (or Resend) Order Related Documents
• Defining & Using Substitute Items on Sales Orders