Sales Training Track 2 — Intermediate

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• Creating a Sales Order - The Basics
• Creating a Sales Order Return; Customer Return of Parts, Items, or Inventory
• Create a New Item - The Basics
• Lot Allocation and Viewing Lot Details of an Order, Shipment, or Work Order Line
• Creating/Linking Work Order Builds to Purchase Orders; including Secondary Processing POs
• Creating a Dropship Purchase Order
• Processing Credit Cards in 10X ERP
• Creating and Generating a Purchase Order from a Sales Order
• Item Blocks on a Quote or Sales Order
• How to Set Up and Use Signature Stations in 10X ERP
• Using Order Source in 10X ERP
• Creating Purchase Orders for Components & Subcomponents from a Sales Order; Purchasing Components & Subcomponents
• Holding Shipments via Ship Complete
• Creating a Transfer Order (TO) from a Sales Order; Linking Transfer Orders to Sales Orders