Sales and Credit Control

Lessons

1. 01

   Payment terms

   This lesson shows what a payment term and a Payment Terms Template are, where to set one, and how the due date follows on a sales order.

   2:37 film · written guide · quick check

2. 02

   Credit limits

   This lesson shows how a credit limit works: where it is set on a customer, what an order over the limit does, who may override it, and how to see what a customer owes now.

   2:41 film · written guide · quick check

3. 03

   Terms and conditions, shipping rules and incoterms

   This lesson shows how to write standard terms once, pick them on a sales form, add freight with a shipping rule, and name the incoterm.

   2:45 film · written guide · quick check

4. 04

   Returns and credit notes

   This lesson shows how to return goods against a delivery note and issue a credit note against a sales invoice, without editing or cancelling the originals.

   2:39 film · written guide · quick check

5. 05

   Blanket orders

   This lesson shows what a blanket order is (a standing agreement for a quantity and price over a period), how to read its form, and where a sales order item points to it.

   2:46 film · written guide · quick check

6. 06

   Customer statements and commissions

   This lesson shows you how to read a customer's statement, send it yourself, schedule it, and set up a sales partner's commission.

   2:41 film · written guide · quick check

Next course: Support and Service