Customer Management Menu
The Customer Management menu contains the menu folders needed to manage all aspects of your customer relations.
The three major subdivisions under Customer Management are Sales Orders/Invoices, Configured Products, and Service/Support. As shown, both Sales Orders/Invoices and Service/Support have many subfolders or menus under them.
This course cover an overview of the Sales Order and Invoicing functions and a simplified shipment process. Other functions such as Sales Quotes, Customer Schedules, Containerization, Consignment Inventory, Configured Products, and Service/Support are covered in detail in their respective training guides.While these topics are not included in this course, a good understanding of the information presented here is prerequisite to learning to use these more advanced functions.