Workshops and Study Questions
Setup/Implementation
Setup Workshops
Situation 1
Instructions: Your company sells both kitchen products (such as blenders) and beverage products (such as beer). Kitchen products are sold primarily to large retail stores and beverages are sold primarily to grocery stores. Some customers buy both types of products.
1 Set up a new credit term giving a 10 percent discount on all payments received within 5 days of invoicing and a due date of 60 days after invoice date.
2 Set up a new tax rate; in the US or Canada set up a new state or province. Elsewhere, set up a new VAT class.
Menu Name/Number:
3 Set up a new salesperson, perhaps yourself.
Menu Name/Number:
4 Add a new customer, a retail store that would buy both blenders and beer. Assign this customer the credit terms, tax rate, and salesperson that you set up.
Menu Name/Number:
5 Set up a special commission rate for your sales to this customer - perhaps 80 percent?
Menu Name/Number:
6 Whenever you sell something to this customer, the invoice goes to their corporate headquarters.
Set this up. What did you have to do?
7 Enter two different ship-to addresses for this customer. Note the address codes you used, since we use them in the next workshop activity.
Address Codes:
Situation 2
The customer you just set up also pays freight charges on all shipments of blenders.
Instructions:
1 Check to see if the unit of measure you are using for your item is set up. If not, set one up.
Menu Name/Number:
2 Set up the freight charges. Use a nontaxable trailer code when setting up the freight list.
Menu Name/Number:
3 Assign the freight information to your customer.
Menu Name/Number:
4 Add the freight class, net, and ship weights to your inventory item.
Menu Name/Number: