Sales - Level 1

Sales Overview

On successful completion of this lesson, students will understand the different sections of the Sales Module.

Invoices

On successful completion of this lesson, students will understand how to create new product/course/trip sales, create receipts, record serial numbers of products, find an existing invoice and refund an existing invoice.

Quotes

On successful completion of this lesson, students will understand how to create a new quote, find an existing quote and how to change an existing quote into a sales invoice.

Gift Certificates

On successful completion of this lesson, students will understand how to create a new gift certificate and how find an existing gift certificate.

Gift Cards

On successful completion of this lesson, students will understand how to create a new gift card and how to find an existing gift card.

Quick Links

On successful completion of this lesson, students will understand how to find and use Quick Links.

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