Course curriculum

    1. How to Use the Course Player

    2. Course Introduction

    3. Course Structure

    4. Course Materials & Setup

    1. Learning Objectives

    2. Introduction and Navigation

    3. Introduction and Navigation Quiz

    4. Accounts and Contacts

    5. Contact and Account Management

    6. Accounts & Contacts Quiz

    1. Learning Objectives

    2. Community Portal

    3. Community Portal Quiz

    1. Learning Objectives

    2. Membership Configuration

    3. Membership Configuration Quiz

    4. Membership Join and Working with Memberships

    5. Membership Join and Working with Memberships Quiz

    1. Learning Objectives

    2. Accounting Setup

    3. Accounting Setup Quiz

    4. Item Creation (1 of 2)

    5. Item Creation (2 of 2)

    6. Item Creation Quiz

    7. Tax and Shipping Setup

    8. Tax and Shipping Setup Quiz

    9. Package Items and eStore Settings

    10. Package Items and eStore Settings Quiz

    1. Learning Objectives

    2. Overview of Accounting

    3. Rapid Order Entry and Sales Orders

    4. Rapid Order Entry and Sales Orders Quiz

    5. Proforma and Invoices

    6. Refunds

    7. Proforma, Invoices, and Refunds Quiz

    8. Adjustments

    9. Financial Period Closure

    10. Adjustments, Financial Period Closure, and Credit memo Quiz

About this course

  • Free
  • 60 lessons
  • 14.5 hours of video content