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Sales order training guide

QAD Enterprise Application Standard Enterprise Edition Training Guide Sales Orders - A QAD Standard Enterprise Edition August CThis document contains proprietary information that is protected by copyright and other intellectual property laws No part of this document may be reproduced translated or modi ?ed without the prior written consent of QAD Inc The information contained in this document is subject to change without notice QAD Inc provides this material as is and makes no warranty of any kind expressed or implied including but not limited to the implied warranties of merchantability and ?tness for a particular purpose QAD Inc shall not be liable for errors contained herein or for incidental or consequential damages including lost pro ?ts in connection with the furnishing performance or use of this material whether based on warranty contract or other legal theory QAD and MFG PRO are registered trademarks of QAD Inc The QAD logo is a trademark of QAD Inc Designations used by other companies to distinguish their products are often claimed as trademarks In this document the product names appear in initial capital or all capital letters Contact the appropriate companies for more information regarding trademarks and registration ? Copyright by QAD Inc All Rights Reserved QAD Inc Innovation Place Santa Barbara California Phone - Fax - http www qad com CContents ABOUT THIS COURSE Course Description Course Objectives Audience Prerequisites Course Credit Scheduling QAD Web Resources CHAPTER INTRODUCTION TO SALES ORDERS Overview Sales Order Key Events Terminology Sales Order Document Structure Typical Users Sales Order Life Cycle QAD General System Flow Course Objectives Related Courses CHAPTER BUSINESS CONSIDERATIONS Business Considerations Sales Quotes Con ?gured Products Sales Analysis CIV SALES ORDERS TRAINING GUIDE Credit Management Freight Calculations Commissions Import Export Electronic Data Interchange EDI Customer Schedules Containerization Case Study Product Description Focusing Activity CHAPTER SALES ORDERS SETUP Sales Order Setup Taxes Taxes Trailer Codes Trailer Code Maintenance Freight Freight Element Freight List Maintenance Freight Element Freight Zone Maintenance Freight Element Freight Class Maintenance Freight Element Freight Charges Maintenance Freight Element Freight Terms Maintenance Types of Freight Terms Freight Control Exercise Trailer Codes and Freight Charges Credit Terms Salespersons Commissions Business Relation Create Commission Exercise Credit Terms and Salespersons Customer Records Customers Menu Customer Setup CCONTENTS V Customer Setup Customer Type Customer Addresses Sales Order Setup Customer Data Maintenance Master Comments Master Comment Maintenance Customer Banks Customer Items Price Lists Pricing in QAD Enterprise Applications Introduction to Best Pricing Item Cost Maintenance - Price Company Addresses Exercise Customer Records and Setup Sales Order Control Exercise Customer Items and Sales Order Control Sales Channels Sales Account Maintenance CHAPTER SALES ORDERS PROCESS Enter the Sales Order Header Line Items Trailer Con ?rm the Sales Order Sales Order Control Sales Order Maintenance Sales Order Con ?rmation Verify Credit Sales Order Maintenance Sales Order Credit Maintenance Sales Order Auto Credit Hold Sales Order Auto Credit Approval CVI SALES ORDERS TRAINING GUIDE Allocate Inventory Print the Sales Order Sales Order Print Exercise Sales Order Maintenance Print Packing List Sales