Managing Customers

In This Course We Cover Managing Customers Through The Core Solution

Beginner 5(1 Ratings) 44 Students enrolled English
Created by Gary Harrison
Last updated Sat, 12-Dec-2020
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Course overview

Connected Business helps you manage your customers by storing all customer related information on an organized form that provides streamlined processes that manage your customers such as sales orders, invoices, returns, gift cards, shipping, and customer service follow-up.  You can access all information related to a specific customer from the Customer Detail Screen.

The Connected Business Customer Module is integrated with the entire application giving you a level of sophistication and simplicity that will make providing first class customer support manageable. Whether entering a sales order, emailing, faxing or simply scheduling a customer callback; all customer related activities are accessible within the customer form, providing a complete, companywide view of customer history.


This course is divided into the following lessons:  (1) Customer Detail Form, (2) Process Sales Orders, (3) Creating Invoices, (4) Shipping Orders, (5) Entering Payments, (6) Processing Returns and Refunds, (7) Manage Customer Credit, (8) Working with Gift Cards and Gift Certificates, and (9) Manage a Loyalty Program . Each lesson has three parts:  1) learning objectives, 2) general discussion, 3) multiple task demonstrations, and 4) review questions. 

What will i learn?

Requirements
Curriculum for this course
13 Lessons 00:38:22 Hours
Customer Form
13 Lessons 00:38:22 Hours
  • Customer Search
    00:03:37
  • View and Manage General Information
    00:04:14
  • View And Manage The Setup Tab
    00:03:13
  • View And Manage Customer Contacts
    00:04:09
  • Managing Customer Specific Pricing
    00:03:34
  • View Customer Trading Analysis
    00:01:46
  • View Customer Transaction History
    00:02:16
  • View Customer's Recent Sales History
    00:02:12
  • View Customer Credits and Receivables
    00:02:47
  • Managing Shipping Addresses
    00:05:29
  • Manage Customer Relations
    00:03:17
  • Legacy Data Tab
    00:01:48
  • Customer Form Quiz
    00:00:00
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About instructor

Gary Harrison

7 Reviews | 103 Students | 7 Courses
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