This topic displays all our training videos for the various modules in BBS Accounting.
Introductory Videos
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Navigating Screens and Reports |
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Global Enquiries
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Adding Notes & Attachments |
Sales and Customer Service
Contact Relationship Manager (CRM) |
Creating and Sending emails using templates |
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Sales Ordering Entry & Maintenance |
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Creating a Reoccurring Sales Order & Generating a RSO report |
Creating and Editing Periodic Bills
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Picking, Packing & Despatch |
NCN/CAR/Customer Return Goods |
Creating and Editing Quotes
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Price Comparisons and Customer Order Forms |
Sales Order Management Dashboard |
Pick/Pack/Despatch Dashboard |
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Point of Sale
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POS - Processing Returns and Refunds, and Receiving Customer Payments |
POS - End of Day Till Reconciliation |
Marketing
Creating Direct Marketing Campaigns |
Creating Dynamic Customer Classifications |
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Inventory and Purchasing
Product Masterfile Maintenance |
Supplier Units of Measure & Conversion Factors |
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Purchase Order Entry & Maintenance
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Stock Requirements Manager |
Stock Receipting (including direct deliveries) |
Request for Credits/Supplier Return Goods |
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Purchase Order Management Dashboard |
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Debtors and Accounts Receivable
Customer Masterfile Maintenance |
Debtors Receipting & Posting |
Advanced Debtors Receipting and Posting |
Sales Invoice/Credit Entry & Maintenance |
Creating and Editing Periodic Bills |
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Credit Control and Debtors Recovery |
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Creditors and Accounts Payable
Vendor Masterfile Maintenance |
Creditors Invoice Entry & Maintenance
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Posting Stock Receipt Invoices & Entering Invoices for Delivery Docket Received Goods |
Processing Creditors Payments |
Document Processing Centre |
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Payroll
Employee Masterfile Maintenance
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Service and Maintenance
Equipment Masterfile Maintenance |
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Service Job Entry & Maintenance |
Service Job Completion & Service Job Enquiry |
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Financials and Bank Reconciliation
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Business Activity Statement (BAS) |
Management Dashboard & Management Reports |
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Management Reporting
Visual Data and Reporting Studio |
Management Dashboard & Management Reports |
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