Horizon Manual
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Sales Orders & Returns
- Creating a Sales Order
- Creating a Sales Returns
- Adding Items to a Contract from a Sales Order
- Find Hidden Transactions
- Adding Notes on Sales Orders
- Creating & Processing Repeat Sales
- How to create a back to back purchase order from a sales order
- How to create a Call Off order
- How to confirm a Delivery status on a Sales order from D when completely delivered.
- How to convert a Sales Return into a Sales Credit.
- Removing traffic light from line in SORD (Reshop)
- How to add in Adhoc Invoice address.
- How to add in an Adhoc delivery address revised
- How to amend changed delivery dockets – shortages etc and reprint.
- Locating Post Code on a Map
- Changing trader in Sales Order
- Change VAT Rate on Item in a Transaction
- How to remove an item from a delivery note after its been delivered
- Saved Layouts for Sales Order Daybook
- Using search to find old Sales Orders
- Highlight Duplicates in Sales Orders
- Hiding I status Orders
- Contacts within Sales Order
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Sales Ledger
- Adding New Sales Receipts
- Adding Sales Journal Invoice
- How to create a journal entry to Write off Overpayments and Bad Debts
- Raising credit notes using the Raise Invoices and Credits option
- How to Invoice individual orders
- Reversing a Invoice into a credit note
- How to credit someone for an over charge
- How to raise a manual sales credit note for overcharge on a invoice.
- How to write off an underpaid invoice amount when putting on the sales receipt.
- Creating a VAT only Credit Note
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Pricing & Contracts
- Catalogue contract matrix spicers
- Catalogue Contract Matrix Vow
- Creating a Fixed Margin Contract on a Matrix Range
- Sharing Deals Across Traders
- Setting up Product Quantity Breaks
- Change Pricing Methods
- Prevent Customers from Seeing a Particular Catalogue
- Hide a contract on website
- Importing contracts into Horizon
- Turn a Quote into a Contract
- Sharing Deals Across Numerous Traders in Bulk
- How to create a Sales Quotation
- Giving a Free Item with a Product
- Copying contracts and changing traders of copied contracts
- How to create a new contract.
- Using the Contract Wizard
- How to reprice a quote or contract using a fixed margin
- Creating a Fixed Margin Contract for Specific Items
- Change Catalogue Expiry Dates
- Preventing Customers Recieving Specific Deals
- Recost a Group of Contracts
- Recost a Group of Orders
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Purchase Orders & Returns
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Purchase Legder
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EDI Orders & Invoicing
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Stock Control & Management
- Spicers & Vow Shortages
- Switch Sell or Replace Products Globally
- Setting up Customer Product Swaps
- Merging Items Together
- Unmerge Stock Items
- Adjusting Stock via Product Card
- Adjusting Stock using Stock Movements
- How to create a Stock Adjustment or Movements for stock for own use
- Removing unwanted lookups
- How to change an item that was marked as discontinued back into use
- Change item that is set to prevent sale
- How to create Automatic lines to be added to an order
- How to modify a Product Description or Pricing on a Product Card
- Exporting Product Information to Excel
- How to create a new Product card or copy and modify another card.
- How to look up stock/product card F8
- Adding Images to Your Own Products
- Serial Numbered Items, Setup, Booking In and Delivering Out
- Product Cost Price History
- Converting Sales order into Stock Movement
- Add a Brand to Product Cards
- How to change the vat rate on a product code.
- Using the Stock Take module
- Moving items from one catalogue to another
- Hide item on Horizon Web
- How to mark an item as discontinued
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Command Centre
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Traders
- Add a Trader
- Creating A VAT Exempt Customer / Supplier
- Setting up a trader for Monthly Invoicing
- Changing Distribution Types
- Export Trader Contacts to Excel
- Creating & Applying Trader Groups
- Setting up Trader Specific Forms
- Adding a Mailer Contract to a Customer
- Setting up Customers to Receive Completed Deliveries Only
- Sending Copy Invoices by Email from Credit Control
- Add a Department to a Trader
- Modify address on Trader Card
- Add a Delivery Branch to an Account
- How to add Pop-up Notes to a Trader Card
- History section of trader card
- How to find Trader (F9) Ledger Detail
- GAP Analysis on Trader Card
- Setup a Trader Branch for Pick & Wrap Orders
- Setting the Default Catalogue on the Supplier Trader Card
- Defining a Rep for a Customer Contact
- Selecting Reports for Customers to run on Horizon Web
- Moving a Contact from One Branch to Another
- How to set up traders to allow sending invoices etc to multiple email addresses
- Matrix Analysis by Range Per Trader
- Adding Trader History to Contracts
- Finding Leads (L type) accounts
- Marking on Old Trader as out of use or dead
- Displaying & Exporting Customer Email Addresses
- Setting a customer to Pick & Wrap Delivery
- How to use Call Manager combined with the Credit control screen
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Nominal
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Processing Options
- Posting Sales Transactions
- Posting Sales Receipts
- Printing Statements
- Invoicing - Print Only
- Reprint A Batch Of Invoices
- Invoicing - Monthly Invoices
- Invoicing by email
- How to send out credit control terms letters
- Basic Debt Chasing with the Check Credit Status Option
- How to create and print delivery dockets in a batch.
- How to Reprint a Delivery Note batch
- Producing Meter Reading Invoices
- Sending Electronic Remittances to the Wholesalers
- How to use the shopping option in processing to raise purchase orders.
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Setup
- Activations of Periods.
- Adding in New VAT Period(s)
- Closing VAT Period
- Add a Rep Code
- Changing the System VAT Rate
- Closing a Period after Month End
- Running a VAT Report
- How to amend company contact details
- Change Company Logo
- How to add a new company contact and login details for same
- Posting Zero Priced Invoices
- Prevent Posting Zero Priced Invoices
- Hiding Account Transactions
- Adding in Additional Sectors,Ranges or Groups
- Auto Start Daybook Locations
- How to set up a margin limit on a particular range and groups
- Add in Area Code
- Setting up auto confirm for transactions
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General
- Increasing the number of transactions displayed in a daybook
- Printing Reports to File to Access Via Excel
- Merging Transactions
- Changing VAT Rate on a Transactions
- Change Trader on Transactions
- Saving Documents (Hosted System Only)
- Connecting to Technician Via Website
- Users passwords and Security Settings
- Changing Year and Period on transactions
- How to Email a Delivery Docket to a Customer
- How to Amend details on a Posted Invoice.
- How to use the Call Manager option.
- How to login to Horizon
- How to Print out Copy invoices, copy delivery dockets etc
- How to log into the Training Server
- How to set-up till logins
- Email Screen Settings
- Print to File
- Sorting in Transactions
- Deleting a Call from Call Manager
- Display Modes
- How to create and save different layouts on screens
- Creating a Delivery Note Template
- Creating a Invoice Run Template
- Adding fields to the Analysis screen or Pivot Tables
- How to make the horizon top tool bar reappear.
- How to add in/modify a nominal code on a transaction that won't post.
- Making a catalogue the lead catalogue
- How to create a catalogue
- Saving transactions to PDF format
- Colour Code on Transaction Boxes
- Auto Distribution of Catalogues
- Connecting to Horizon on Remote Server (remoteapp)
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Utilities
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Horizon Web
- Being Notifed of Web Orders
- Limit a Contact to Ordering from One Department
- Hiding Catalogue on Horizon web site
- Set up Basic Web Access for customers to allow online ordering
- Creating Web Offers
- Creating a Web Order Pad from a Contract
- Running Reports on Horizon Web
- Setting up Order Authorisation on Horizon Web
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Buying Group Specific Lesson