Getting Started with Horizon

• Sales Orders, Deliveries & Returns

  • Creating a Sales Order
  • Creating a Sales Returns
  • Adding Notes on Sales Orders
  • How to create a back to back purchase order from a sales order
  • How to confirm a Delivery status on a Sales order from D when completely delivered.

• Sales Invoices, Credits & Receipts

  • Raising credit notes using the Raise Invoices and Credits option
  • How to Invoice individual orders
  • Adding New Sales Receipts
  • How to create a journal entry to Write off Overpayments and Bad Debts
  • How to write off an underpaid invoice amount when putting on the sales receipt.

• Purchase Orders & Returns

  • Creating Purchase Orders using the shopping process
  • Creating & Processing Purchase returns
  • Spicers & Vow Shortages
  • Converting Purchase order into Stock Movement

• Purchase Invoices, Credits & Payments

  • Converting Purchase Orders to Purchase Invoices
  • Adding a Overhead Invoice
  • Automatic Payments to Suppliers
  • Creating a Manual Purchase Payment
  • Creating a Direct Payment to a Supplier
  • Sending Electronic Remittances to the Wholesalers
  • Combining Two Purchase Orders into One Invoice

• EDI Orders & Invoicing

  • How to send Purchase Orders electionally using Wholesaler Comm's
  • Collecting EDI Invoices from Suppliers
  • Collecting Supplier Terms File
  • Exporting data to Sales-I

• Contracts & Pricing

  • How to create a new contract.
  • How to create a Sales Quotation
  • Turn a Quote into a Contract
  • Catalogue contract matrix spicers
  • Catalogue Contract Matrix Vow
  • Creating a Fixed Margin Contract on a Matrix Range
  • Sharing Deals Across Traders
  • Changing the Expiry Dates of Contracts
  • Price Manager

• Stock Management

  • How to look up stock/product card F8
  • Adjusting Stock via Product Card
  • How to modify a Product Description or Pricing on a Product Card
  • Searching for discontinued items
  • Exporting Catalogues
  • Weekly price update import
  • Merge Stock cards together

• Trader Card (Customer & Supplier) Management

  • Add a Trader
  • Adding a Mailer Contract to a Customer
  • Sending Copy Invoices by Email from Credit Control
  • Modify address on Trader Card
  • Add a Delivery Branch to an Account
  • How to find Trader (F9) Ledger Detail
  • History section of trader card
  • How to add or modify contacts on a trader card
  • Create a flat discount for customers
  • How to add contacts to the Sales and Accounts contacts field on a Trader Card
  • Allowing Back orders from Wholesalers