Topics

• Sales Orders & Returns 23
  • 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
• Sales Ledger 10
  • 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
• Pricing & Contracts 22
  • 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
• Purchase Orders & Returns 5
  • Creating & Processing Purchase returns
  • How to book in Purchase orders
  • How to book in Partial Purchase orders
  • Creating Purchase Orders using the shopping process
  • How to deal with Shortages on Purchases Orders
• Purchase Legder 7
  • Creating a Direct Payment to a Supplier
  • Adding a Overhead Invoice
  • Creating a Manual Purchase Payment
  • Automatic Payments to Suppliers
  • Converting Purchase Orders to Purchase Invoices
  • Creating Monthly Repeating Expenses
  • Combining Two Purchase Orders into One Invoice
• EDI Orders & Invoicing 4
  • Collecting EDI Invoices from Suppliers
  • Collecting Supplier Terms File
  • How to send Purchase Orders electionally using Wholesaler Comm's
  • Matching Substitute Codes in EDI Invoices
• Stock Control & Management 26
  • 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
• Command Centre 5
  • Checking for Logged on Machines
  • Restarting the Command Centre
  • Checking Server for Login Problems
  • Stopping the Database to Remove Users Hogging the User Licence count
  • Exporting Information to Evolution
• Traders 30
  • 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
• Nominal 3
  • Bank Reconcilation
  • Nominal Journals
  • Adding a Nominal Code
• Processing Options 14
  • 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.
• Setup 18
  • 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
• General 33
  • 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)
• Utilities 6
  • Choosing Your Favourite Reports
  • Importing Product Files
  • Price Manager
  • Load Report into Horizon
  • Setup up a new catalogue and import a product file
  • Import Product File for Standard Import
• Horizon Web 8
  • 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
• Buying Group Specific Lesson 5
  • Advantia Quantity Breaks
  • Truline Branch Level Stock Enquiry
  • Truline Terms file Update
  • Truline Delivery Confirmations
  • Truline Redundant Products

Last Updated

Dec 14, 2011

Other Resources

• Horizon Manual
• Getting Started with Horizon
• Horizon Web

Comments

0 comments for this lesson