Optimize Your Sales Order Procedure for Banking

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[Music] and let's go through now and let's do it just a real typical order to cash so I'm going to start off with a sales order and with a sales order don't have to know the Cubs list let's play with shell you keep playing with shell tab notice it pulls up and this is called type Ford technology we're just tries to guess what you're looking for I'm going to give it a delivery date to go out today in the reference number which is what is 18 which it is today or 10050 500 won please today's date and if I know what I'm looking for I can maybe type in 4000 and it's pulling all those now notices showing me real-time some availability I want that one note that one and that one I don't want that one that one so notice the order one two and three hours I choose this in because some customers are picky about that it pulls this in now we're going to talk about personalization pulled all this in and I can see really quickly to make this a little bit larger I can see what's in stock in the warehouse but what if I want to put in some notes of business one lets me personalize my works and my work shedding and I can come down here and I want to add tight and I want to add tight because now I want to add maybe a subtotal and then I want to add in the little text and say and if I have predefined text I can have some predefined text don't have any in this system but we'll go thank you for the order you and personalization I can actually then send that out so if I want to email it or if I want to print it out we can do that I can also push the button and set it out VFX so we're going to do a sales order here I'm going to take this and walk this through the entire process real quick so let's take this and copy this to a delivery and you can see it copies everything over for me and I'm going to point out you'll notice that the screen is exactly the same why do we do this well that's part of making it easy to learn because you really only have to learn the item master the customer master in the we called a business document form they're always the same as you they're going to be customer supplier up here with four main tabs content logistics you know where to ship to and shipping type the accounting information and then of course we can put an unlimited number of attachments but what this does is it makes it very easy for people to learn because once they've learned these viewscreen they've really learned the entire application we're going to go in here and we're going to hit add and that is going to do the delivery and it's going to go oh it's going to give me a nice alert there that I'm going to fall below minimum sure why not to say yes you're creating the county document you can't change it you can reverse it but you can't change it and now we have down here we're going to copy this to an AR invoice so we come down into say our invoice you'll see the tracking just based on the sales order based on the delivery I just simply have to hit add all it takes I can also do a run at the end of the day and there we go now if you want to see the transaction history and I'm just not going to cheat I'm going to get rid of the sales order here just want to show you just so one of the key features of business one is called the relationship map and what this does is gives me a visualization of the entire transaction history so if I'm coming in later and I'm looking at the AR invoice I can see the sales order the delivery if you wanted to see the items of course you could see the posting you chose the items right and yes if you wanted to see the journal entries we'd be able to drill into the journal entry and see the journal entry so really quick really easy using a visual analogy just to make people sort of intuitively understand how the system is going to work for them so let's finish up this demo let's get them take some money so show is actually the fastest paying customer in the world and so I have an incoming payment from them again just very simple I can just type in shell and it shows me all the receivables down here I'm going to select which one this is the one that just came in now I'm going to click on my little money bag and I'm going to it automatically defaults to their their default payment type that I've just specified in their card with us and now I'm just going to go in and I can put in all this data I'm just actually going to cheat and just put in where's my dollar amount right there right click and I'm just going to copy balance due and I'm just going to hit OK so it was one two three clicks fourth year and that's it now if I right-click take a look at the relationship map you're going to see that that AR invoice is turned Green because it is paid and you notice now it status is quote [Music]