Hands on Practice, Lesson 4: Sales (Quotations, Sales Orders, Invoices, Credit Memos)

In this lesson, you will practice creating, finding, editing, printing, and deleting quotations, sales orders, invoices, and credit memos.  This lesson assumes that you have carefully read the OneSource Quick Start Guide, and that you have completed Lessons 1-3.

Creating Quotes

Complete the following scenarios:

  1. Create a new quote to show how much it will cost “CustomerABC” to buy 3 of the item “AAA”.  Show Me

  2. Create a new quote to show how much it will cost “CustomerABC” to buy 5 of the item “BBB” with a 10% discount.  Choose a Ship To customer that is different than the Bill To customer.  Show Me

  3. Create a quote for a new customer that has not already been entered into OneSource.  Quote this customer for 2 of item “AAA” and 3 of item “BBB”.  Show Me

  4. Create a new quote using “CustomerABC” for the Bill To customer.  In the Ship To dropdown, enter in a new ship to customer that has not already been entered into OneSource.  Quote this customer for 4 of item “AAA”.  Show Me

  5. Create a new quote using the Check Price & Availability form.  Choose “CustomerABC” as the customer and “AAA” for the item.  Show Me

Creating Sales Orders

Complete the following scenarios:

  1. Create a new sales order.  Sell and ship 3 “AAA” items to “CustomerABC”.  Show Me

  2. Create a new sales order.  Sell 4 “BBB” items with a 5% discount to “CustomerABC”.  Ship the order to one of CustomerABC’s Ship To locations.  Show Me

  3. Create a sales order for a new customer that has not already been entered into OneSource.  Sell 2 of item “AAA” and 3 of item “BBB”.  Show Me

  4. Create a new sales order for ”CustomerABC” by using the Check Price & Availability form.  Sell any quantity of item “AAA”.  Show Me

  5. Create a new sales order by duplicating one that you have already made.  Show Me

  6. Create a new sales order from one of the quotes you made earlier.  Show Me

Creating Invoices

Complete the following scenarios:

  1. Create a new invoice.  Sell and ship 3 “AAA” items to “CustomerABC”.  Show Me

  2. Create a new invoice.  Sell 4 “BBB” items with a 5% discount to “CustomerABC”.  Ship the invoice to one of CustomerABC’s Ship To locations.  Show Me

  3. Create an invoice for a new customer that has not already been entered into OneSource.  Sell 2 of item “AAA” and 3 of item “BBB”.  Show Me

  4. Create a new invoice by duplicating one that you have already made.  Show Me

  5. Create a new invoice from one of the sales orders you made earlier.  Show Me

Creating Credit Memos

  1. Create a new credit memo for "CustomerABC" who is returning 5 "BBB" items.  Show Me

  2. Create a new credit memo for "CustomerABC" who is returning 4 "AAA" items.  Show Me

Finding Quotes, Orders, Invoices, and Credit Memos

By now, you should have some pretty good searching skills, so this section contains only a few exercises.

Complete the following scenarios:

  1. Using the Simple Search form, find a quote by first filtering for quotes between 1/1/2004 and 6/1/2004, and then choosing the oldest quote.  Show Me

  2. Using the Summary of Sales Orders form, find all the Sales Orders that have an Amount greater than $2,000.  Show Me

  3. Using the Summary of Sales Orders form, find all the Sales Orders that were created by Sales Rep Jim.  Show Me

  4. Using the Summary of Credit Memos form, find all the Credit Memos that have an Amount less than $1,000.  Show Me

Editing Quotes, Orders, Invoices, and Credit Memos

Complete the following scenarios:

  1. Find one of the Sales Orders you just made and change the Quantity Ordered to 8.  Show Me

  2. Add a Comment to the first line item on a Quote.  Show Me

  3. Mark an Invoice line item as Non-Taxable.  Show Me

  4. Add another line item to the Sales Order, choose any item you would like.  Show Me

  5. Delete the line item you just created.  Show Me

  6. Add an inventory that is out of stock so you can back order it in the next section.  Show Me

  7. Find one of the Credit Memos you created earlier, and change the Quantity to 7.  Show Me

Additional Functionality for Quotes, Orders, Invoices, and Credit Memos

Complete the following scenarios:

  1. Create a back order from the sales order you created in the previous lesson.  Show Me

  2. Batch create invoices.  Show Me

  3. Purge expired quotations.  Show Me

  4. Batch Create RMA's.  Show Me

Printing Quotes, Orders, and Invoices

Complete the following scenarios:

  1. Print a standard Quote, Sales Order, Invoice, and Credit Memo.  Show Me

  2. Print an Invoice Summary by Invoice Number.  Shuotow Me

  3. Print a Sales Order Summary using the Summary of Sales Orders form.  Show Me

  4. Print a Credit Memo Summary using the Summary of Credit Memos form.  Show Me

Deleting Quotes, Orders, Invoices, and Credit Memos

Complete the following scenarios:

  1. Delete any Quote you would like from OneSource.  Show Me

  2. Delete any Sales Order you would like from OneSource.  Show Me

  3. Delete any Invoice you would like from Onesource.  Show Me

  4. Delete any Credit Memo you would like form OneSource.  Show Me

 

ID: L1081