Who should complete this module?

Members of the sales team that work in the back office should be assigned this module. Not every member need complete each lesson within a topic; this will be dependent on individual management requirements. However if each lesson is completed it will allow the user a greater understanding of the setup and workings of that topic.

What this course aims to achieve:

This Branch Administration module aims to provide an introduction into the administration in sales. The module will give an understanding of the creation and amendment of credit notes, acknowledging cash, making account payments, cashing up in a branch and the snapshot and order margin review (OMR).


Credit Notes

This topic looks at the creation, amendment and completion of credit notes within the system. Credits can be used to return goods back into stock from a customer, and also in order to refund monetary value on an order to the customer. There are two types of credit on the system:

-         Convert to Credit

The Convert to Credit function is used when a customer can provide you with any document number that relates to a sales order they have previously placed. The credit created will link then copy from the sales order and create a link between the two.

-         Credit Note

The Credit Note is used when there is a need to allow a credit with regardless of having the sales order previously on the system. This is usually restricted to senior staff, which will manually enter a credit that is not linked to a sales order.

Acknowledge Cash (COD payment)

In this topic we will look at the scenario in which a customer had placed a ‘Cash on Delivery’ order; the driver must confirm delivery and collect a payment. The payment will need to be acknowledged on the system. You will see the how this is processed through from the Sales Order Processing menu option, Acknowledge Cash screen.


Cashing up in a branch

In this topic we will see how to run through cashing up in a branch. Cashing up is a daily routine, the cash in tills needs to be checked against what the system has taken, this can be accessed through the Sales Order Processing menu option. Within this lesson, you will see how to perform the following functions:

-         Closing a Till

-         Reconciling Tills

-         Bank Account Transfers

-         Reconciling Bank Statements

-         Reconciliation Reports


Snapshot and Order Margin Review

In the Snapshot and Order Margin Review (OMR) topic we are able to quickly review sales in a branch. The Snapshot (Summary) tab of the form provides an overall picture of total values for transactions that are in Sales Order Processing.

The Order Margin Review (OMR) provides a list of orders which fall outside specified margin limits set by the max/min margin group parameters. It may be the total margin of the order, or just one or several lines which fall outside these limits. Lines that are outside the normal operating margins must be approved, or amended. This must be done before the invoice can be printed.