CSBM 1214 Sales Order Entry for Small Business

Description

Sales Order Entry for Small Business teaches the proper method of gathering and entering sales data. The student will know the difference between the sales that needs to interact with perpetual inventory, and which do not. The student will learn how sales tax affects all types of sales. Customers will be setup properly to reflect the discount, chart of account number, sales and use taxes, and pricing levels that apply, as well as customer categories for statement purposes.

Management Credits

2

Prerequisite

Student is a business owner, employee or entrepreneur or by special permission of the instructor.

Topics to be Covered

1. Set-up, implement and maintain a sales order computerized recordkeeping system

Learning Outcomes

1. Install and configure sales order software

2. Develop procedures for customer order entry

3. Create an invoice template

4. Determine and implement credit terms

5. Prepare, print, and deliver customer invoices

6. Review aging reports to determine cash flows