Clarity Order Processing Workshop

Who is it applicable to?

The Clarity Sales Order Processing workshop runs through the sales process in Clarity from start to finish. In a simple and effective way, you can understand how to raise jobs in Clarity and follow those jobs through the invoicing stage (even through Sage) and see the purchase order raised against it before it gets sent out to production. This course really outlines how streamline your business can be by utilising Clarity Professional to its potential.

What is covered?

• Quoting
  • Adding items from a price list
  • Including bespoke items
  • Charging for extras such as delivery or installation
  • Changing the terms based on the contact quoted
• Invoicing
  • Printing / emailing invoices
  • Sending an invoice to Sage
  • Invoicing and delivering to different addresses
• Price Lists
  • Internal, External and Sub-Assembly price lists
  • Calc-Wizard price lists
  • Price breaks per quantity sold
• Purchase Orders
  • Basic purchase order adding

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