Business Invoicing & Reports - with sXc Business Suite
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Business Invoicing & Reports - with sXc Business Suite

Invoicing / Billing Solution for B2B or B2C (with POS - Point of Sale) , Inventory Management and much more...
0.0 (0 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
32 students enrolled
Created by Manu Garg
Last updated 6/2019
English
English [Auto-generated]
Current price: $55.99 Original price: $79.99 Discount: 30% off
5 hours left at this price!
30-Day Money-Back Guarantee
This course includes
  • 4.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Invoicing Basics - What, Why, Where, How of Invoicing for Business
  • sXc Business Suite - How to get a free trial, Install and Configure the system for your business
  • How to configure and customize your Invoice for your special needs
  • Configuration and handling taxes and charges in Invoices
  • Creating Invoices and managing your data
  • Inovices Export and Reporting Options
Requirements
  • You should have a computer with Windows (7,8, 10 or above) and have the rights to install software on it.
Description

Create and manage Invoicing for your business and move ahead from 'Bill Books', MS excel or legacy software you have been using. You can also use the POS (Point of Sale) in the Sales module for your retail outlets. Manage your important data including the color, Serial Nos., Batch Nos., specifications of the items and services etc., and then also be able to pull out this data later for returns filing or business analysis purposes, then you are at the right place.

This course will:

1. Take you step by step on how to download, install, configure and use the software (sXc Business Suite) for your business.

2. Introduce you on how you can setup a business management system to cater to the different requirements of various departments.

By the end of this course, you will be able to have a system and create and manage invoices for your business.


Who this course is for:
  • If you want to be able to understand how to create invoices for your customers, how to include taxes, and other charges in it.
  • If you already create and manage bills / invoices and want to make it more systematic and organized.
  • If you are looking for a system that helps you manage your data easily and cater to the business needs as well.
Course content
Expand all 33 lectures 04:33:28
+ Setting up your System
5 lectures 56:36
Understanding the Components Involved
02:57
Downloading and Installing MS SQL Server
14:05
Downloading and Installing sXc Business Suite
07:51
Set Up Sunwheel Products Manager and Create New Database
14:28
Setting Up User Licenses
17:15

Let us review how much we understand so far.

System Setup Quiz
1 question
+ Configuring the Parts of an Invoice
11 lectures 01:44:42
Company configuration and Basic Settings
09:06
Understanding the Items and Services
20:37
Creating a Warehouse
02:42
Creating an Item and How to Navigate Records
04:24
Understanding Tax Configurations in General
06:30
Importing Item Groups And Items from MS Excel
17:43
Managing Customer Data (Billing and Shipping Addresses etc.)
07:57
Importing Customers from MS Excel
08:10
How to manage Document Numbering (Series)?
03:30
Setting Up Invoice Format(s)
10:10

Lets review a little about what we understand so far.

Invoice Components
1 question
+ Enhanced Invoicing
10 lectures 01:16:35
Enabling Inventory Management
03:34
Creating Inventory Opening Balances Manually
08:24
Importing Inventory Opening Balances
05:45
Invoicing with Inventory Control
03:51
What about Additional Charges?
06:53
What are Item ( Line Level ) Specifications?
08:29
The case of User Defined Fields
08:56
Invoicing with Batch Nos.
11:47

Lets see if we have understood the pricing mechanism properly.

Pricing
1 question
+ Reports Management
2 lectures 24:40
Using Pre-built Standard Reports
07:32
Creating and configuring Custom Reports
17:08
+ Conclusion
1 lecture 01:26
Signing Off - What next?
01:26