What's in this course?


Course curriculum

    1. Introduction to the Customer File Maintenance

      FREE PREVIEW

    2. Customer File Basic Fields

    3. Adding, Deleting, Copying Customer

    4. Adding a Customer Image

    5. Bill To Account & One Ship Info

    6. Hot Message

      FREE PREVIEW

    7. Notes

    8. Account Information

    9. Credit Cards / ACH Accounts

    10. Credit Hold

    11. Tax Information

    12. Service Charges

    13. Additional Information and Quick Links

    1. Introduction to the Special Pricing Tab

      FREE PREVIEW

    2. Configuring the Special Pricing Grid

    3. Add/Delete and Find Items

    4. Edit Pricing

    5. Break Prices

    6. Miscellaneous

    7. Standard Order

    8. Bid Prices

    9. Calc 30-Day Usage Button

    10. Show Future Special Price

    11. Customer Special Price Report

    12. Enable Divisional Billing

    13. Sell Authorized Items Only

    14. Customer Price Customer #

    1. Routes Tab Intro

    2. The Grids of the Routes Tab, Adding and Editing a Route Info

    3. Deleting a Route Info : Route, Stop, Delivery Time

    4. Miscellaneous Fields in the Routes Tab

    1. The Call List Grids: Adding and Editing a Call Time

    2. Deleting a Call Time

    3. Enable Call Days Override

    1. What is a Group Price

      FREE PREVIEW

    2. The Group Pricing Grids: Adding and Editing a Group Price

    3. Deleting a Group Price

    1. Address 3, 4, 5

    2. Invoice Options

    3. Commissions

    4. Other Miscellaneous Fields

    5. Checkboxes: Invoicing Options

    6. Checkboxes: Reporting Options

    7. Checkboxes: Export and Import Options

About this course

  • $2,995.00 / year
  • 48 lessons

Instructor(s)

Senior Instructor Hajer Quilang

Hajer has been with NECS since 2012. She has worn several hats at NECS: Technical Support, Software Implementation, In-house and On-site Trainings plus Software Testing. Now, you'll find her working on FDU.

Hajer currently lives in Philadelphia. In her spare time she likes to watch movies, dabble in poetry, hike, try weird food and sing off-key! Drop her a note for comments, feedback, and suggestions!

Senior Instructor Cyndy Edwards

Cyndy has been with NECS since 2000 and has traveled the country working with food distributors of all kinds.

She started in Technical Support and was promoted to Technical Support Supervisor. Now, she brings all of her knowledge to FDU.

Cyndy currently lives in Connecticut. She loves to kayak, paddleboard and enjoys ice cream! Feel free to contact her with any suggestions or feedback you might have!