Demo

Viindoo demo handbook for trading and distribution

63 step-by-step lessons on the demo system: sales and CRM, purchasing, warehouse and serial numbers, assembly to order, warranty repairs, website and store for business customers, and accounting.

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Parts of the handbook

How to use this handbook

b1

1 lessons

  1. Lesson 1. One assembled machine order, from quotation to warranty

Part I. General configuration

7 lessons

  1. Lesson 2. Company and accounting regime
  2. Lesson 3. Enabled features and "what you lose without them"
  3. Lesson 4. Product categories and accounting accounts (152, 155, 156)
  4. Lesson 5. Payment terms
  5. Lesson 6. Users and roles
  6. Lesson 7. Configuration lookup: what to see and where to open it
  7. Lesson 8. Exercise: reading the configuration

Part II. Sales and CRM

5 lessons

  1. Lesson 9. Read the running sales and CRM configuration
  2. Lesson 10. From a CRM opportunity to a quotation with cost and margin
  3. Lesson 11. Ask for low-margin approval, send the quotation, confirm three kinds of orders, and cancel
  4. Lesson 12. Sales and CRM reports
  5. Lesson 13. Practice exercise: a day in the life of a salesperson

Part III. Purchasing

8 lessons

  1. Lesson 14. Purchasing configuration: vendors, purchase prices, order approval
  2. Lesson 15. Restocking purchase order
  3. Lesson 16. Receiving goods and recording serial numbers
  4. Lesson 17. Vendor bills and payment
  5. Lesson 18. Purchase order generated from a made-to-order sales order
  6. Lesson 19. Internal restocking request through Approval (optional)
  7. Lesson 20. Purchasing reports
  8. Lesson 21. Exercise: extra purchase and partial payment

Part IV. Warehouse and serial numbers

8 lessons

  1. Lesson 22. Five warehouses and the document types
  2. Lesson 23. Delivery with serial numbers
  3. Lesson 24. Customer returns and credit notes
  4. Lesson 25. Serial number traceability: from purchase to sale to repair
  5. Lesson 26. Stock by warehouse and stock value
  6. Lesson 27. Physical inventory (view only)
  7. Lesson 28. Warehouse reports
  8. Lesson 29. Exercise: deliver, receive back and trace

Part V. Assembly to order

9 lessons

  1. Lesson 30. Read the assembly configuration
  2. Lesson 31. Sell an assembled machine to Thanh Bình and open the automatic order
  3. Lesson 32. Finish the machine, assign the serial number and complete the order
  4. Lesson 33. Read the machine cost: from components to account 155
  5. Lesson 34. Deliver the machine to the customer
  6. Lesson 35. A new configuration without a bill of materials
  7. Lesson 36. When components are missing
  8. Lesson 37. Assembly reports
  9. Lesson 38. Self-study exercises

Part VI. Warranty repairs

6 lessons

  1. Lesson 39. Configure warranty repairs
  2. Lesson 40. Receive a machine under warranty and replace a part
  3. Lesson 41. Repair a machine out of warranty: quote, confirm, invoice
  4. Lesson 42. Look up the history of a machine by serial number
  5. Lesson 43. Warranty repair reports
  6. Lesson 44. Self-study exercise: warranty repairs

Part VII. Website and store for business customers

8 lessons

  1. Lesson 45. Configure the website and the store
  2. Lesson 46. A visitor browses the website and the store
  3. Lesson 47. A business customer signs in and places an order
  4. Lesson 48. Process a web order in the internal system
  5. Lesson 49. The customer views orders and invoices on the portal
  6. Lesson 50. The contact form on the website
  7. Lesson 51. Sales reports of the website
  8. Lesson 52. Self-study exercise: website and store

Part VIII. Accounting

11 lessons

  1. Lesson 53. Read the accounting configuration
  2. Lesson 54. Sell a stock item, issue the invoice and read the cost of goods
  3. Lesson 55. Electronic invoices: what the system has
  4. Lesson 56. Collect from the customer in two installments
  5. Lesson 57. Reconcile the bank statement
  6. Lesson 58. Receivables, payables and aged balances
  7. Lesson 59. Rent, utilities and payroll in the story
  8. Lesson 60. Financial statements B01-DN, B02-DN, B03-DN and the stock report
  9. Lesson 61. Print documents
  10. Lesson 62. Catalog of accounting reports
  11. Lesson 63. Self-study exercise

Reference and appendices

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