Train, Test & Learn > Customer Management Module 1

Learn how to complete the basic Customer Management functions in MYOB Acumatica

 

About this Training Module 


6 Training Sections | 30 Training Videos | 45m estimated training time 

Training structure: Watch the training videos below and select Complete when done. To embed your learning, complete the Training Quiz and Test & Learn Activities

Training Guide:Click here to download the printable Training Guide for this module. 

Training Sections:

  1. Workspace Introduction
  2. Profiles - Customer Accounts, Credit Terms, Sales Prices
  3. Transactions - Invoices, Credit Memos, Customer Payments, Cash Sales
  4. Bulk Processes
  5. Inquiries
  6. Workspace Management (Optional): Preferences, Sales Price Worksheets and Reports 

Disclaimer: The information in Advanced Bootcamp is of a generic nature and is based on information supplied by MYOB Australia Pty Ltd. It does not include, and must not be relied on, for legal, accounting, taxation, financial or employment advice. BusinessHub takes no responsibility for information in external websites. Contains demo data only.

 

Section 1: Workspace Introduction 


 

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Section 2: Profiles


 

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Section 3: Transactions


 

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Section 4: Bulk Processes


 

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Section 5: Inquiries


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Section 6: Workspace Management 


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Training Module Completion


Click Complete to register that you have completed this training module.

Optional: To embed your learning, complete the Training Quiz and Test & Learn Activities in your MYOB Acumatica TEST database. 

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