Job Aids
Sets of clear, step-by-step instructions for people doing specific jobs
Accounts Payable Officer
- Processing Supplier Documents
- Processing Payments to Suppliers
- Processing Prepayments
- Reviewing Accounts Payable Reports
Shipping Officer
- Processing Transfer Orders (Shipping Officer)
- Entering Sales Orders
- Shipping Orders
- Preparing Invoices
- Processing Sale Without Shipment
- Printing Documents and Labels (Shipping Officer)
Accounts Receivable Officer
- Processing Invoices
- Processing Customer Payments
- Processing Deposits
- Reviewing Financial Statements and Accounts Receivable Reports
Sales Consultant
- Managing Opportunities
- Managing Leads, Contacts, and Business Accounts
- Managing Quotes, Sales Orders, and Invoices
Receiving Officer
- Processing Documents
- Performing Inventory Transactions
- Processing Transfer Orders (Receiving Officer)
- Printing Documents and Labels (Receiving Officer)
Chief Financial Officer
- Managing General Ledger Accounts and Subaccounts
- Configuring the Financial Year and Financial Periods
- Managing the Financial Year and Financial Periods
- Working with Ledgers
- Preparing Budgets
- Reviewing Accounts Balances and Details
- Generating Recurring Transactions
- Managing Allocations
- Reviewing Financial Statements and Accounts Receivable Reports (Chief Financial Officer)
- Reviewing Accounts Payable Reports (Chief Financial Officer)
- Managing General Ledger Transactions
Inventory Controller
Marketing Coordinator
- Managing Emails, Tasks, and Activities
- Managing Marketing Lists and Campaigns
- Managing Leads and Contacts
Marketing Manager
- Managing Marketing Lists and Campaigns (Marketing Manager)
- Managing Leads and Contacts (Marketing Manager)
- Managing Sales Stages
- Managing Emails, Tasks, and Activities (Marketing Manager)
Telemarketing Manager
- Managing Leads and Contacts (Telemarketing Manager)
- Managing Emails, Tasks, and Activities (Telemarketing Manager)
Warehouse Manager
- Preparing Inventory to Closing Periods
- Configuring Basic Inventory
- Configuring Physical Inventory
- Preparing a Physical Inventory
- Configuring Replenishment of Inventory Items
- Managing Warehouses
Sales Manager
- Approving Expenses
- Managing Product Catalog (Sales Manager)
- Processing Payments (Sales Manager)
- Processing Purchase for Sale (Sales Manager)
- Processing Orders for Drop-Shipment (Sales Manager)
- Approving Sales Orders (Sales Manager)
Sales Operations Manager
- Managing Product Catalog
- Approving Sales Orders
- Processing Payments
- Processing Orders for Drop-Shipment
- Processing Purchase for Sale
Service Manager
- Managing Cases and Opportunities
- Scheduling Appointments
- Processing Billing Documents
- Processing Service Contracts
- Processing Service Orders
- Tracking Customers' Equipment
- Processing Routes