Formation SAGE 100 GESTION COMMERCIALE I7

Module 1: Basic Setup
 

Opening or creating the commercial file

Creation and configuration of commercial settings (payment methods, organizational structure...)

Company identification details setup

Module 2: Creation of Basic Files
 

Setting up accounting elements for commercial files (accounts, VAT rates, banks, payment templates)

Creating article families and individual articles

Managing customers, suppliers, and representatives

Stock warehouse setup

Module 3: Inventory Management
 

Stock inflow and outflow transactions

Handling stock shortages and replenishment processes

Module 4: Sales Documents
 

Sales document flow, from quotes to invoices: creation, conversion, and impact on stock

Handling credit notes for returned goods

Consolidating multiple quotes (or deliveries) into a single invoice

Module 5: Purchase Documents
 

Purchase document flow, from orders to supplier invoices: creation, conversion, and impact on stock

Module 6: Miscellaneous
 

Managing advance payments and recording customer payments

Updating price lists

Handling special pricing arrangements

Inquiry into customer, supplier, and article details

Customer mailing activities

Module 7: Transfer to Sage Accounting
 

Configuring data transfers to accounting software

Module 8: Statistical Analysis

Customer statistics based on article families

Supplier statistics by article

Article statistics by customer

Representative-related statistics

Module 9: Data Security
 

Data backup procedures and best practices

Implementation of data encryption measures if applicable

Regular data integrity checks and maintenance routines