Hello All -
Trying to get the blog tied up to our site but having trouble finding the files to install that. Any tips? (My developer has told me the he things the file name is CBEBlogEngine.zip but we are not sure where to find it.
Hello Friends -
If an order is placed for a product and shipped before an invoice is received from the vendor, does the profit on the order reflect the average cost at the point the order is invoiced?
Example: New product purchased for client. Client ordered and product was shipped before vendor bill was received. Average cost was $0.00 prior to the bill being entered. Order for client shows 100% profit. Is this normal?
I'm fairly new to CB but am having questions or challenges with refunds. When I create a refund for a RMA, it wants to refund the order at the current listed price not at the price that the order was charged at. Any way to change that setting?
An example is if someone pays $1.00 for a widget a month ago and we change our price to $0.75. When they are within the return perimeters and we go to make a refund, it wants to refund them only $0.75 rather than the $1.00 they paid.
How do I adjust the setting to automatically set the system up to refund at the dollar value the invoice with the RMA was charged at?
(Free) Welcome to the Connected Business implementation and setup course! In this course we will walk you through the various steps you need to take in order to configure your copy of Connected Business for your company. This course is made up of 11 Lessons. This course is not designed to substitute an experienced implementation professional and we highly recommend that you work with one of our partners through this process to guide you to success. You can start the course by clicking the video screenshot on the first course on the right (in the course list). Connected Business is a...
This course is divided into the following lessons: (1) Customer Detail Form, (2) Process Sales Orders, (3) Creating Invoices, (4) Shipping Orders, (5) Entering Payments, (6) Processing Returns and Refunds, (7) Manage Customer Credit, (8) Working with Gift Cards and Gift Certificates, and (9) Manage a Loyalty Program . Each lesson has four parts: 1) learning objectives, 2) general discussion, 3) multiple task demonstrations, and 4) review questions.
The Sales and Customer Service Course is designed to help the Connected Business user manage Leads, Prospects, and Customers. The processes taught support sales, customer service, and customer collections.
Certificate ID: 158
Course name: Website Setup
Completion Date: 2019-05-22
Site name: Connected Business Community
Site URL: https://mycb.university/