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Basic Idealware Training

Learning Outcomes

  • Look up Sku's in Idealware using various options
  • Identify information on the product screen 4
  • Learn how to create a product line onto an invoice
  • Move forward and backwards in a product line
  • Create a description line on the invoice
  • Display lines on the invoice
  • Know how to modify and existing line's quantity, product, price, and description
  • Know how to delete a line in an invoice
  • Learn how to type a name, address, and phone number in an invoice
  • Learn how to complete a refund invoice
  • Learn the rules for refunds
  • Learn how to complete a charge sale
  • Learn how to complete a credit note
  • Learn how to complete a rental invoice and procedures
  • Discuss and show how to look up specific products that are challenging for cashiers eg. doors, bagged products, insulation, etc.