Introduction
to the
Oracle Small Business Suite
§
Ability to sign up for a new
account
§
Ability to Navigate through the
Oracle Small Business Suite
§
A basic understanding of accounting
solutions available to businesses
§
A basic understanding of Balance
Sheet and Income Statement Accounts
§
Ability to enter opening balances
§
Ability to enter transactions into
Oracle Small Business
§
Understanding inventory vs.
non-inventory items
§
Understanding prepaid expenses
§
Understand the sales cycle within
Oracle Small Business
§
Understand how to enter discounted
transactions
§
Learn how to create estimates and
then create invoices
§
Knowing when to use cash sales vs.
invoices
§
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Learn how to activate the Payroll feature within Oracle Small Business
§
Understand what tax tables are
§
Learn how to set up payroll vendors
§
Learn how to create payroll items
§
Understand Year-to-date amounts
§
Learn how to process paychecks
§
Learn how to pay payroll
liabilities
§
Understand and enter time tracking
records
§
Learn how to create a Web store
§
Understand Oracle Small Business
Web Store features
§
Learn how to set up store items,
categories and specials
§
Learn how to approve and process
sales
§
Learn how to print picking tickets,
packing slips and return forms
§
Understanding regular payments,
recurring bills, and memorized transactions
§
Tracking inventory and running
inventory reports
§
Reconciling bank accounts, printing
checks/forms, and making deposits
§
Running year-end reports
§
Understanding how to use credit
memos
§
Understanding the relationship
between customer, companies and contacts
§
Understanding the notes, tasks and
events features
§
Understanding a name type
§
Understanding CRM reporting
§ How to analyze business reports
§ How to determine break-even points in
business
§ Understanding profitability of items, customers and
classes/departments
NetledgerTraining.com
OracleSBTraining.com
202-829-4444
800-319-3190