Category Archives: Accounting/Finance

Customer Payment Process – with Authorize.net in Odoo

Posted on July 18, 2019 by Tony Brumley

  Background Information We are no longer utilizing Chase PaymentTech to process customer credit card payments. The process now with Authorize.net is fully integrated into Odoo. This new system opens up several advantages including: Enhanced Security. Now our customers will … Continue reading →

Posted in Accounting/Finance, Odoo, Sales | Leave a comment

Computer Skills Assessment

Posted on November 20, 2018 by Tony Brumley

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Posted in Accounting/Finance, Administration | Leave a comment

Used Equipment Purchasing Practices

Posted on October 23, 2018 by Tony Brumley

USED EQUIPMENT PURCHASING PRACTICES (this article updated 1/16/2020 from training that Blue Lowrance did for us now that Used Equipment purchasing is handled in Odoo) Purchasing Portal Transitional Changes: Due to occasional issues on the website portal, it may be … Continue reading →

Posted in Accounting/Finance, Customer Service, Logistics (Ship/Rcv/Transport), Purchasing, Sales | Leave a comment

Matching/Clearing Payments

Posted on October 23, 2018 by Tony Brumley

MATCHING/CLEARING PAYMENTS Once a customer has made a payment, you will need to match the payment to the correct invoice and clear it from the open system. In Great Plains click the “Sales” menu on the left side then look … Continue reading →

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Collecting Second Half, Follow-Up and or Final Payments

Posted on October 23, 2018 by Tony Brumley

COLLECTING 2ND HALF, FOLLOW-UP AND FINAL PAYMENTS Sales personnel are responsible for collecting full payment on orders A “Deposit Hold” will be placed on all orders not at 100% paid status. Sales personnel are encouraged to go to salespad.buydentalequipment.com/reports, look … Continue reading →

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