Training: Manage sales orders with fulfillment
Related topicsSage University provides training that you can take at your own pace. Our courses help you develop the skills and knowledge that you need to work effectively and efficiently in Sage Intacct.
The Managing sales orders with fulfillment course is designed to help users get started with the Inventory Control fulfillment feature quickly.
The course is approximately 1 hour long and teaches you how to:
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Configure the feature and related workflow
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Understand how configuration options affect inventory workflows
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Learn about the various fulfillment stages
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Be walked through how to process sales orders through all fulfillment stages
Before you start the training
To access Sage University, you need to log in to your Sage account. Your Sage account, which differs from your Intacct user name and password, uniquely identifies you across many Sage products and services including Sage University.
Connect to Sage University from within Sage Intacct.
- Go to Help & Support > Sage University.
- Log in with your Sage account email address and password.
Select Create account at the bottom of the Login page if you do not have a Sage account.
See Log in to Sage University for instructions on creating a Sage account.
Pause or resume a course
You do not need to complete a course in one session. You can pause and return to the course at any time.
- Go to Help & Support > Sage University.
- Select View my transcript.
- Find your in-progress courses in your learning transcript list and select Open Curriculum.
- Select Launch to resume a course.
Terminology in courses
Not all courses have their terminology localized yet. For example, you might see vendor instead of supplier. While some terminology might be different, the concepts in the courses are the same. For information on terms that may differ in your location, see Terminology across locales.
