Introduction
to the
Oracle Small Business Suite

 
 
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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
 
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Ability to enter transactions into
Oracle Small Business
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Understanding inventory vs.
non-inventory items
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Understanding prepaid expenses
 
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Understand the sales cycle within
Oracle Small Business 
§        
Understand how to enter discounted
transactions
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Learn how to create estimates and
then create invoices
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Knowing when to use cash sales vs.
invoices
 
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Learn how to activate the Payroll feature within Oracle Small Business
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Understand what tax tables are
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Learn how to set up payroll vendors
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Learn how to create payroll items
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Understand Year-to-date amounts
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Learn how to process paychecks
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Learn how to pay payroll
liabilities
§        
Understand and enter time tracking
records
 
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Learn how to create a Web store
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Understand Oracle Small Business
Web Store features
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Learn how to set up store items,
categories and specials
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Learn how to approve and process
sales
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Learn how to print picking tickets,
packing slips and return forms
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Understanding regular payments,
recurring bills, and memorized transactions
§        
Tracking inventory and running
inventory reports
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Reconciling bank accounts, printing
checks/forms, and making deposits
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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
 
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OracleSBTraining.com
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