Difference between revisions of "9 Sales"

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Revision as of 08:14, 15 May 2014

Overview

Sales Training

Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] New Customer - Can you enter a New Customer?

2. [ ] New From Transaction - Can you create a Customer from a Transaction?

3. [ ] New Contact - Can you enter customer Contact Details?

4. [ ] Customer List - How do you open the Customer List?

5. [ ] Filtering Lists - Do you know how to filter a list or report to show only specific details?

6. [ ] Quick Filters - What are the shortcut keys for a quick filter?

7. [ ] Multiple Filters - Can you create a filter on a filter?

8. [ ] Sorting Columns - How do you sort any column?

9. [ ] Search on Columns - What are the 2 different methods for selecting a column to search on?

10.[ ] Default Search Columns - What is the default search column in any list or report?

11.[ ] Searching with F5, F6 and F7 - Do you know how to use the F5,F6,F7 searching features? Also how to use the search box on the main screen.

12.[ ] Global Lists - What data is in the Global list?

13.[ ] Transactional Search - Can you search the entire company file for a Global Ref No or Contact Name?

14.[ ] Entering a Quote - Can you enter a Quote?

15.[ ] Transaction Customisation - How do you customise the grid of any transaction form, e.g. Quote?

16.[ ] Quote List - Can you open the Quote List?

17.[ ] Reminders - Does the Reminders prompts make sense?

18.[ ] Reminders Settings - Where do you set your own reminders?

19.[ ] Entering a Sales Order - Can you enter a Sales Order?

20.[ ] Double Click Selection - Do you know how to open the product list from the product drop down box?

21.[ ] Product Status - How do you check the status of any product on an order?

22.[ ] Credit Limit Messages - What happens when a customer exceeds their credit limit?

23.[ ] On Hold - What effect does the "On Hold" flag have?

24.[ ] Entering an Invoice - Can you enter an Invoice?

25.[ ] Ship Quantity - Why is the ship quantity in some cases not automatically filled in?

26.[ ] Delivery Dockets - Can you print a Delivery Docket?

27.[ ] Entering an Refund - Can you enter a Customer Refund?

28.[ ] Invoice/Refunds - Do you know where to find the refunds?

29.[ ] Transaction Type - How do you display the transaction types within the list?

30.[ ] Renaming Columns - Can you rename one of the columns on the list?

31.[ ] Creating a Job - Has it been explained how to create a customer job

32.[ ] Job Profitability - Would you use the job profitability function and if so can you create a job profitability report?

33.[ ] Associating Costs - Do you know how to auto load expenses for a job onto an invoice?

34.[ ] Quote to Invoice - Can you convert a Quote to an Invoice?

35.[ ] Costs on Jobs - Can you load customer details into a Purchase Order or Bill?

36.[ ] Loading Costs - Can you load costs into the relevant invoice?

37.[ ] Quote to Sales Order - Can you convert a Quote to a Sales Order?

38.[ ] POS Sales - Can you create a POS sale?

39.[ ] Finding POS Sales - Where can you find POS sales?

40.[ ] Displaying Cash Sales - Do know what a Cash Sales is used for?

41.[ ] Sales Order Back Order - Do you understand what a Back Ordered Sales Order is?

42.[ ] Back Order List - Do you understand how to get to Back Orders from the lists?

43.[ ] Convert Sales Order to Invoice - Do you understand what happens to a Back ordered Sales Order when it is converted to an invoice?

44.[ ] Adding Comments - Has it been explained how to enter a different comments by double clicking on the comments field?

45.[ ] Shipping addresses - Has it been explained how to enter a different shipping address by double clicking on the shipping address field?

46.[ ] Pick From - Can you have the goods picked up from a different location to the "Invoice To" and "Shipping Address"?

47.[ ] Different Template - Can you select a different template for the Invoice?

48.[ ] Customer Types - Do you know how to create a new Customer Type?

49.[ ] Discounts - Do you know how to set a permanent customer discount option?

50.[ ] Product Discounts - Do you know how to set a product customer type discount option?

51.[ ] Auto Load Discounts - What preferences do you need activated for this to work?

52.[ ] Customer Special Price - Can you load a special price for a customer from the quote?

53.[ ] Group Discounts - Do you know where to setup Product Group Discounts in the customer card?

54.[ ] Discounts Video - Have you watched the Discounts Video?

55.[ ] Sales Reports - Can you run a Sales Report?

56.[ ] My Reports - Can you personalise this report and save it as yours?

57.[ ] CRM, Leads and Marketing - Will you be using CRM and Marketing and if so, have you watched the videos etc on this area?