Difference between revisions of "9 Sales"

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Revision as of 14:41, 17 November 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 New Customer from a Transaction?

3.[ ] New Contact - Can you enter customer Contact Details and understand the Primary Contact functionality?

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

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

6.[ ] F5,F6 and F7 - Do you know how to use the F5,F6,F7 searching features?

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

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

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

10.[ ] Right Click - Has it been explained how you can access functionality such as: display order/calculator/product notes etc by right clicking on a transaction line?

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

12.[ ] Printing and Email Options - How do you print and or email this Quote?

13.[ ] Reminders Settings - Where do you set a reminder to follow up on a Quote?

14.[ ] Quote Reminders - Does the Reminders prompts make sense?

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

16.[ ] Inventory Verification - Do you know what the Sales Inventory Verification is used for?

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

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

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

20.[ ] Sales Order Back Order - Do you understand what a Back Ordered Sales Order is and why it may not be required?

21.[ ] SO Backorders Off - Do you know which preferences are required to turn Sales Order Back Orders Off

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

23.[ ] Merge Sales Orders - Do you know how to merge multiple sales orders for the same customer into one invoice?

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

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

26.[ ] Invoice Back Order - Do you understand the number sequencing with Back Ordered Invoices

27.[ ] Transaction Sequence - Do you know the different ways of accessing the Transaction Sequence list?

28.[ ] Adding Comments - Has it been explained how to enter pre defined comments by double clicking on the comments field?

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

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

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

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

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

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

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

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

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

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

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

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

41.[ ] Status - Do you understand what effect "Status" can have on transaction conversions?

42.[ ] Cash Sales - Do know what a Cash Sale is used for?

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

44.[ ] Customer Returns - What is the Customer Return used for?

45.[ ] Make Refund - What happens when you use this function in the Customer Return form?

46.[ ] Refunds/Cash Sales/POS Sales - Do you know where to find these transactions?

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

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

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

50.[ ] Associating Costs - Can you load these costs into the relevant invoice?

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

52.[ ] Areas - Has it been explained what "Areas" are and how to set up and use this functionality?

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

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

55.[ ] Print Labels - Can you print address labels for multiple transactions?

56.[ ] Freight Integration (North America) - Do you know that ERP Shipping can integrate with UPS/FedEx/USPS/Mail Innovations and Canada Post

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

58.[ ] Foreign Currency Sales - What Preferences do you need to turn on to use this functionality?

59.[ ] FX Rates List - How do you activate in-active rates?

60.[ ] FX Customer - How do you set up a Customer for FX?

61.[ ] FX Products - How do you set up products to be sold in foreign currency?

62.[ ] Preferences - Have you reviewed all the sales preferences and set them to match your company workflow.