Difference between revisions of "9 Sales"
From TrueERP wiki
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3.[ ] New Contact - Can you enter customer Contact Details and understand the Primary Contact functionality? | 3.[ ] New Contact - Can you enter customer Contact Details and understand the Primary Contact functionality? | ||
| − | 4.[ ] Customer Types - Do you know how to create a new Customer Type? | + | 4.[ ] Customer Types - Do you know how to create a new Customer Type and what is the main purpose of a Customer Type? |
| − | 5.[ ] Customer List - How do you open the Customer List? | + | 5.[ ] Customer List - How do you open the Customer Express List and or Details List? |
6.[ ] Quick Filters - What are the shortcut keys for a quick filter? | 6.[ ] Quick Filters - What are the shortcut keys for a quick filter? | ||
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14.[ ] Printing and Email Options - How do you print and or email this Quote? | 14.[ ] Printing and Email Options - How do you print and or email this Quote? | ||
| − | 15.[ ] Reminders Settings - Where do you set a reminder to follow up on a Quote? | + | 15.[ ] Reminders Settings - Where do you set a personal reminder to follow up on a Quote? |
16.[ ] Quote Reminders - Does the Reminders prompts make sense? | 16.[ ] Quote Reminders - Does the Reminders prompts make sense? | ||
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21.[ ] Product Status - How do you check the status of any product on an order? | 21.[ ] Product Status - How do you check the status of any product on an order? | ||
| − | 22.[ ] Sales Order Back Order - Do you understand what a Back Ordered Sales Order is and why it | + | 22.[ ] Sales Order Back Order - Do you understand what a Back Ordered Sales Order is and why it is rarely required? |
23.[ ] SO Backorders Off - Do you know which preferences are required to turn Sales Order Back Orders Off | 23.[ ] SO Backorders Off - Do you know which preferences are required to turn Sales Order Back Orders Off | ||
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27.[ ] Entering an Invoice - Can you enter an Invoice? | 27.[ ] Entering an Invoice - Can you enter an Invoice? | ||
| − | 28.[ ] Invoice Back Order List - Do you understand how to get to Back Orders from the lists? | + | 28.[ ] Invoice Back Order List - Do you understand how to get to Back Orders from the lists and/or the BackOrders Button? |
29.[ ] Invoice Back Order - Do you understand the number sequencing with Back Ordered Invoices | 29.[ ] Invoice Back Order - Do you understand the number sequencing with Back Ordered Invoices | ||
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31.[ ] Adding Comments - Has it been explained how to enter pre defined comments by double clicking on the comments field? | 31.[ ] Adding Comments - Has it been explained how to enter pre defined comments by double clicking on the comments field? | ||
| − | 32.[ ] Shipping | + | 32.[ ] Shipping Addresses - Has it been explained how to enter a different shipping address by double clicking on the shipping address field? |
| − | 33.[ ] | + | 33.[ ] Shipping Address List - Did you know that multiple shipping addresses can be either added or imported against the Customer Card? |
| − | 34.[ ] | + | 34.[ ] Pick From - Can you have the goods picked up from a different location to the "Invoice To" and "Shipping Address"? |
| − | 35.[ ] | + | 35.[ ] Delivery Dockets - Can you print a Delivery Docket? |
| − | 36.[ ] | + | 36.[ ] Different Template - Can you select a different template for the Invoice? |
| − | 37.[ ] | + | 37.[ ] Credit Limits - How do you define a system wide Credit Limit and activate Credit Limit Messages? |
| − | 38.[ ] | + | 38.[ ] Credit Limit Messages - What happens when a customer exceeds their credit limit? |
| − | 39.[ ] | + | 39.[ ] On Hold - What effect does the "On Hold" flag have? |
| − | 40.[ ] | + | 40.[ ] Discounts - Do you know how to set a permanent customer discount option? |
| − | 41.[ ] | + | 41.[ ] Product Discounts - Do you know how to set a product customer type discount option? |
| − | 42.[ ] | + | 42.[ ] Auto Load Discounts - What preferences do you need activated for this to work? |
| − | 43.[ ] | + | 43.[ ] Customer Special Price - Can you load a special price for a customer from the quote? |
| − | 44.[ ] | + | 44.[ ] Group Discounts - Do you know where to setup Product Group Discounts in the customer card? |
| − | 45.[ ] | + | 45.[ ] Cash Sales - Do know what a Cash Sale is used for? |
| − | 46.[ ] | + | 46.[ ] Entering an Refund - Can you enter a Customer Refund? |
| − | 47.[ ] | + | 47.[ ] Customer Returns - What is the Customer Return used for? |
| − | 48.[ ] | + | 48.[ ] Make Refund - What happens when you use this function in the Customer Return form? |
| − | 49.[ ] | + | 49.[ ] Refunds/Cash Sales/POS Sales - Do you know where to find these transactions? |
| − | 50.[ ] | + | 50.[ ] Transaction Type - How do you display the transaction types within the list? |
| − | 51.[ ] | + | 51.[ ] Customer Jobs - Why would you use Customer Jobs? |
| − | 52.[ ] Job | + | 52.[ ] Creating a Job - Has it been explained how to create a customer job? |
| − | 53.[ ] | + | 53.[ ] Costs on Jobs - Can you load customer details into a Purchase Order, Bill or Timesheet? |
| − | 54.[ ] | + | 54.[ ] Associating Costs - Can you load these costs into the relevant invoice? |
| − | 55.[ ] | + | 55.[ ] Job Profitability - Would you use the job profitability function and if so can you create a job profitability report? |
| − | 56.[ ] | + | 56.[ ] Areas - Has it been explained what "Areas" are and how to set up and use this functionality? |
| − | 57.[ ] | + | 57.[ ] Sales Reports - Can you run a Sales Report? |
| − | 58.[ ] | + | 58.[ ] My Reports - Can you personalise this report and save it as yours? |
| − | 59.[ ] | + | 59.[ ] Print Labels - Can you print address labels for multiple transactions? |
| − | 60.[ ] | + | 60.[ ] Freight Integration (North America) - Do you know that ERP Shipping can integrate with UPS/FedEx/USPS/Mail Innovations and Canada Post |
| − | 61.[ ] | + | 61.[ ] Transactional Search - Can you search the entire company file for a Global Ref No or Contact Name? |
| − | 62.[ ] | + | 62.[ ] Foreign Currency Sales - Do you sell in Foreign Currency and What Preferences do you need to turn on to use this functionality? |
| − | 63.[ ] Preferences - Now you have an understanding of the Sales Module have you reviewed all the sales preferences and set them to match your company workflow. | + | 63.[ ] FX Rates List - How do you activate in-active rates? |
| + | |||
| + | 64.[ ] FX Customer - How do you set up a Customer for FX? | ||
| + | |||
| + | 65.[ ] FX Products - How do you set up products to be sold in foreign currency? | ||
| + | |||
| + | 66.[ ] Preferences - Now you have an understanding of the Sales Module have you reviewed all the sales preferences and set them to match your company workflow. | ||
Revision as of 16:35, 19 November 2014
Overview
Sales Training
Company:___________________________ Signed:____________________________
Name:___________________ Position:______________ Date: _____________
Trainee to complete: Please tick
1.[ ] Preferences - Do you know where to set up the company Preferences for Sales
2.[ ] New Customer - Can you enter a New Customer?
3.[ ] New Contact - Can you enter customer Contact Details and understand the Primary Contact functionality?
4.[ ] Customer Types - Do you know how to create a new Customer Type and what is the main purpose of a Customer Type?
5.[ ] Customer List - How do you open the Customer Express List and or Details List?
6.[ ] Quick Filters - What are the shortcut keys for a quick filter?
7.[ ] F5,F6 and F7 - Do you know how to use the F5,F6,F7 searching features?
8.[ ] Entering a Quote - Can you enter a Quote?
9.[ ] New From Transaction - Can you create a New Customer from a Transaction?
10.[ ] Double Click Selection - Do you know how to open the product list from the product drop down box?
11.[ ] Transaction Customisation - How do you customise the grid of any transaction form, e.g. Quote?
12.[ ] 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?
13.[ ] Quote List - Can you open the Quote List?
14.[ ] Printing and Email Options - How do you print and or email this Quote?
15.[ ] Reminders Settings - Where do you set a personal reminder to follow up on a Quote?
16.[ ] Quote Reminders - Does the Reminders prompts make sense?
17.[ ] Quote to Sales Order - Can you convert a Quote to a Sales Order?
18.[ ] Inventory Verification - Do you know what the Sales Inventory Verification is used for?
19.[ ] Entering a Sales Order - Can you enter a Sales Order?
20.[ ] Ship Quantity - Why is the ship quantity in some cases not automatically filled in?
21.[ ] Product Status - How do you check the status of any product on an order?
22.[ ] Sales Order Back Order - Do you understand what a Back Ordered Sales Order is and why it is rarely required?
23.[ ] SO Backorders Off - Do you know which preferences are required to turn Sales Order Back Orders Off
24.[ ] Convert Sales Order to Invoice - Do you understand what happens to a Sales Order when it is converted to an invoice?
25.[ ] Status - Do you understand what effect "Status" can have on transaction conversions?
26.[ ] Merge Sales Orders - Do you know how to merge multiple sales orders for the same customer into one invoice?
27.[ ] Entering an Invoice - Can you enter an Invoice?
28.[ ] Invoice Back Order List - Do you understand how to get to Back Orders from the lists and/or the BackOrders Button?
29.[ ] Invoice Back Order - Do you understand the number sequencing with Back Ordered Invoices
30.[ ] Transaction Sequence - Do you know the different ways of accessing the Transaction Sequence list?
31.[ ] Adding Comments - Has it been explained how to enter pre defined comments by double clicking on the comments field?
32.[ ] Shipping Addresses - Has it been explained how to enter a different shipping address by double clicking on the shipping address field?
33.[ ] Shipping Address List - Did you know that multiple shipping addresses can be either added or imported against the Customer Card?
34.[ ] Pick From - Can you have the goods picked up from a different location to the "Invoice To" and "Shipping Address"?
35.[ ] Delivery Dockets - Can you print a Delivery Docket?
36.[ ] Different Template - Can you select a different template for the Invoice?
37.[ ] Credit Limits - How do you define a system wide Credit Limit and activate Credit Limit Messages?
38.[ ] Credit Limit Messages - What happens when a customer exceeds their credit limit?
39.[ ] On Hold - What effect does the "On Hold" flag have?
40.[ ] Discounts - Do you know how to set a permanent customer discount option?
41.[ ] Product Discounts - Do you know how to set a product customer type discount option?
42.[ ] Auto Load Discounts - What preferences do you need activated for this to work?
43.[ ] Customer Special Price - Can you load a special price for a customer from the quote?
44.[ ] Group Discounts - Do you know where to setup Product Group Discounts in the customer card?
45.[ ] Cash Sales - Do know what a Cash Sale is used for?
46.[ ] Entering an Refund - Can you enter a Customer Refund?
47.[ ] Customer Returns - What is the Customer Return used for?
48.[ ] Make Refund - What happens when you use this function in the Customer Return form?
49.[ ] Refunds/Cash Sales/POS Sales - Do you know where to find these transactions?
50.[ ] Transaction Type - How do you display the transaction types within the list?
51.[ ] Customer Jobs - Why would you use Customer Jobs?
52.[ ] Creating a Job - Has it been explained how to create a customer job?
53.[ ] Costs on Jobs - Can you load customer details into a Purchase Order, Bill or Timesheet?
54.[ ] Associating Costs - Can you load these costs into the relevant invoice?
55.[ ] Job Profitability - Would you use the job profitability function and if so can you create a job profitability report?
56.[ ] Areas - Has it been explained what "Areas" are and how to set up and use this functionality?
57.[ ] Sales Reports - Can you run a Sales Report?
58.[ ] My Reports - Can you personalise this report and save it as yours?
59.[ ] Print Labels - Can you print address labels for multiple transactions?
60.[ ] Freight Integration (North America) - Do you know that ERP Shipping can integrate with UPS/FedEx/USPS/Mail Innovations and Canada Post
61.[ ] Transactional Search - Can you search the entire company file for a Global Ref No or Contact Name?
62.[ ] Foreign Currency Sales - Do you sell in Foreign Currency and What Preferences do you need to turn on to use this functionality?
63.[ ] FX Rates List - How do you activate in-active rates?
64.[ ] FX Customer - How do you set up a Customer for FX?
65.[ ] FX Products - How do you set up products to be sold in foreign currency?
66.[ ] Preferences - Now you have an understanding of the Sales Module have you reviewed all the sales preferences and set them to match your company workflow.
