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<menu align="center" name="myMenu">
 
<menu align="center" name="myMenu">
 
Answers=
 
Answers=
−
[[1 New Customer]]
+
[[1. Preferences]]
−
[[2 New From Transactions]]
+
[[2. New Customer]]
−
[[3 New Contact]]
+
[[3. New Contact]]
−
[[4 Customer List]]
+
[[4. Customer Types]]
−
[[5 Filtering Lists]]
+
[[5. Customer List]]  
−
[[6 Quick Files]]
+
[[6. Quick Filters]]
−
[[7 Multiple Filters]]
+
[[7. F5,F6 and F7]]
−
[[8 Sorting Columns]]
+
[[8. Entering a Quote]]
−
[[9 Search on Columns]]
+
[[9. New From Transaction]]
−
[[10 Default Search Columns]]
+
[[10. Double Click Selection]]
−
[[11 F5 F6 and F7]]
+
[[11. Transaction Customization]]  
−
[[12 Global Lists]]
+
[[12. Right Click]]
−
[[13 Transactional Search]]
+
[[13. Quote List]]
−
[[14 Entering a Quote]]
+
[[14. Printing and Emailing Options]]
−
[[15 Transaction Customisation]]
+
[[15. Reminders Setting]]
−
[[16 Quote List]]
+
[[16. Quote Reminders]]
−
[[17 Reminders]]
+
[[17. Quote to Sales Order]]
−
[[18 Reminder Settings]]
+
[[18. Inventory Verification]]
−
[[19 Entering a Sales Order]]
+
[[19. Entering a Sales Order]]
−
[[20 Double Click Selection]]
+
[[20. Ship Quantity]]
−
[[21 Product Status]]
+
[[21. Product Status]]
−
[[22 Credit Limit Messages]]
+
[[22. Sales Order Back Order]]
−
[[23 On Hold]]
+
[[23. SO Backorders Off]]
−
[[24 Entering an Invoice]]
+
[[24. Convert Sales Order to Invoice]]  
−
[[25 Ship Quantity]]
+
[[25. Status]]
−
[[26 Delivery Dockets]]
+
[[26. Merge Sales Order]]
−
[[27 Entering a Refund]]
+
[[27. Entering an Invoice]]
−
[[28 Invoice/Refunds]]
+
[[28. Invoice Back Order List]]
−
[[29 Transaction Type]]
+
[[29. Invoice Back Order ]]
−
[[30 Renaming Columns]]
+
[[30. Transaction Sequence]]
−
[[31 Creating a Job]]
+
[[31. Adding Comments]]
−
[[32 Job Profitability]]
+
[[32. Shipping Addresses]]
−
[[33 Associating Costs]]
+
[[33. Shipping Address List]]
−
[[34 Quote to Invoice]]
+
[[34. Pick From]]
−
[[35 Costs on Jobs]]
+
[[35. Delivery Docket]]
−
[[36 Loading Costs]]
+
[[36. Different Template]]
−
[[37 Quote to Sales Order]]
+
[[37. Credit Limits]]
−
[[38 POS Sales]]
+
[[38. Credit Limit Messages]]
−
[[39 Finding POS Sales]]
+
[[39. On Hold]]
−
[[40 Displaying Cash Sales]]
+
[[40. Discounts]]
−
[[41 Sales Order Back Order]]
+
[[41. Product Discounts]]
−
[[42 Back Order Lists]]
+
[[42. Discount Structure]]
−
[[43 Convert SO to Invoice]]
+
[[43. Customer Special Price]]
−
[[44 Adding Comments]]
+
[[44. Group Discounts]]
−
[[45 Shipping Addresses]]
+
[[45. Cash Sales]]
−
[[46 Pick Form]]
+
[[46. Entering a Refund ]]
−
[[47 Different Template]]
+
[[47. Customer Returns]]
−
[[48 Customer Type]]
+
[[48. Make Refund]]  
−
[[49 Discounts]]
+
[[49. Refunds/Cash Sales/POS Sales]]
−
[[50 Product Discounts]]
+
[[50. Transaction Type]]
−
[[51 Auto Load Discounts]]
+
[[51. Customer Jobs]]
−
[[52 Customer Special Price]]
+
[[52. Creating a Job]]
−
[[53 Group Discounts]]
+
[[53. Costs on Jobs]]
−
[[54 Discounts Video]]
+
[[54. Associating Costs]]
−
[[55 Sales Reports]]
+
[[55. Job Profitability]]
−
[[56 My Reports]]
+
[[56. Areas]]
−
[[57 CRM Leads and Marketing]]
+
[[57. Sales Reports]]
 +
[[58. My Reports]]
 +
[[59. Print Labels]]
 +
[[60. Freight Integration (North America)]]
 +
[[61. Transactional Search]]
 +
[[62. Foreign Currency Sales]]
 +
[[63. FX Rates List]]
 +
[[64. FX Customer]]
 +
[[65. FX Products]]
  
 +
 
 +
 +
 +
 +
</menu>
 +
 +
== Overview  ==
 +
 +
Sales Training
 +
 +
<br> 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.[ ] Discount Structure - Do you know how to find the discount structure and do you understand how the highest discount wins?
 +
 +
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?
  
−
</menu>
+
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.

Latest revision as of 11:27, 21 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.[ ] Discount Structure - Do you know how to find the discount structure and do you understand how the highest discount wins?

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.

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