Difference between revisions of "9 Sales"
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<menu align="center" name="myMenu"> | <menu align="center" name="myMenu"> | ||
Answers= | Answers= | ||
| − | [[1. | + | [[1. Preferences]] |
| − | [[2. New | + | [[2. New Customer]] |
[[3. New Contact]] | [[3. New Contact]] | ||
| − | [[4. Customer | + | [[4. Customer Types]] |
| − | [[5. | + | [[5. Customer List]] |
[[6. Quick Filters]] | [[6. Quick Filters]] | ||
| − | [[7. | + | [[7. F5,F6 and F7]] |
| − | [[8. | + | [[8. Entering a Quote]] |
| − | [[9. | + | [[9. New From Transaction]] |
| − | [[10. | + | [[10. Double Click Selection]] |
| − | [[11. | + | [[11. Transaction Customization]] |
| − | [[12. | + | [[12. Right Click]] |
| − | [[13. | + | [[13. Quote List]] |
| − | [[14. | + | [[14. Printing and Emailing Options]] |
| − | [[15. | + | [[15. Reminders Setting]] |
| − | [[16. Quote | + | [[16. Quote Reminders]] |
| − | [[17. | + | [[17. Quote to Sales Order]] |
| − | [[18. | + | [[18. Inventory Verification]] |
[[19. Entering a Sales Order]] | [[19. Entering a Sales Order]] | ||
| − | [[20. | + | [[20. Ship Quantity]] |
| − | [[21 .Product Status]] | + | [[21. Product Status]] |
| − | [[22. | + | [[22. Sales Order Back Order]] |
| − | [[23. | + | [[23. SO Backorders Off]] |
| − | [[24. | + | [[24. Convert Sales Order to Invoice]] |
| − | [[25. | + | [[25. Status]] |
| − | [[26. | + | [[26. Merge Sales Order]] |
| − | [[27. Entering | + | [[27. Entering an Invoice]] |
| − | [[28. Invoice | + | [[28. Invoice Back Order List]] |
| − | [[29. | + | [[29. Invoice Back Order ]] |
| − | [[30. | + | [[30. Transaction Sequence]] |
| − | [[31. | + | [[31. Adding Comments]] |
| − | [[32. | + | [[32. Shipping Addresses]] |
| − | [[33. | + | [[33. Shipping Address List]] |
| − | [[34. | + | [[34. Pick From]] |
| − | [[35. | + | [[35. Delivery Docket]] |
| − | [[36. | + | [[36. Different Template]] |
| − | [[37. | + | [[37. Credit Limits]] |
| − | [[38. | + | [[38. Credit Limit Messages]] |
| − | [[39. | + | [[39. On Hold]] |
| − | [[40. | + | [[40. Discounts]] |
| − | [[41. | + | [[41. Product Discounts]] |
| − | [[42. | + | [[42. Discount Structure]] |
| − | [[43. | + | [[43. Customer Special Price]] |
| − | [[44. | + | [[44. Group Discounts]] |
| − | [[45. | + | [[45. Cash Sales]] |
| − | [[46. | + | [[46. Entering a Refund ]] |
| − | [[47. | + | [[47. Customer Returns]] |
| − | [[48. | + | [[48. Make Refund]] |
| − | [[49. | + | [[49. Refunds/Cash Sales/POS Sales]] |
| − | [[50. | + | [[50. Transaction Type]] |
| − | [[51. | + | [[51. Customer Jobs]] |
| − | [[52. | + | [[52. Creating a Job]] |
| − | [[53. | + | [[53. Costs on Jobs]] |
| − | [[54. | + | [[54. Associating Costs]] |
| − | [[55. | + | [[55. Job Profitability]] |
| − | [[56. My Reports]] | + | [[56. Areas]] |
| − | [[ | + | [[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]] | ||
| + | |||
| + | |||
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41.[ ] Product Discounts - Do you know how to set a product customer type discount option? | 41.[ ] Product Discounts - Do you know how to set a product customer type discount option? | ||
| − | 42.[ ] | + | 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? | 43.[ ] Customer Special Price - Can you load a special price for a customer from the quote? | ||
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.
