Difference between revisions of "9 Sales"

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Revision as of 16:33, 28 June 2011

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?

Notes: Are there any aspects in this area that more training would be useful?

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