9 Sales
From TrueERP wiki
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?
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
