Training Class Descriptions

Order Management Class

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In this class you learn how to improve customer satisfaction by keeping order processing on task and on time, throughout the entire sales order process-under any circumstances.  This core Distribution module provides comprehensive capabilities for a range of industries to help improve efficiency and customer service now and as your business grows.

 

You learn how to manage orders efficiently and cost-effectively, with precise control that the Order Management automated workflow provides.  We will show you how to schedule shipments with flexibility, and find best pricing scenarios for your customers quickly and easily.  You also learn how to work more efficiently – by setting up credit rules so the system can monitor shipments and inform you automatically when those rules have been exceeded.

 

Classroom training provides serious, in-depth learning through hands-on interaction.  From demonstrations to presentations to classroom activities, you receive hands-on experience with instruction from our certified staff of experts and increase productivity and efficiency by learning tips and tricks from product specialists.

 

By actively participating, you should learn to:

 

• Create Sales Orders, process Shippers, confirm Shipments, and print Invoices.

 

• Create custom price plans and enter master data that will automatically price items for a Sales Order.

 

• Execute comprehensive reports and use inquiry screens to obtain information which you can use to analyze and improve business processes

 

• Understand how the Order Management module interacts with the Inventory, Purchasing, and Accounts Receivable modules.

 

• Close the Order Management module.

 

• Define set up options for the module that allow you to customize your system to better fit your organization’s unique needs.

 

Agenda

 

8:00—8:30 Continental Breakfast

 

8:30 – 4:30 Order Management Training Class

1. Order Management Overview
2. Order Management Transaction Cycle
3. Pricing
4. Processing Orders
5. Shipping Orders
6. Order Management and integration with the Accounts Receivable & Inventory modules
7. Managing Orders
8. Order to Purchase
9. Closing

 

4:30 – 5:00 Order Management Q&A 

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