Documenting your training program

Sample Readysell 8 Internal Training program

Once you and perhaps a few key team members are trained, the rest of your team members will be trained in how to use Readysell to complete their day to day work in regards to:

• Sales Orders
• Shipments
• Receipting stock
• Purchase Orders
• Customer Payments
• Credits to customers
• Automatic Purchasing (*)
• Paying Suppliers (*)
• Emailing Statements (*)
• Delivery runs

(*) are for management only, not staff

For example...

Session One:-    11am – 12pm

• Sales Orders – Creating a phone/fax/email order, picking slip and packing stock, finalising order with a tax invoice
• Sales Orders – Creating a special back order for a customer (account and retail) – customer order book
• Picking Slips – Checking the queue for picking slips on hold (check 3pm to release)
• Shipments – Processing an order for a retail customer
• Shipments – Processing an order for an account customer

Lunch 12.00pm – 12.30pm – lunch will be provided

Session Two:-    12.30pm – 1.30pm

• Delivery Run – How to schedule a delivery run
• Credits – Processing a credit/refund for a customer (retail/account)
• Payments – Customer Payment
• Back orders – how to check on a back order for a customer or how these are identified (reporting/purchasing/receipting)

Break 1.30pm – 1.45pm

Session Three:- 1.45pm – 2.45pm

• Purchasing - Creating a purchase order
• Purchasing – How to extract back orders
• Receipting – How to receipt a purchase order
• How to produce a statement for customer one off only (email or statement)
• How to check customer balance
• How to change a customer card

Break 2.45pm – 3.00pm

Session Four:-   3.00pm – 4.00pm

• Open session
• Revision
• Close training