Documenting your training program
- John Nairn (Unlicensed)
- Sharon Harden (Unlicensed)
Owned by John Nairn (Unlicensed)
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