Sales Training

Sales Training

Below you will find links to knowledgebase articles that a Sales user should be well versed in to do their job efficiently.  After reviewing these articles, you will find a series of tasks to be completed to ensure that there has been a knowledge transfer.     

Master Data / Grids
  1. Master Data Grids - understand master data grid functionality.
  2. Add a Customer   - adding a customer to Sandbox
  3. Customer Record Detail - understand the customer features.   Make sure to view demo on adding contacts.
  4. Product Record Detail - understand the product features.
  5. Event List Grids - understand the event grid list. 
Sales Events
  1. Quote to Cash Process - understand the general workflow for Sandbox Sales Events
  2. Creating a Quote - learn how to create a quote and additional features
  3. Creating a Work/Sales Order - learn how to enter a sales order
  4. Sales Order Line Item - understanding the sales order line item
  5. Sales Deposits - applying a deposit to a sales order
  6. Sales Order Totals - understanding the totals section
  7. Delivery Events - creating a delivery from a work order
  8. Sales Invoice - learn how to create a sales invoice from a delivery 
  9. Correcting a Method of Payment - update a payment method
  10. Product Return - when a customer returns a product that has been invoiced
Only complete these task if you are NOT live on Sandbox!

Onboarding Interactive Review      
Practice what you have learned above by completing the following tasks in Sandbox.
  1. Add a new customer, check Auto Email Tender Receipt, and add yourself as a billing contact with your email address.
  2. Create a quote for the new customer add above.
    1. Add two stock lines to the quote.  Pick products that have stock available to purchase (ATP).  To find products with stock available, go to Products grid and sort by ATP descending. 
    2. On the second line item provide a 10% discount  
    3. Generate a work order from the quote for both lines 
  3. On work order created above
    1. Add a third line item
    2. Apply an after tax discount of 10%
    3. Generate a Delivery Event for lines 1 & 2
    4. Generate a Delivery Event for line 3
    5. Add $1 Freight on second Delivery
  4. Create one invoice for the two deliveries  
  5. The customer returned line 3, create a product return
  6. The customer changed their mind, cancel the product return
     

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