Orders/Telesales/E-commerce
User Group: The La Crosse System™
Program Dates: 05/15/07—05/18/07
Location: La Crosse Management Systems, La Crosse, WI
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Day 1
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9:00 a.m.—5:00 p.m.
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Core record setup and file maintenance
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Day 2
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9:00 a.m.—5:00 p.m.
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Daily activities
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Day 3
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9:00 a.m.—5:00 p.m.
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Reporting and system manager utilities
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Day 4
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9:00 a.m.—12:00 p.m.
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Review, followup, and questions
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This session is designed to show you the proper setup and procedures for entering and releasing orders, and how the ordering process affects AR and billing. You will also learn about the telesales module as well as customer care, and how they relate to the ordering system.
In this seminar, you will learn...
Key global files and data files that drive your ordering system
Components, procedures, and reports for managing orders
How to use telesales for effective prospecting and placing customer orders
How to use customer care to save time when placing orders and doing other system tasks
And much more!
Setting up key global files and data files
Learn how to configure global files for billing, inventory, settlement terms, and coupons
Learn about data files for service plans, product classes, branches, warehouses, item types, items, item warehouses, model association, vendor items, product class association, sales history, and serial items.
Components, procedures, and reports for managing your order system
Recalculating open order amounts on orders
Changing the PO Reference field on invoices
Discover the value of contract special pricing
Report on orders that are on hold for credit
Reporting on open orders, open back orders, open credit memos, stack ranking, prospects not contacted, telemarketer performance
Index rebuilds and customer merges
Using Customer Care
Using the data entry interface to specify a customer, machine, or prospect
How to run programs for orders, AR, Billing, and telesales activities through customer care
How to run programs for service and contract activities through customer care
How to run inquiries and file maintenance functions through customer care
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Full session: $895
(plus 5.5% Wisconsin sales tax if applicable)
Related Links:
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