Spring 2008 ECi La Crosse Customer Conference
Session: Orders/ Billing/ Telesales/ Customer Care
User Group: Nextgen
Program Date: Wednesday, April 16, 2008
Program Hours: 10:30 a.m.—12:30 p.m.
Location: The Pearl Conference Center
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. There will also be a particular focus on setup and procedures for Predefined, Free Flowing, and Manufacturer kits, as well as order types, order custody, and ordering from telesales. Topic also include unit concatenation, credit card processing, blanket purchase orders/retainer billing, EZ sales order interface, and e-commerce orders with eNextgen.
In this seminar, you will learn...
Details about Predefined, Free Flowing, and Manufacturer kits and the difference between these types
Order types, such as Order, Credit Memo, and Invoice, and what these represent in the system
Rules for linking purchase orders to orders for serialized items, and linking credit memos to orders
How to merge, convert, and copy orders
How to use telesales for effective prospecting and placing customer orders
Components, procedures, and reports for managing orders, such as Unit Concatenation, credit card processing, blanket purchase orders/retainer billing, EZ sales orders, and e-commerce order entry in eNextgen
And much more!
Predefined, Free Flowing, and Manufacturer kits
Learn how kits are built and sold in the ordering system
Learn about the differences between the 3 main types of kits as well as serialized and non serialized, stocked and non stocked, as they relate to predefined and manufacturer kits
How to create or edit free flowing kits in Order Detail
Order Types
Know the difference between common types of orders, including service invoices, contract invoices, and order/AR invoices
How and when to create orders of type Custody, Quote, Return, Setup, and Transfer
Using Telesales for prospecting and placing orders
Entering and printing orders through telesales activity
View AR history, collection activity, coupon information, machine information in telesales activity
Components, procedures, and reports of the Nextgen Order system
Linking purchase orders to orders for serialized items
Linking credit memos to orders
Effectively using Work Flow when working with orders
Using Unit Concatenation to define unit ids when working with orders
Credit card processing input and features
Blanket purchase orders/retainer billing for customer redemption of orders
EZ Sales Orders interface for quick and easy entering of orders
Using eNextgen to enter e-commerce orders online
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