Order Processing

This masterclass, will show you how we believe your company should be using PromoServe to process orders in the most efficient way.

9.30am Start

General Introduction to Order Processing

1. TradeOnly Search for Product Sourcing
2. 4 Core Databases - Basic Introduction to Customers/Prospects/Suppliers and Products
3. Trade Only Download on Demand

Break 10.30am > 10.45 am

Quotations

1. Raising Quotes
2. Printing Quotes
3. Revising Quotes
4. Follow up management (Telesales scheduler)
5.An Introduction to Job Bags - what happens next

Lunch 1pm > 1.30pm

Job Management Centre

1. Converting quote to sales order
2. Printing Sales Documents
3. Raising Purchase Orders
4. Updating Job Bag actions
5. Saving Artwork

Supplier Delivery Confirmation

1. Confirm a supplier delivery (Goods Received)
2. Despatch Goods to client

Break 3pm > 3.15pm

Sales Invoices & Credit Notes

1. Reviewing & Printing Sales Invoices

Advanced

1. Partial Deliveries
2. Split Purchase Orders
3. Multiple POs
4. Raising sales credit notes

-Q&A
-Review of the Day
-PromoServe Helper

Finish Circa 4.30pm