Useful Info & Training Documents

Sales Order Process – See All

SOP 10 – Chasing Quotes, Recording Outcome & Follow Up Tasks

• Chasing Quotes
• Recording Outcomes
• Follow Up Tasks

SOP 9 – Adding, Searching and Using Customer Contacts

• Adding customer contacts
• Search customer contacts
• Using Customer Contacts

SOP 8 – How To Add A CRM Contact

• How to search for a contact
• How to edit a contact
• Ensure accuracy of spellings
• Quality data captured How to search for a contact

SOP 3 – How To Convert A Customer Quote To A Order

• The copy function to update a quote
• Right click to see items related to a quote
• Convert a quote to an order and check details all accurate
• Options to print or email a quote

Stock Control Process – See All

SCP 7 – Negative Stock Report

• • Stock reports
  • My dashboard reports
  • Report can be emailed/exported
  • View query results shows report within IQ

SCP 2 – Single Line Branch Stock Transfer

• Key Points
• From Depot to Van
• No Negative Stock Option
• Reasons for Transfer
• Opening Stock Quantity from V Line

SCP 3 – Branch Multi Item Stock Transfer

• Requesting Stock Central Warehouse
• Still use Email and Verbal communication
• What happens when insufficient Stock
• See Inbound and Outbound Requests

SCP 4 – Incoming and Outgoing Branch Stock Transfer Requests

• Requesting Stock Central Warehouse
• Still use Email and Verbal communication
• What happens when insufficient Stock
• See Inbound and Outbound Requests