Learning Solution:

Course information

Modules:

• Manage Sales Forecast
  ‍Sales order entry
  Percentage break-down on main item
  Import & Export with Excel
• Manage Sales Opportunities (Qualification & Acquisition)
  Order opportunity entry
  Follow-up on sales cycle stages & closing win/lose
  Convert to quote & order
  Dashboard & pipeline and opportunity values
• Manage Sales Contracts (Blanket Orders)
  Blanket order management & period based ‘delivery schemes’
  Sales orders based on contracts & mass creation of orders
  Monitor sales blanket order progression
• Manage Sales Quote (draft order)
  Create a sales quote
  Send quote to customer
  Confirm & convert quote into sales order
• Manage Drop Shipments
  ‍Drop shipment entry & basics
  Processing the sales & purchase orders
  Auto & manual creation of purchase orders
• Manage Claims & Complaints
  ‍Customer complaint basics
  Follow-up on complaints by person or team
  Approval process & authorization
  Credit memo process for complaint claims