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
Information
Level:
Intermediate
Product:
Agriware 365 Business Central
(BC17 or higher)
Roles:
Sales & Account team members / Ship & Invoice staff
Duration:
60-80 hour approx.
Language:
English
Video Subtitles:
Spanish | English
Prerequisite:
Application Onboarding Course.
Agriware Sales I course
Access to an Agriware 365 system
(optionally, ask for our training database)
Content:
100% e-learning based
Rate:
999 EUR per user subscription*
* 3 months access OR unlimited access & updates with direct purchase of 20% maintenance on the standard purchase price