Customer Service

Prerequisites:

  • An understanding of your company's current order processing procedures
  • Implementation Workshop if you are responsible for Customer Order Interface and/or File Maintenance setup

Objectives:

To provide the order entry clerk or customer service representative with the skills needed to enter, review and process an order in S2K Enterprise

Course Outline:

Customer Orders

  • Order Entry - Regular Orders, Quotes, Credits, Returns & Allowances.
  • Future Orders - Entry and flow into regular orders.
  • Standing Orders - Entry and flow into regular orders.
  • Forms Printing
  • Quote
  • Returns and Allowance
  • Order Confirmation
  • Backorder Processing
  • Shipping Entry
  • Order Billing Selection
  • Invoice Cycle - Data flow and update using flow chart of procedure.
  • Direct Shipment Processing
  • Create Purchase Orders from Customer Orders
  • Route Management
  • Inquiries
  • Reports and their use

Sales Analysis

  • Inquiries
  • Reports and their use