Training
Training has become mandatory for new customers, and will be included in your package.
Please speak to us to arrange your training unless you already have the dates.
Wiki Information
You can find wiki information at the following address
The information here should be in the same order as the main screens on the Commerce system therefor it should be relatively simple to find something.
If any questions remain after you read this then you can log a ticket on our support desk.
Training Sessions
Included with your implementation there will be an element of basic introduction to the system and depending on the implementation level there may be some sessions included.
New Customer Training
Session | What does it cover | Minutes |
|---|---|---|
1 | System Setup and where to find all the settings | 120 |
2 | Supplier, Products, Goods Inwards | 180 |
3 | Customers, Price lists and sales orders | 180 |
4 | Stock Management, Enquiry, Reports, Business Intelligence and Basic EDI to the warehouse | 120 |
5 | Post Live Refresh and EDI to the warehouse | 120 |
In the addition to the above if you need it we will provide you with :
30 minute session following the post import email.
30 minute session the day after you do live (within the first week)
Both of these are to help you find your way around the system.
The new customer training (1 to 4) must be taken prior to go live, the go live training session (5) must be within 14 days of the go live.
Ongoing Training
This is a list of the normal web based sessions, or you can arrange time to cover anything you wish to look at during that time.
Training Sessions | (the following are available as one hour sessions) |
|---|---|
System Admin | Basic system admin is included with all setup and configurations If you want to know about other functions then you will require a further session |
Customer Setup & Prices | |
Product / Supplier & Producer | |
Sales Order Entry | |
Sales Order Delivery / Invoicing | |
Purchase Order Entry | |
Receipting Stock | |
Stock Menu Options | |
Using the API, Web and Marketing | |
Warehouse EDI | Inbound and Outbound - balancing the stocks |
En Primeur | You must complete the customer setup & prices along with sales order entry in order to cover EP / Advanced orders |
Bi Enquiries and Information |
The training options below must be taken within the period specified, the go live training session must be within 14 days of the go live.
Outside of this time there are other Other training options available, you will need to speak or send a ticket to customer services to arrange for those sessions. Further details are provided in the General section of the web site.
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