Sales - Idealware Training

Learning Outcomes

Look up Sku's in Idealware using various different techniques
Identify information on the product Screen 4
Discuss and memorize lumber, drywall, sheet product quick codes
Create a description line on the invoice
Know how to modify/delete an existing line's quantity, product, price and description
Learn how to type a name, address and phone number in an invoice Identify and discuss what a Procard Customer is and how to process those types of invoices
Understand the rules for an estimate and learn how to complete/convert an estimate
Discuss and show how to look up specific products that are challenging for cashiers eg. Doors, Bagged Products, Insulation etc.
Create a delivery cash sale, and learn how to create a reprint for the delivery invoice
Fill out the delivery checklist form for deliveries
Learn the Refund Systems, Process and Protocols, and create a cash refund, and understand refund reason codes
Learn the difference between the invoice number and till slip number
Understand what a "No Hassle" refund means at Totem
Create and Process charge sale, and understand the importance of reading all "notes" when a charge sale is generated
Understand the requirements for a Purchase Order to be used at Totem
Learn what to do in case of a credit override
Learn how to process a phone in charge sale
Learn the Credit Note Systems, Process and Protocols
Learn how to find an invoice using the customer/date, shipping and salesperson inquiry
Learn how to do up a Rental invoice, and what to do with the paperwork
Look up charge customer/supplier information using inquiry options
Learn how to calculate Markups on retail products
Understand why you need a Purchase Order
Learn how to complete a manual special order when a customer has a delivery
Learn how to complete a special order invoice and associated purchase order
Learn how to complete a install invoice and charge for the install services