TRAININGS > SAL - Sales Management Expert Training

SAL - Sales Management Expert Training
300.00 + VAT
Duration 2 Day(s) / 14.0 Hour(s)
SAL.201.E
15

Eğitim ücretlerimizi iba@caniaserp.com adresine mail göndererek öğrenebilirsiniz.

OVERVIEW

WHY PARTICIPATE?

Sales Management  - Expert Training 1 is aimed to enable the participants to learn;

- About the processes related to the Sales Management transaction and their corresponding available operations in the system.

- The logical process flow of the Sales Management transaction and its integrations with other transactions of CaniasERP.

- The available pricing policies/strategies features and the corresponding operational process to utilize the same in the Sales process.

TARGET AUDIENCE

- Sales representatives/Executives

- Account Executives

- Account Managers

- Sales Managers

- Sales Engineers

- Project Managers

PRE-REQUISITES

Pre-Training Preparation: Participants are expected to go through the related training content available on the web portal or the system.

Level of Knowledge:

- Prior Participation in BAS - Basic Transaction End User Training is highly desirable.

- Should possess basic knowledge of the Sales process.

Required Materials: Notebook

TARGET COMPETENCIES

- Sales Offer & Offer revision process, the available operations and operational logics.

- Sales order, the available operations and operational logics.

- Invoicing, Delivery notes, Contracts and the corresponding operations.

- Taxation and Discount process.

- Pricing strategies and different types of Sales reports.

PURPOSE OF TRAINING

At the end of Sales Management - Expert Training 1, the participants will be able to;

- Create different kinds of sales documents.

- Understand the taxation and discount logics and the corresponding operational steps.

- Manage and utilize the available pricing strategies.

- Generate the required Sales reports for futher analysis and decision making.

TRAINING METHODOLOGY

- SAL - Sales Management Expert Level Training 1 is held in a training room. However, training can also be provided via teleconference for the offices in other cities.

- After the theoretical sessions, dummy records are used for practice by the participants.

- Participants are allowed to create their own dummy records for practice purposes.

- Training index and content are shared as printed and/or digitally with the participants to provide a lasting learning experience.

TRAINING INDEX

SAL.201.E - SAL - Sales Management Expert Training 1


1 - General Introduction to Sales Documents Management

1.1 - Sales Management

2 - Sales Documents Management Overview

2.1 - SALT01 Sales Document - General

2.2 - SALT01 Sales Document - Items - General

2.3 - SALT01 Sales Document - Conditions

2.4 - SALT01 Sales Document - Goods / Invoice Receiver

2.5 - SALT01 Sales Document - Payment Plan

2.6 - SALT01 Sales Document - Items - Detail

2.7 - Authorization of users on SALT01

2.8 - Standart Calculated Values Test

3 - Offer Processes

3.1 - Offer Processes

3.1.1 - Offer Create

3.1.2 - Creating Offer From Offer

3.1.3 - Offer Edit

3.1.4 - Offer Show

3.1.5 - Offer Delete

3.1.6 - Offer Listing

3.2 - Offer Revision

3.2.1 - Offer Revision Concept

3.2.2 - Offer Revision Edit

3.2.3 - Offer Revision Show

3.2.4 - Offer Revision Delete

3.2.5 - Offer Revision Listing

3.2.6 - Revised Sales Documents

A - Workshop

4 - Order Processes

4.1 - Normal Order

4.1.1 - Referance & Copy Relations Test(sal004)

4.1.2 - Creating Order From Order

4.1.3 - Creating Order From Offer

4.1.4 - Creating Order with Open Items

4.1.5 - Order Show

4.1.6 - Order Edit

4.1.7 - Order Delete

4.1.8 - Order Listing

B - Workshop

5 - Discount and Tax Calculation Process in Sales Document

5.1 - VAT Inclusive Process

5.2 - Using Discount (Head)

5.3 - Using Discount (Item)

5.4 - Using Discount Head&Item Brut & Net

5.5 - Using VAT (head&ıtem Match)

5.6 - Distribute Absolute Discount to Items

C - Workshop

6 - Delivery Note Processes

6.1 - Delivery Note

6.1.1 - Creating Delivery - Manual

6.1.2 - Creating Manuel Delivery Note with Open Items

6.1.3 - Delivery Note Create - Auto

6.1.4 - Creating Auto Delivery Note with Open Items

6.1.5 - Creating Delivery Note From Delivery Note

6.1.6 - Creating Delivery Note From Order

6.1.7 - Delivery Note Edit

6.1.8 - Delivery Note Show

6.1.9 - Delivery Note Delete

6.1.10 - Delivery Note Listing

6.2 - Return Delivery Note

6.2.1 - Return Process Auto

6.2.2 - Return Process Manual

6.2.3 - Return Delivery Show

6.2.4 - Return Delivery Edit

6.2.5 - Return Delivery Delete

6.2.6 - Return Delivery Note Listing

6.2.7 - Create Return Delivery Note with Reference from Delivery Note

D - Workshop

7 - Invoice Processes

7.1 - Invoice

7.1.1 - Financing & Posting Keys (Head& ITem)

7.1.2 - Invoice Create

7.1.3 - Invoice Edit

7.1.4 - Invoice Show

7.1.5 - Invoice Delete

7.1.6 - Invoice Listing

7.1.7 - Creating Invoice From Invoice

7.1.8 - Creating Invoice From Delivery Note

7.1.9 - Creating Invoice From Order

7.1.10 - Creating Invoice with Open Items

7.1.11 - Proforma Invoices

7.1.12 - Copy To Invoice Check

7.1.13 - Invoice Finance

7.1.14 - Batch Financing

7.2 - Quantity Return Invoices

7.2.1 - Quantity Return Process

7.2.2 - Quantity Return Process

7.2.3 - Quantity Return Create

7.2.4 - Quantity Return Show

7.2.5 - Quantity Return Change

7.2.6 - Quantity Return Delete

7.2.7 - Quantity Return Listing

7.3 - Amount Return Invoice

7.3.1 - Amount Return Process

7.3.2 - Amount Return Show

7.3.3 - Amount Return Edit

7.3.4 - Amount Return Delete

7.3.5 - Amount Return Listing

E - Workshop

7.4 - Cancellation Invoice

7.4.1 - Cancellation Process

7.4.2 - Cancellation Invoice Show

7.4.3 - Cancellation Invoice Edit

7.4.4 - Cancellation Invoice Delete

7.4.5 - Cancellation Invoice Listing

7.5 - Price Difference Invoices

7.5.1 - Price Diff Process

7.5.2 - Price Diff Show

7.5.3 - Price Diff Edit

7.5.4 - Price Diff Delete

7.5.5 - Price Diff Listing

7.5.6 - Price Diff Report

7.5.7 - calculate price difference by considering any price list type

F - Workshop

8 - Contract Processes

8.1 - Value Contract

8.1.1 - Value Contract Process

8.1.2 - Creating Order From Value Contract

8.1.3 - Material&Customer Changing Conditions on Value-Contrat

8.1.4 - Value Contract Show

8.1.5 - Value Contract Edit

8.1.6 - Value Contract Delete

8.1.7 - Value Contract Listing

8.2 - Quantity Contract

8.2.1 - Quantity Contract Process

8.2.2 - Creating Order From Quantity Contract

8.2.3 - Quantity Contract Show

8.2.4 - Quantity Contract Edit

8.2.5 - Quantity Contract Delete

8.2.6 - Quantity Contract Listing

8.3 - Scheduled Agreement

8.3.1 - Scheduled Agreement Process

8.3.2 - Scheduled Agreement Show

8.3.3 - Scheduled Agreement Edit

8.3.4 - Scheduled Agreement Delete

8.3.5 - Scheduled Agreement Listing

8.3.6 - Creating Delivery Note From Scheduled Agreement

8.4 - Contract Reports

8.4.1 - Contract Analysis Report

G - Workshop

9 - Pre-payment Processes

9.1 - First Invoice Process

9.2 - Prepayment Order Show

9.3 - Prepayment Order Edit

9.4 - Prepayment Order Delete

9.5 - Prepayment Order Listing

9.6 - Pre Payment Conditioned Orders Report

9.7 - Creating Delivery Note From Prepayment Order

9.8 - Creating Invoice From Prepayment Order

10 - Back-To-Back Order

10.1 - Back to Back Order Create

10.2 - Back To Back Order Open Items

10.3 - Back-To-Back Order Relation Pur. Order Items

10.4 - Back to Back Order Edit

10.5 - Back to Back Order Show

10.6 - Back to Back Order Delete

10.7 - Back to Back Order Listing

H - Workshop

11 - Variant Material and Product Set usage in Sales Documents

11.1 - Variant Usage in Sales Process

11.2 - Product Set Concept

11.3 - Product Set Caclulation&Stock movements

I - Workshop

12 - Signature Processes

12.1 - Signature Concept(& Limits)

12.2 - Sales Document Signing - Only A

12.3 - Sales Document Signing - A or B

12.4 - Sales Document Signing - Anyone

J - Workshop

13 - Sales Document Types Check Table other features

13.1 - Recalculate The Price check

13.2 - Document Flow check

13.3 - Saving Crm Action

13.4 - Date Control

13.5 - Notes & Printing Test

13.6 - Relation With Doc Mngm.

13.7 - ATP Calculation

14 - Sales Document Item Types Check Table other features

14.1 - Availability Check

14.2 - Printable Item check

14.3 - Goods Issue Process

14.4 - Calculation From Gross Check

14.5 - Simulation check

14.6 - Production check

14.7 - Set Requirements On Mrp Check

14.8 - Using Text Item

14.9 - Split sales item

14.10 - Seperate Tolerans Issue

15 - Pricing Policies

15.1 - Pricing policies / Material - Customer

15.2 - Pricing Policies / Material - Price List Type

15.3 - Using Pricing Strategy & Flow - Material Condition Group - Customer

15.4 - Using Pricing Strategy & Flow - Material Condition Group - Price List

15.5 - Using Pricing Strategy & Flow - Material Condition

15.6 - Using Pricing Strategy & Flow - Customer

15.7 - Using Pricing Strategy & Flow - Dynamic

15.8 - Pricing Policies / Customer Condition

15.9 - Using Pricing Strategy & Flow - With Continue

15.10 - Using Pricing Strategy & Flow - Set Discount According to Pirce

15.11 - Pricing Strategy Show

15.12 - Pricing Strategy Listing

15.13 - Pricing Strategy Delete

K - Workshop

16 - Sales Reports

16.1 - Sales Documents Report

16.2 - Sales Documents List

16.3 - Sales Statistics Report

16.4 - Document Flow

16.5 - Returned Sales Document Report

16.6 - Order Delivered Report

16.7 - Ordered Offers Report

16.8 - Delivey Note of Tolerance order Report

16.9 - Rejected Offers / Orders Analysis

17 - Sales Management Cockpit

17.1 - Sales Manager Cockpit

17.2 - Sales Person Cockpit

L - Evaluation & Exam
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