VISION Training Agenda

Trade Only VISION Overview

8:30 – 9:00      Introduction

9:00 – 9:45      Product Research, Virtual Samples & Add Product

  • Dashboard
  • Supplier & Product Quality
  • Researching Products
  • Product Detail Explained
  • Adding & Applying Logos
  • Adding Products to the Clipboard
  • Review/Questions

Break

10:00 – 10:45  Quotations

  • Adding to a Clipboard
  • Creating a Project
  • Building a Quote Window
  • Editing Product
  • Adding Additional Costs
  • Design Mode
  • Sending Quotes
  • Adding Product to an Existing Quote
  • Adding Follow-Ups to a Calendar
  • Review/Questions

Break

11:00 – 11:45  Order Management (Sales, Purchases & Invoice Management)

  • Overviews & Projects
  • Converting Quotes to Orders.Editing
  • Raising Purchase Orders/Editing
  • Actions & Document
  • Invoicing
  • Split PO's
  • Split PO's 1 Product
  • Review/Questions

11:45 – 12:30 Lunch 

12:30 – 1:15    Reporting & Task Management

  • Each Area of Reporting
  • Report Displays
  • Emailing Reports
  • Using Contact List to Market
  • Calendar/Dashboard Tasks
  • Review/Questions/Input on Ideas

Break

1:30 – 2:15      Customer Relationship Management

  • Customers/Supplier View
  • Searching Options
  • Customer Detail Screen
  • Vendor Detail Screen
  • Adding a Contact
  • Calendar Scheduling Calls
  • Review/Questions

Break

2:30 – 3:15      Website Creation, Management & Search Engine Optimization

  • Creating Websites
  • Company/Category Stores
  • Marketing Options
  • Optimizing Search Engines
  • Link to VISION
  • Review/Questions

Break

3:15 – 4:30      Hands on Tasks

  • Add a Customer & Assign a Logo
  • Find 5 Products & Add to Clipboard
  • Create Project/Quote
  • Raise an Order
  • Raise a PO
  • Build a Site With Logos
  • Review Progress