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This course is divided into the following lessons: (1) Customer Detail Form, (2) Process Sales Orders, (3) Creating Invoices, (4) Shipping Orders, (5) Entering Payments, (6) Processing Returns and Refunds, (7) Manage Customer Credit, (8) Working with Gift Cards and Gift Certificates, and (9) Manage a Loyalty Program . Each lesson has four parts: 1) learning objectives, 2) general discussion, 3) multiple task demonstrations, and 4) review questions.
This course Trains the new Solution Provider to process a sale from the initial meeting through the final close. The course teaches the importance of completing all the sales steps in the proper order to assure sales close percentages are high and the closed sales are solid.