Your PromoServe Training consists on a 1 day master class at our Training Centre in Sheffield.


PromoServe Order Processing

9.30 am Start

General Introduction to the System

-The Core Databases - Basic Introduction to Customers/Prospects/Suppliers and Products - Adding New etc
-General Searching Techniques
-Order Cycle - Quotations, Job Bags etc
-TradeOnly Search & Download on Demand for Product Sourcing (Theory behind it, & how it works)

Break - 10.30am > 10.45am


-Raising Quotes
-Printing Quotes
-Revising Quotes
-Follow up management (Telesales scheduler)
An Introduction to Job Bags - what happens next

Lunch 1pm > 1.30pm

Job Management Centre

-Converting quote to sales order
-Printing Sales Documents
-Raising Purchase Orders
-Updating Job Bag actions
-Saving Artwork

Break 3pm >3.15pm

Supplier Delivery Confirmation

-Confirm a supplier delivery (Goods Received)
-Despatch Goods to client

Sales Invoices & Credit Notes

-Reviewing & Printing Sales Invoices

Review Of The Day

PromoServe Coach

Finish circa 4.30pm