TRAINING NEWS
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Hello SNAP Trainees!
2021 is just around the corner and here is what’s in store for everyone’s return from the holidays:
- Continue setting up Kits for your customers in SNAP
- Use the HOW TO documents provided in course #5 and #8 and begin/continue to build kits
- If you have any questions, sign up for a time slot with a trainer for help
** Please come prepared – DO NOT rely just on a time slot with a trainer for building all of your custom products/kits
Global Navigation
- Learn different ways to search for jobs, customers and information
Sales Order Creation
- Start a Sales Order and create Shipping Requests
- Link Shipments from other facilities
- Schedule work centers and set Sales Order to In Progress
Prospects, Schedules and RCA’s
- Learn about the Prospects database for potential customers
- Discover how the new Beta Schedules look and function
- Learn where and how to enter an error AKA: RCA
Sales Order Updates
- Learn about the Order Update Window
- Rejections, Reworks and Revisions
- Practice billing out a job before completion
Invoicing and Credit Memos
- Discover the ways to invoice jobs or projects or multiples
- Learn what Invoice Stoppers are and how the Billing Concern process will work
- Understand how to enter a Credit Memo – Full or Partial Credits
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