Sprockit/Infusion Business Software - Bronze Cours

09 Apr 2019, 9:00am – 5:00pm

The BRONZE Level One training course is designed to give all users of SPROCKIT a good basic practical introduction to the software, covering the correct method of set up and management of Customers, Suppliers, Products, Servicing and Jobs. The BRONZE Level One course also covers the processing of daily transactions for invoices, Quotes and Purchase orders along with Jobs and Servicing.

 

The course is a full day course taught in a classroom environment with laptops and training material and exercises supplied.

 

 

General, Security and Navigation

  • SPROCKIT™ Navigation and Operation 
  • Login and Password 
  • Menu Access, Right Click, Hot Keys/Quick Keys
  • Searching, Filtered and Primary 
  • Moving Columns and Setting Fields 
  • Inactive Records, The Side Panel
  • Exporting the Manage Screen to Excel

Customers 

  • Creating a New Customer 
  • Address Verification 
  • Customer Details / Delivery 
  • Terms / Pricing Contacts E-Mail Links 
  • Layout Selection,Custom Fields 
  • Notes, Images, Identification 
  • Contract or Special Pricing, Documents 
  • Marketing, Sales Budgets 
  • Enquiry Screens 
  • Customer Transactions 
  • Balances, Outstanding, Invoices, Quotes, Jobs
  • OPE (Outdoor Power Equipment)
  • Sale History, Product History 
  • Print Statement and Email Statement
  • Processing Customer Invoices
  • Shop On Us 
  • Creating a Credit
  • Customer Quotes, Quote vs. Estimate
  • Documents Tab 
  • Manage Invoices / Manage Quotes 
  • How can I locate an invoice? 
  • POS Invoicing 
  • The Quick Keys, The POS Screen 
  • Processing Split Payments 
  • Common Issues with Balancing 
  • Customer Reporting 

Suppliers 

  • Creating a New Supplier 
  • Terms, Supplier Contacts, Email Links,Notes
  • Documents,
  • Supplier Enquiry Screen 
  • Outstanding Transactions 
  • Processing Supplier Purchase Orders 
  • Purchase Orders Supplier,Purchase Orders – Stihl EDI
  • Manage Purchase Orders,Receipting Goods
  • SHOP ON US
  • Three Steps – Order, Receipt, Invoice 
  • Purchase Orders- Non Stock
  • Supplier Invoices – No Products 
  • Deferred Payment
  • Supplier and Purchase Order Reports 

Products 

  • Creating a new Product
  • Product Types, Groups and Reporting 
  • Stihl Standard Product Type/ Group/ Sub-group 
  • Pricing, Retail, Cost and Promotional Options
  • Labels, Suppliers, Kitsets, Alternatives, Compatibles
  • Product Enquiry 
  • Quantities, Backorders, Serial # 

Service Department / Workshop Jobs 

  • Creating a new Job 
  • Site Details, Contacts, Instructions, Tech Notes 
  • Custom Fields, Documents, Cust Notes
  • Processing Labour and Parts to a Job 
  • Staff Set Up – For Job Costing 
  • Mapping Labour and Staff Codes 
  • Job Types and Status
  • Assigning Labour to a Job, Time Clocking
  • Scheduling Jobs – Staff Availability 
  • Workshop / Schedule Staff Time 
  • Service Workshop Reporting 

Outdoor Power Equipment 

  • How are OPE Items Created in Your System? 
  • Servicing, The Service Reminder Process
  • Service Reminder Personalisation, Delivery Methods 
  • Set up of SMS template for Upcoming Services
  • Processing and Reporting Service Reminders

Pricing & Venue

Cost

$395.00

Venue

Melbourne

 
All prices above are GST exclusive and in NZD.