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Counter Sales Training - Excel

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					                                                                               Install Guide Checklist
                                                                                                                                       Completion      Actual         Point of
Task Number                                                             Description
                                                                                                                                        Deadline    Completion Date   Contact

Prep Weeks    Complete these tasks before training.
      1       Receive the branch assignment.
      2       Receive the list of branch employees.
      3       Call the branch manager.
      4       Verify the employee list with the branch manager.
      5       Find out if the branch manager signed off on [Hardware Setup Provider].
      6       For Training - Make sure the branch's training facility is feasible.
      7       Receive a list of go-live authorization IDs and codes. Use it to identify who needs to attend what classes.
      8       Build the training schedule.
      9       Review the training schedule with the branch manager. Resolve any conflicts and build an attendance sheet.
     10       For Training - Order training materials.
     11       Order training laptops. Copy the lead installer on the e-mail.
     12       Receive PC test results for branch employees.
     13       Receive the contacts sheet.
     14       Receive spreadsheet of PC asset tags/users.
     15       For Training - Receive a list of training IDs (which could be the same as their go-live user IDs).
     16       Verify branch employees are completing the Sales Training CBTs.
     17       For Training - Receive training and practice printer information.
     18       Obtain district policies the lead installer.
     19       Interview the branch manager to determine any special circumstances or challenges related to the installation.
     20       Receive spreadsheet of peripherals ordered for the branch.
     21       Receive spreadsheet of supplies ordered.
     22       Verify the branch ordered driver clipboards, pick ticket paper, and stock paper.
     23       Receive updated Deploy CD with new drivers, etc.
     24       For Training - Look online to see what training laptops you will receive.
     25       For Training - Find out the asset tag numbers of the laptops.
     26       Receive go-live printer information.

 Week One
     27       For Training - Set up the training room.
     28       For Training - Set up training laptops and make sure the scripts are correct
     29       For Training - Set up PCs with the correct terminal IDs.
     30       Review data drops. If any changes need to be made, contact the lead installer.
     31       Review the branch equipment order. If any changes need to be made, contact the lead installer.
     32       Walk through the warehouse to determine the flow.
     33       For Live - Determine where the forms will print and configure the printer trays accordingly.
     34       Set up peripherals in the correct locations if possible. Verify all equipment works.
     35       For Live - Point the manifest processor's image folder to the branch server.
     36       For Training - Send terminal ID/PC system numbers to the lead installer to have scripts written.
     37       Receive corporate training kits.
     38       For Live - Send terminal ID/PC system numbers to the lead installer to have scripts written ( Printer Setup Template).
     39       Create a Favorites link on the Internet Explorer bar for each user.
     40       Double-check with the branch manager on open POs.
     41       Double-check with the branch manager on open sales orders.




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                                                                                  Install Guide Checklist
                                                                                                                        Completion      Actual         Point of
Task Number                                                               Description
                                                                                                                         Deadline    Completion Date   Contact

  Training      Complete these tasks during the three weeks of training.
     42         Receive training material from Documentation.
     43         Make training books with material sent by Documentation and hand out to students.
     44         Show the Training video.
     45         Discuss the new warehouse Flowchart.
     46         Take class attendance.
     47         Have students complete class survey after each class.
     48         Conduct the training introduction.
     49         Conduct intranet training.
     50         Conduct Basic Navigation training.
     51         Conduct Billing training.
     52         Conduct Branch Operations training.
     53         Conduct Job Queues training.
     54         Conduct Working with Job Bids training.
     55         Conduct Lots training.
     56         Conduct Procurement with Procurement Specialist training.
     57         Conduct Procurement for Sales Personnel training.
     58         Conduct Rentals training.
     59         Conduct Returns training.
     60         Conduct Sales Order Entry 1 training.
     61         Conduct Sales Order Entry 2 training.
     62         Conduct Counter Sales training.
     63         Conduct Inside & Outside Sales training.
     64         Conduct Handwritten Tickets training.
     64         Conduct Shipping training.
     65         Conduct Receiving training.
     66         Conduct Warehouse Management training.
     67         Conduct Work Order Entry training.
     68         Train reports (where to find and how to run).
     69         Gather notes from every class and e-mail issues to the lead installer, or project manager)
     70         Pack the training room.
     71         Mail the training equipment back to corporate and notify with tracking information.
     72         Mail any unused training material back to Documentation.
     73         Collect completed tasks and quizzes.

Pre-Live Week   Complete these tasks during the one full week prior to conversion weekend.
     74         Identify the branch power user.
     75         Interview the power user, describing his or her roles and responsibilities.
     76         Verify that the branch has destroyed their handwritten tickets.
     77         Ship the branch's unused legacy system paper products to other branch(es) still on the legacy system.
     78         Run the nonstock download report. Make sure the branch can locate all nonstocks with on-hand.
     79         Assign forms loaded in LIVE [new ERP System]
     80         Verify that the ship-vias for each ship ticket are printing at the correct printer.
     81         Have users log into LIVE [new ERP System] to change passwords and look at their menus.
     82         Check all equipment.
     83         Test all printers in the LIVE account.
     84         Verify that the branch is cleaning the Open Sales Order report (or equivalent).
     85         Verify that the branch is cleaning the Open Purchase Order report (or equivalent).
     86         Verify that the branch is cleaning non-stocks on hand.
     87         Verify that the branch is cleaning the Negative Inventory report (or equivalent).



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                                                                               Install Guide Checklist
                                                                                                                Completion      Actual         Point of
Task Number                                                             Description
                                                                                                                 Deadline    Completion Date   Contact
     88       Review mock live with the branch manager and power user, addressing any concerns.
     89       Review mock live with the employees.
     90       Prepare and perform mock live.
     91       Assess logistics after mock live and make appropriate changes.
     92       Review data validation with the branch manager to determine if it is satisfactory.
     93       Review conversion weekend procedures with the branch manager and address any concerns.
     94       Make sure the branch is aware of phantom schedule.
     95       Answer all questions from training classes and mock live.
     96       Contact Engineers to have the branch's script turned on.

Conversion
              Complete these tasks the weekend of conversion (Friday 5 p.m. - Monday morning).
 Weekend
    97        Convert the panel from digi to Ethernet.
    98        Review the go-live document with the branch manager to make sure he or she understands.
    99        Enter all non-stock with on-hand in post order entry. Send the PO number to the lead installer.
   100        Account for all legacy tickets.
   101        Ensure that the Validation team reports to the branch.
   102        Ensure that everyone who has orders to enter reports to the branch.
   103        Ensure that the Validation team verifies all files.
   104        Ensure that the Validating person signs off on all validated files.
   105        Run the Open Order Report (or equivalent).
   106        Run the Open PO Report (or equivalent).
   107        Collect all handwritten tickets.
   108        Collect all legacy system tickets.
   109        Cross-reference individual writers with Monday morning's deliveries.
   110        Enter the rest of the tickets.
   111        Assist the branch in entering data in Production account.
   112        Complete the Balancing Guide (legacy account vs. new Point of Sale System).
   113        Complete Friday's conversion weekend procedures.
   114        Complete Saturday's conversion weekend procedures.
   115        Balance the branch.

 Live Week    Complete these tasks the 2 weeks that we are on-site for support.
              Monday
     116      Check the branch flow.
     117      Run the Freight Audit report.
     118      Demonstrate closing the cash box.
     119      Run the Open Order Status Review Queue for "printed" status.
     120      Run the Open Order Status Review Queue for "credit" status.
     121      Demonstrate releasing credit holds.
     122      Run the Open Order Status Review Queue for "unavailable" status.
     123      Run the Invoice Preview Queue - "Q" status for CPU.
              Tuesday
     124      Check the branch flow.
     125      Run the detailed Invoice GP% report.
     126      Demonstrate closing the cash box.
     127      Run the Open Order Status Review Queue for "picking" status.
     128      Run the Open Order Status Review Queue for "unavailable" status.
     129      Run the Invoice Preview Queue for "M" status for OT.
     130      Run the Invoice Preview Queue for "P" status.
     131      Run the Detailed Invoice GP% report.
     132      Run the Customer Calling Queue.

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                                                                            Install Guide Checklist
                                                                                                      Completion      Actual         Point of
Task Number                                                          Description
                                                                                                       Deadline    Completion Date   Contact

              Wednesday
     133      Check the branch flow.
     134      Run the Freight Audit report.
     135      Demonstrate closing the cash box.
     136      Run the Open Order Status Review Queue for "staging" status.
     137      Run the Open Order Status Review Queue for "unavailable" status.
     138      Run the Invoice Preview Queue for "P" status.
     139      Run the Invoice Preview Queue for "H" status.
     140      Run the Invoice Preview Queue for "direct billing."
     141      Run the Customer Calling Queue.
              Thursday
     142      Check the branch flow.
     143      Run the Freight Audit report.
     144      Demonstrate closing the cash box.
     145      Run the Open Order Status Review Queue for "manifest" status.
     146      Run the Open Order Status Review Queue for "unavailable" status.
     147      Run the Invoice Preview Queue for "P" status.
     148      Run the Invoice Preview Queue for "H" status.
     149      Run the Invoice Preview Queue for "lot billing."
     150      Run the Customer Calling Queue.
              Friday
     151      Check the branch flow.
     152      Run the Freight Audit report.
     153      Demonstrate closing the cash box.
     154      Run the Open Order Status Review Queue for "printed" status.
     155      Run the Open Order Status Review Queue for "picking" status.
     156      Run the Open Order Status Review Queue for "staging" status.
     157      Run the Open Order Status Review Queue for "manifest" status.
     158      Run the Open Order Status Review Queue for "credit" status.
     159      Run the Open Order Status Review Queue for "unavailable" status.
     160      Run the Invoice Preview Queue for "all."
     161      Run the Customer Calling Queue.




 11/14/2010                                                                                                                                     4
                                                                                    Install Guide Checklist
                                                                                                                                                        Completion      Actual         Point of
 Task Number                                                                Description
                                                                                                                                                         Deadline    Completion Date   Contact

Month-End Task Complete these tasks during post-live support.
      162       Return Goods - These items should be monitored daily in order to make sure that it is clean as of prior to go live Friday. All
                items need to be accounted for and returned to Stock. If it is an item that is going back to the vendor then it needs to be on a
                return PO even if you do not have the RGA. Keep the PO number so that you can reference it later with the RGA #.
      163       Freight Audit Report - This Report should be monitored daily in order to ensure that Freight is applied correctly. If this report is
                done correctly then the difference total will balance to ZERO. If it is not checked every day then it is necessary to fix the tickets
                with new generations.
      164       Cash Box - The balance of the Cash Box should come to ZERO every day. Check the General Ledger in order to ensure that
                the balance has come to ZERO.
      165       Invoice Preview- Invoiced tickets that are printed, manifested, or hold should be cleared our every day. All tickets in this status
                should be resolved prior to go live. If no resolution occurs, these tickets should be placed on hold prior to go live Friday.

      166       Invoice Preview (Directs) - These direct invoices should be billed as soon as possible.
      167       Job Queues - Job Queues need to be completely clean at the end of the week so that all Inventory Adjustments and
                discrepencies are cleared before Friday.
      168       Inventory Adjustment - For all your negative on-hands that have carried over from [name of old Point of Sale System] an
                adjustment needs to be made in [name of newly implemented Point of Sale System]. The total dollar figure needs to be sent to
                [enter name of corporate accountant] no later than Friday so that the adjustment to the G/L can be made.
      169       Open Order Status Review Queue - This Queue should be managed throughout the week in order to clean out orders that
                have been billed but not confirmed properly. This is also a good tool for checking to see how many open orders are out there for
                the branch as to how well your branch in grasping [name of newly implemented Point of Sale System].




  11/14/2010                                                                                                                                                                                      5
           Monday   Tuesday   Wednesday   Thursday   Friday   Saturday
 6:00 AM
 6:30 AM
 7:00 AM
 7:30 AM
 8:00 AM
 8:30 AM
 9:00 AM
 9:30 AM
10:00 AM
10:30 AM
11:00 AM
11:30 AM
12:00 PM
12:30 PM
 1:00 PM
 1:30 PM
 2:00 PM
 2:30 PM
 3:00 PM
 3:30 PM
 4:00 PM
 4:30 PM
 5:00 PM
 5:30 PM
 6:00 PM
 6:30 PM
 7:00 PM
Responsibilities for Hardware Setup
 Install Branch Server on backboard rack and power on.
 Change all Digi wall jacks (except system printers – reports, forms) over to an Ethernet connection.
Non-compliant PCs and Terminals:
1. Back-up user’s data from old PC to the branch server.
2. Tear down non-compliant PC or terminal.
3. Unpack and set-up new Dell PC at the user’s workstation.
4. Re-install back-up data from the branch server to the imaged PC.
5. Re-install 3Rd party software that has been tested and approved by the PC Helpdesk.
6.     Set-up or migrate NT and email accounts on [Corporate] domain.
Compliant PCs:
1. Back-up user’s data to the branch server.
2. Re-image compliant PC with the current W2K image from branch server.
3. Re-install back-up data from the branch server to the imaged PC.
4. Re-install 3rd party software that has been tested and approved by the PC Helpdesk.
5. Set-up or migrate NT and email account to [Corporate] domain.
 Unpack and setup [Brand of New Printer] Laser Printer:
1. Plug printer into available Ethernet jack.
2. Power printer on and assign static IP address.
3. If no Ethernet port is available, plug printer into the switch port on the backboard and assign static IP address.
4.     Once static IP address is assigned, [Hardware Setup Provider] tech will notify designated IT Department to setup print queue.
 Unpack and set-up Zebra Printer:
1. Plug printer into available Ethernet jack.
2. Power printer on and assign static IP address.
3. If no Ethernet port is available, plug printer into the switch port on the backboard and assign static IP address.
4.     Follow [Hardware Setup Provider] Install Guide and complete all setups to the Zebra Printer.
5.     Once all set-ups are complete, [Hardware Setup Provider] tech will notify designated IT Department to set-up print queue.
 [Hardware Setup Provider] is responsible for recording all Data Jack changes and providing them to the Data Communications Dept.
 [Hardware Setup Provider] is responsible for recording the asset tag numbers and the employee they are assigned to. They will provide
this information back to our PC Admin Dept. so it can be entered into the PC Admin Database.
EOM Week
           1




           2




           3

           4


           5
           6

           7




           8
End Of Month Tasks
Return Goods - These items should be monitored daily in order to make sure that it is
clean as of prior to go live Friday. All items need to be accounted for and returned to
Stock. If it is an item that is going back to the vendor then it needs to be on a return
PO even if you do not have the RGA. Keep the PO number so that you can reference
it later with the RGA #.(return goods authorization number)
Freight Audit Report - This Report should be monitored daily in order to ensure that
Freight is applied correctly. If this report is done correctly then the difference total will
balance to ZERO. If it is not checked every day then it is necessary to fix the tickets
with new generations.
Cash Box - The balance of the Cash Box should come to ZERO every day. Check the
General Ledger in order to ensure that the balance has come to ZERO.
Invoice Preview- Invoiced tickets that are printed, manifested, or hold should be
cleared our every day. All tickets in this status should be resolved prior to go live. If no
resolution occurs, these tickets should be placed on hold prior to go live Friday.
Invoice Preview (Directs) - These direct invoices should be billed as soon as
Job Queues - Job Queues need to be completely clean at the end of the week so that
all Inventory Adjustments and discrepencies are cleared before Friday.
Inventory Adjustment - For all your negative on-hands that have carried over from
[name of old Point of Sale System] an adjustment needs to be made in [name of newly
implemented Point of Sale System]. The total dollar figure needs to be sent to [enter
name of corporate accountant] no later than Friday so that the adjustment to the G/L
can be made.
Open Order Status Review Queue - This Queue should be managed throughout the
week in order to clean out orders that have been billed but not confirmed properly.
This is also a good tool for checking to see how many open orders are out there for the
branch as to how well your branch in grasping [name of newly implemented Point of
Sale System].

				
DOCUMENT INFO
Description: Counter Sales Training document sample