Session 1 - Building Blocks
45-60 Minutes
Introduction to the Platform
Mobile vs. Web
Navigation
Events Workflow
Creating the Event (case)
Recording Sales
Replenishment
Sharing Sales Order
Adding PO#
Direct Sales?
Shared Distributor Inventory?
Inventory Movement
Requests
Transfers
Receiving Transfers
Inventory Detail (High Level Coverage)
Directory (High Level Coverage)
Notifications
PO reminders
Email notifications
In-app notifications
Transfers and Requests
Session 2 - Questions and Review
30 Minutes
Users
Creation
User Information
Distributor Groups
Assigning Directory Access
Viewing associated user activity
Exports and Reports
Inventory Exports
Sales Reports