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Training Outline: Regional Manager

This outline reflects an example of a training plan for a regional manager user, who will primarily oversee the activity of distributor and sales users within their region.

Updated over 2 weeks ago

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?


Inventory Movement

  • Requests (on behalf of other users)

  • Transfers (on behalf of other users)

  • Receiving Transfers (on behalf of other users)


Notifications

  • PO reminders

  • Email notifications

  • In-app notifications

  • Transfers and Requests


Session 2 - Questions and Review

30 Minutes

Inventory Detail (High Level Coverage)

Directory (High Level Coverage)

Exports and Reports

  • Inventory Exports

  • Sales Reports


Additional Sessions Available as Needed

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