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S101 - Quote Processing
One of the greatest benefits of RFMS is the ability to push processes down to the actual point of occurrence. We've designed the system in such a way that the job at hand is done by the person responsible, not handed off to the "back office" for processing.
The Quotes module is built around the concept of streamlining the process of collecting information from the prospective customer and tracking that information throughout the sales cycle. The user-friendly design allows the salesperson the opportunity to juggle many different proposals at one time and quickly respond to customer needs.
This class is designed with the salesperson in mind. You'll be shown the many features and benefits that will allow you to confidently prepare professional quotes for you customers. You'll save time and money with this powerful module.
All of the tools associated with this process are included in the RFMS core business management system.
By the end of the course, attendees will have been shown how to:
• Create a new quote
• Setup customers
• Setup credit limits
• Export to an order
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View Schedule - Register |
2 Hours |
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S102 - Order Entry
Order entry is the backbone of RFMS. Virtually all of our additional products work via Order Entry. This course teaches the typical user how Order Entry will conduct their business within a given segment.
By the end of this course, attendees will have been shown how to:
• Process a job / order for your specific segment
• Become familiar with the various configurations that will accommodate your segment
• Select inventory for use on a job
• Select products to acquire for a job
• Basic work order setup
• Select installations for use on a job
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View Schedule - Register |
2 Hours |
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S107 - Claims Processing
Claims are a ready source of profit for most floor covering providers. RFMS has provided a comprehensive software management tool that allows the dealer to maintain control of both the replacement process for their client and the credit process from the vendor.
The Claims module is built on the concept of taking care of the dealer's client. Once an issue has been identified, a claim can be established and the tracking of costs and efforts started. The elegant design of the Claims module allows the dealer to take care of their client first and foremost. The ultimate settlement and responsible party can be determined after the dealer's client has been satisfied.
All of the tools associated with this process are included in the RFMS core business management system.
Participants in this informative class will be shown all the necessary steps for tracking and processing claims and returns with the Claims Module. By attending, you will be on the fast track to managing your company’s returns process with maximum efficiency and accuracy.
By the end of the course, attendees will have been shown how to:
• Set up the Claims module
• Track shortages from suppliers
• Establish a customer claim
• Procure replacement inventory
• Receive replacement inventory from vendors
• Establish responsible party and initiate collection of monies due
• Track returned merchandise and analyze trends |
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View Schedule - Register |
2 Hours |
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S201 - Intermediate Order & Quote Processing
Now you can gather the information you need, when you need it for smoother flowing sales order and quotes processing. This class is designed with the Office Manager in mind. You’ll learn many features that will allow you to stream-line your processes. You’ll save time and money using these powerful features.
By the end of the course, attendees will have been shown how to:
• Set up the Sales Order / Quote application
• Set up Private Parameters
• Process orders and invoices
• Process customer payments
• Initiate the procurement process
• Setup customers
• Setup credit limits
• Process refunds
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View Schedule - Register |
2 Hours |
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S202 - Work Order & Providers Module
Gain more control and improve productivity throughout your operation by attaining a full understanding of the work order and providers module. With newfound knowledge about the application’s capabilities, you’ll be positioned to accurately track the entire process through routings, scheduling and more.
By the end of the course, attendees will have been shown how to:
• Set up the work order and providers module
• Enter work orders into the system
• Reconcile budgeted labor costs
• Process and track work in progress
• Generate and analyze reports
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View Schedule - Register |
2 Hours |
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S203 - Job Costing
This class focuses on the Job Cost process and its integration with Accounts Payable, Accounts Receivable, General Ledger, Inventory Management, and Payroll. Improve accuracy and efficiency by attending this valuable course.
By the end of the course, attendees will have been shown how to:
• Ensure the accuracy of accumulated costs through integrated modules
• Invoice jobs to your customer
• Rapidly track information down to your desired detail |
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View Schedule - Register |
2 Hours |
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S204 - Batch Job Costing
This feature allows you to Jobcost multiple customer orders simultaneously.
By the end of the course, attendees will have been shown how to:
• Create criteria to select orders
• Invoice customers |
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View Schedule - Register |
1 Hour |
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S205 - Customer Import / Export
The customer import / export class is a hands-on presentation. The attendee must have to have sufficient privileges to allow the trainer access to the attendee’s system. The attendee must have importable data.
The trainer will assist the attendee on the following:
• Formatting of raw data
• Importing of data
• Adjusting imported data |
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View Schedule - Register |
2 Hours |
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