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Achieving Goals through Collaborative Efforts - Navision Attain Training

This presentation covers principles, processes, and vocabulary in Navision Attain Training (NAT) Part I, focusing on sales concepts, product information, customer relations, order management, and system functionalities. It delves into product groups, pricing, services, inventory, and sales strategies, emphasizing the importance of teamwork and effective communication in achieving organizational goals. The content also discusses customer interactions, sales processes, order tracking, and system management in-depth. Participants will gain valuable insights into maintaining customer relationships, managing sales operations, and utilizing Navision Attain efficiently. Looking ahead, the training will prepare individuals for future customization, departmental procedures, and ongoing improvements in the workplace.

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Achieving Goals through Collaborative Efforts - Navision Attain Training

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Presentation Transcript

  1. Working together … we can ATTAIN our goals!

  2. This N That • Cells • Break(s) • Notes • Handouts • Important Sales Concepts • This presentation Working together … we can ATTAIN our goals!

  3. What: Principles Processes Vocabulary What’s What & Why What’s Gone What’s New What’s the Same Working the System Navision Attain Training (NAT)In-Depth Part I Working together … we can ATTAIN our goals!

  4. Something to Sell (P1) • Accessories • Phone compatibility • Alternate items • Product Group – Phone – Item • New items • Hot/Push items • Customer/Item Cross-Reference • Pricing • Packaging • Services Working together … we can ATTAIN our goals!

  5. Somebody to Buy (P2) • Carriers – Large & Small • Agents • Dealers & Retailers • Distributors • S-Cubed Partners • Consumers Working together … we can ATTAIN our goals!

  6. Someone(s) Call Center Customer Service Inside Sales Work to do Customer Card Order Prep Order Placement Order Tracking Order Changes (maintenance) Order Reporting CRM External Internal Returns Someone to do the work (P3) Working together … we can ATTAIN our goals!

  7. Some way to manage it all (P4) • Navision Attain • Sales & Receivables • Relationship Management • Inventory Working together … we can ATTAIN our goals!

  8. Processes Working together … we can ATTAIN our goals!

  9. Vocabulary • Refer to previous handout Working together … we can ATTAIN our goals!

  10. What’s Gone • Kits • Package Pro • Pick Tickets • RMAs Working together … we can ATTAIN our goals!

  11. Variant Order Promising Release Order Tracking Order Returns Order Planning M-T-O M-T-S Responsibility Center Department Project Code Location Dimensions Channel Department Project Sales Rep What’s New Working together … we can ATTAIN our goals!

  12. What’s the Same(only slightly different) • Customer Card • Item Card • BOM • Vendor Card • Sales Quotes • Sales Orders Working together … we can ATTAIN our goals!

  13. Sales & Receivables Menu Customer Card Item Card Create a quote & convert to an order Create and post a sales order Create and post a credit memo Receivables Create and release a sales order Change a released sales order Working the System Working together … we can ATTAIN our goals!

  14. Reports • Reports • Documents • Order Status Working together … we can ATTAIN our goals!

  15. Closing Review • Navision Attain In-Depth Training Working together … we can ATTAIN our goals!

  16. Looking Ahead • In-depth training Part II • Go-Live • 9/3/02 • Further Customization of Views/Reports • Departmental Desktop Procedures • Standards • Key Users • On-going training • NUT • RUT Working together … we can ATTAIN our goals!

  17. Working together … we can ATTAIN our goals!

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