Month End Inventory-Cased Goods
Month End Inventory-Cased Goods
Santa Rosa, CA
Month End Inventory Summary In this course, attendees learn how to do a physical inventory count of cased goods and merchandise in AMS. Attendees will learn step by step of how to do an inventory count from creating an inventory batch to adjusting perpetual inventory to reconcile to physical inv…
Tuesday, March 28 2017
9:30 AM
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12:00 PM
DTC Metrics and Data Segmentation
DTC Metrics and Data Segmentation
Santa Rosa, CA
Summary In this course, attendees learn how to use AMS to collect data to report on your company's KPI's and how to pull targeted email lists with the collected data. Attendees will learn how to segment data using customer management. Attendees will also learn ways to measure the success of a ma…
Thursday, May 4 2017
9:30 AM
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12:00 PM
Financial Module Basics
Financial Module Basics
Santa Rosa, CA
Summary The Financial module encompasses Accounts Payable, Accounts Receivable, and the GL. All areas of your business, AP, AR, Wholesale, Inventory, and Point of Sale integrate to the General Ledger in the AMS system. In this class attendees will learn how to create and post batches in both AP …
Thursday, March 9 2017
9:30 AM
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12:00 PM
Wine Club Prep & Processing
Wine Club Prep & Processing
Santa Rosa, CA
Wine Club Prep and Processing Summary In this course, attendees learn how to prepare for a wine club month and process the wine club. Attendees will learn how to clean up their data in CRM, estimating club packages to be shipped out vs will call sending out pre club emails and preparing package…
Wednesday, April 26 2017
9:30 AM
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12:00 PM
DTC Basics
DTC Basics
Santa Rosa, CA
DTC Basics Summary In this course, attendees learn how to use the AMS touchscreen and Customer Management. Attendees will learn how to create the following transacions in the touchscreen menu: -Carry sale -Shipping -Credit -No charge Attendees will learn how to discount, use coupons, add eve…
Thu, Mar 2 2017
9:30 AM
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Wed, Apr 12 2017
12:00 PM
Shipping & Returns
Shipping & Returns
Santa Rosa, CA
Shipping & Returns Summary In this course, attendees learn how to process ship orders and return and re-ship orders in AMS. Attendees will learn ways to only refund shipping or adjust shipping on shipped orders. Attendees will learn ways to track customers with returns in order to calculate the…
Thursday, April 6 2017
9:30 AM
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12:00 PM
Email Segmentation and Analysis for DTC marketing campaigns
Email Segmentation and Analysis for DTC marketing campaigns
Santa Rosa, CA
Email Segmentation for DTC campaigns Summary In this course, attendees learn list building basics such as what data to collect and how to collect it. Attendees will learn how to segment data using the AMS CRM. Attendees will also learn ways to measure the success of a marketing campaign using d…
Thu, Nov 13 2014
8:30 AM
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Wed, Nov 9 2016
11:30 AM
Wine Club Prep Class
Wine Club Prep Class
Santa Rosa, CA
Wine Club Prep Summary In this course, attendees learn how to prepare for a wine club month. Attendees will learn how to clean up their data in CRM, estimating club packages to be shipped out vs will call taking into account average growth and declines, sending out pre club emails and preparing …
Tue, Sep 30 2014
8:30 AM
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Thu, Oct 6 2016
11:30 AM
Wine Club Prep and Processing
Wine Club Prep and Processing
Santa Rosa, CA
Wine Club Prep and Processing Summary In this course, attendees learn how to prepare for a wine club month and process the wine club. Attendees will learn how to clean up their data in CRM, estimating club packages to be shipped out vs will call sending out pre club emails and preparing packag…
Tue, Sep 9 2014
8:30 AM
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Tue, Oct 11 2016
11:30 AM
Bulk Preparing for Harvest
Bulk Preparing for Harvest
Santa Rosa, CA
Good for building basic skills and a refresher for those already using the system. Who Should Attend Those who are responsible for grape contracts, weigh tags, and bulk inventory transaction entry into AMS. Topics to be Covered Grape Contract Maintenance Adding a contractMaster contractContra…
Wed, Jun 24 2015
8:30 AM
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Thu, Jul 27 2017
12:00 PM
