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 event and referral codes to tag orders. Attendees will learn how to search for existing customers and add new customers in both the touchscreen menu and the customer management menu. Attendees will learn how to mark will call transactions as picked up, process individual declined orders and update a customer's credit card on file. Attendees will learn how to look up inventory for a product. Attendees will learn how to add contacts and notes to a customer record.
Who should attend?
Clients who use the AMS touchscreen or supervise staff who create DTC transactions
Level
Beginning and intermediate levels
Format
2.5 hour classroom session (lecture and hands on exercises)
Course objectives
After attending this course, attendees should be able to:
-create a carry transactions and single and multiple ship transactions
-create credit, return and no charge transactions
-create new customers in the touchscreen and customer management
-Review existing customer’s history
-Use discounts and coupon functions
-Mark will call orders as picked up
-Add contacts and notes to a customer record
-View inventory of a product
-Tag orders with codes