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.
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