e-Training — Advanced Sales Order Administration (SO2)

This three-hour course discusses advanced procedures for sales orders. This course will consist of lecture, discussion, and hands-on workshops. It is designed for users who want to use the additional features that are available in the sales order module.

At the completion of this course the participants will have a thorough understanding of:

  • Duplicating sales orders
  • Rebooking sales orders
  • Creating a job from a sales order
  • Using credit cards
  • RMA’s
  • Multiple price codes
  • Market approval function

Prior to class, Expandable will send the student a copy of the training manual and an invitation with instructions on how to login and attend the class.

Prerequisite: Viewing of the free 1-hour Expandable for New Users training videos. These videos may be accessed through the Customer Resource Center.

This class may also be taken at the Expandable training facility in Santa Clara. Refer to the classroom course training schedule.

Return to Course Descriptions