Facilisgroup

Course Description

CSR Course Introduction

Facilisgroup Lifecycle of an Order

PDF - Facilis Workflow

@Ease is now Syncore!

Introduction to Syncore

Sign in to Syncore

Syncore Homepage

Syncore Navigation

Syncore Reports

Syncore Help and Resources

Introduction to Jobs

PDF - Jobs Introduction

PDF - Job Priorities

PDF - Job Status

Job Log for CSR

PDF - Job Issues

Job Follow-ups

PDF - Setting Follow-Up Dates

PDF - Reviewing the Sales Order

Reviewing and Accepting Sales Orders

Rejecting Sales Orders

Knowledge Check - Accept or Reject the Sales Order

Exercise 1 - Rejecting the Sales Order

Congratulations!

CSR Module 2 Introduction

PDF - Creating a Purchase Order

Step 1: Create the PO

Exercise 2: Step 1 - Create the PO

Step 2: Send the PO

Exercise 2: Step 2 - Send the PO

Step 3: Order Confirmation

Exercise 2: Step 3 - Order Confirmation

Step 4: Acknowledgement

Exercise 2: Step 4 - Acknowledgement

Step 5: Art Proof

Exercise 2: Step 5 - Art Proof

Step 6: Set a Job Issue

Exercise 2: Step 6 -Set a Job Issue

Step 7: Art Approval

Exercise 2: Step 7 - Art Approval

Step 8 - Estimated Shipping Date

Exercise 2: Step 8 - Estimated Shipping Date

Step 9: Shipping Information

Exercise 2: Step 9 - Shipping Info

Step 10: Shipping Confirmation

Exercise 2: Step 10 - Shipping Confirmation

Step 11: Delivered Status

Exercise 2: Step 11 - Delivered

Put it Together: Steps 1 and 2

Put it Together: Steps 3 and 4

Put it Together: Steps 5 and 6

Put it Together: Step 7 and 8

Put it Together: Steps 9, 10 and 11

Knowledge Check - Hard Goods

Congratulations!

CSR 1 Webinar

CSR Module 3 Introduction

Apparel Orders Step 1: Create the Blank Goods PO

PDF - Creating the PO

Exercise 4: Step 1

Apparel Orders Step 2: Create the Decoration Supplier PO

Exercise 4: Step 2

Apparel Orders Step 3: Send the POs

Exercise 4: Step 3

Apparel Orders Step 4: Blank Goods Order Confirmation

Exercise 4: Step 4

Apparel Orders Step 5: Blank Goods Shipping Information

Exercise 4: Step 5

Apparel Orders Step 6: Decorator Order Confirmation

Exercise 4: Step 6

Apparel Orders Step 7: Acknowledgement

Exercise 4: Step 7

Apparel Orders Step 8: Art Proof

Exercise 4: Step 8

Apparel Orders Step 9: Issue

Exercise 4: Step 9

Apparel Orders Step 10: Proof Approval

Exercise 4: Step 10

Apparel Orders Step 11: Estimated Ship Date

Exercise 4: Step 11

Apparel Orders Step 12: Decorator Shipping Information

Exercise 4: Step 12

Apparel Orders Step 13: Shipping Confirmation

Exercise 4: Step 13

Apparel Orders Step 14: Delivered Status

Exercise 4: Step 14

Alternate Apparel Workflow

Exercise 5 - Steps 1-4

Exercise 5 - Steps 5-8

Exercise 5 - Steps 9-11

Exercise 5 - Steps 12-15

Knowledge Check - Job Tracker

Example Apparel Order Job Tracker

Congratulations!

CSR Module 4 Introduction

Exercise 6: Part 1

Back Orders

PDF - Back Orders

Exercise 6: Part 2

Exercise 6: Part 3

Exercise 6: Part 4

Exercise 7: Part 1

Cancelled Orders

PDF - Cancelled Orders

Exercise 7: Part 2

Exercise 7: Part 3

Split Shipments - 2 locations

Split Shipments - Multiple Locations

PDF - Split Shipments

Credit Memos

PDF - Credit Memos

Revisiting Job Follow-ups

Knowledge Check - Summary

PDF - Overview Checklist

PDF - Workflow Chart

PDF - Tips and Reminders

Congratulations!