Internal CSR Training
This course will cover the complete workflow and best practices for a Customer Service Rep in Syncore. There are four different self-paced modules for you to complete, as well as two 1 hour webinars.
Course Introduction
Course Participation Guidelines
Learning Objectives
Handouts to Support your Learning
Sign in to Syncore
Module 1 Introduction
Getting Started with the Feature Pages
Feature Page Directions
Feature Page - Your CSR Dashboard
Feature Page - Jobs Follow Up Page
Start your Day Working the Submitted Jobs Queue
Chapter 1 Knowledge Check
Module 2 Introduction
What is a Job
Feature Page Directions
Feature Page - Jobs Page
Job Statuses
Feature Page - Sales Order Page
Job & Sales Order Feature Review Quiz
Accepting or Rejecting the Job Process
Accepting or Rejecting the Job Walk through Video
Let's Practice Directions
Let's Practice #1: Accepting or Rejecting the Job
Let's Practice #2: Accepting or Rejecting the Job
Let's Practice #3: Accept or Reject an Apparel Order
Module 2 Knowledge Check Directions
Knowledge Check - Question 1
Question 1 Accept or Reject
Knowledge Check - Question 2
Question 2 Accept or Reject
Exercise 1 - Part 1
Module 3 Introduction
Single PO Workflow: Blanks and Decoration from One Supplier
Let's Practice #4: Single PO Workflow
Multi‑PO Workflow: Blanks and Decoration from Separate Suppliers
Let's Practice #5: Multi-PO Workflow
Review and Send the PO
Let's Practice #6: Review and Send the PO
Module 3 Knowledge Check Introduction
Scenario 1
Scenario 2
Scenario 3
Exercise 1 - Part 2
CSR 1 Webinar
Module 4 Introduction
Order Confirmation
Exercise 2: Order Confirmation
Acknowledgement
Exercise 2: Acknowledgement
Art Proof
Exercise 2: Art Proof
Set a Job Issue
Exercise 2: Set a Job Issue
Art Approval
Exercise 2: Art Approval