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Achieving Goals through Collaboration: Navision Attain Training Overview

Explore principles, processes, and vocabulary of Navision Attain in this comprehensive training session. Covering important sales concepts, product information, customer management, and system navigation.

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Achieving Goals through Collaboration: Navision Attain Training Overview

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  1. Working together … we can ATTAIN our goals!

  2. This N That • Cells • Break(s) • Notes • Handouts • Important Sales Concepts • This presentation Working together … we can ATTAIN our goals!

  3. What: Principles Processes Vocabulary What’s What & Why What’s Gone What’s New What’s the Same Working the System Navision Attain Training (NAT)In-Depth Part I Working together … we can ATTAIN our goals!

  4. Something to Sell (P1) • Accessories • Phone compatibility • Alternate items • Product Group – Phone – Item • New items • Hot/Push items • Customer/Item Cross-Reference • Pricing • Packaging • Services Working together … we can ATTAIN our goals!

  5. Somebody to Buy (P2) • Carriers – Large & Small • Agents • Dealers & Retailers • Distributors • S-Cubed Partners • Consumers Working together … we can ATTAIN our goals!

  6. Someone(s) Call Center Customer Service Inside Sales Work to do Customer Card Order Prep Order Placement Order Tracking Order Changes (maintenance) Order Reporting CRM External Internal Returns Someone to do the work (P3) Working together … we can ATTAIN our goals!

  7. Some way to manage it all (P4) • Navision Attain • Sales & Receivables • Relationship Management • Inventory Working together … we can ATTAIN our goals!

  8. Processes Working together … we can ATTAIN our goals!

  9. Vocabulary • Refer to previous handout Working together … we can ATTAIN our goals!

  10. What’s Gone • Kits • Package Pro • Pick Tickets • RMAs Working together … we can ATTAIN our goals!

  11. Variant Order Promising Release Order Tracking Order Returns Order Planning M-T-O M-T-S Responsibility Center Department Project Code Location Dimensions Channel Department Project Sales Rep What’s New Working together … we can ATTAIN our goals!

  12. What’s the Same(only slightly different) • Customer Card • Item Card • BOM • Vendor Card • Sales Quotes • Sales Orders Working together … we can ATTAIN our goals!

  13. Sales & Receivables Menu Customer Card Item Card Create a quote & convert to an order Create and post a sales order Create and post a credit memo Receivables Create and release a sales order Change a released sales order Working the System Working together … we can ATTAIN our goals!

  14. Reports • Reports • Documents • Order Status Working together … we can ATTAIN our goals!

  15. Closing Review • Navision Attain In-Depth Training Working together … we can ATTAIN our goals!

  16. Looking Ahead • In-depth training Part II • Go-Live • 9/3/02 • Further Customization of Views/Reports • Departmental Desktop Procedures • Standards • Key Users • On-going training • NUT • RUT Working together … we can ATTAIN our goals!

  17. Working together … we can ATTAIN our goals!

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