Vision Masterclass

9.30am Company And Industry Overview

Introduction

  • Today's agenda - aims and objectives
  • Lunch arrangements
  • Mobile phones off or take call outside

9.45am Vision Introduction

  1. Logging in
  2. Administrative - Company Settings
  3. Dashboard

10.15am Customer Relations Management

  1. Adding & Editing New Contact
  2. Importing & Exporting Contacts
  3. Applying Logos
  4. Customer Order History

11.00 am Product Research

  1. Featured Products
  2. Preferred Suppliers
  3. Adding a Product - My Products
  4. Keyword & Filter Search
  5. Using the Clipboard

11.45 - 12.00 pm Break for refreshments & phone calls

12.00 pm Order Management

  1. Create Project
  2. Create Quote
  3. Personal Calendar
  4. Edit Product: Sizes , Colors , Imprint Methods
  5. Find & Add A Product , Quick Product Insert
  6. Send & Communicate Quote

1.00 - 1.30pm Break for Lunch

1.30 pm Order Management

  1. Sales Orders
  2. Edit Product - Quantities and sizes
  3. Additional Costs -Adding and changing Additional Costs
  4. Purchase Orders & Invoicing
  5. Activities / Notes
  6. Purchase Invoices

2.30pm Reporting

3.00pm Creating Company Stores

  1. Login and Administration

3.15 pm Customising Websites

  1. Overall Style and Layout
  2. Product Lists and Details
  3. Styles and Colors

4.00 - 4.15 pm Break for refreshments & phone calls

4.15 pm - 5pm Keeping Your Website Fresh

  1. Adding and Editing Pages
  2. Adding Links and Banners

5.00 pm

Review of Course