1.     Opening/Startup Activities

You will independently conduct normal opening/startup procedures.

2.    Review and e-Learn

a)      As practical (in person or by phone/conference call) you will review with your direct supervisor the previous sections , activities and reading assignments

b)     You will then take e-Quiz, IS06 - Sales Reports - E-Quiz

3.    Product Knowledge (Branch Mix)

Select and study two brands/products assigned to your branch location.

a)      To access the product knowledge mix assigned to your branch location, click here

b)     Under your location click the hyperlink to the product you would like to study.

c)      Master all knowledge as it relates to the brand/company description, products, features, and resources in your location

d)     You will locate/inspect the above-mentioned product(s) in one of our warehouses

e)     Your direct supervisor will schedule a ride-along with a contemporary or defined expert who will:

•         Provide you with an overview of the product(s)
•         Explain how the product(s) fits into your market segment and accounts
•         Explain how to establish creditability for the product(s)

f)       On section 11, you will take the branch specific product knowledge course e-Quiz

4.    Miller Heiman - Conceptual Selling Review (Part 3 of 3)

a) After reading Miller Heiman Conceptual Selling, Part 4 Chapters 12 & 13, Part 5 Chapters 14 & 15, you will:

• Print an updated copy of the Miller Heiman Green Sheetfrom the previous lesson
• Take e-Lesson Miller Heiman Conceptual Selling Review 16.1

5.    Communication Basics (Part 4)

You will complete e-LessonCommunication Basics 13.1 - Interpersonal Skills where you’ll learn how to create and deliver a message that isn’t misinterpreted.

6.    Infor Lesson: Miscellaneous

a) Your assigned SME will demonstrate how to perform the following miscellaneous activities including: 

• P -SOP IS 118.1 – Placing Addon Fees on Order
• P -SOP IS 119.1 – Finding Order Tracking Number
• P -SOP IS 120.1 – Attach Document to Sales Order
• P -SOP IS 121.1 – View Order Audit Trail
• P -SOP IS 122.1 – Transfer Product from Overflow Warehouse to Shipping Warehouse
• P -SOP IS 123.1 – Look up Rebate Registrations
• P -SOP IS 125.1 – How to Suspend an Order
• P -SOP IS 127.1 – Change Customer Price Type
• P -SOP IS 128.1 – Change Delivery Address
• P -SOP IS 129.1 – FCO/FBO Process
• P -SOP IS 138.1 – Email-Multiple Contacts
• P -SOP IS 139.1 – Customer Contacts - Adding, Updating, Deleting Contacts

 
b) You will simultaneously refer to the above-mentioned SOP’s and or simulations
c) Under the direct supervision of the SME, you will perform the above-mentioned processes 3 times

7.    Infor Activity (Overflow Processing)

You will function as an overflow sales representative for an assigned expert applying all previous learned applications including the above-mentioned lessons listed above for the remainder of the day.