Optimizing Sales Orders for Resupply
This three-hour online class will provide you with the Best Practices for optimization of your re-supply process for improved revenue management utilizing sales order templates and process workflow. We will review concepts and workflow efficiencies to maximize your resupply processes using the Brightree Management System (BMS).
- Sales Order Templates: Designed to use for recurring purchase item orders, we will review pros for using templates to streamline order processes, as well, assist with fulfillment efficiency. In addition, we will discuss a productive and efficient workflow for the sales order templates and related sales orders. (NOTE: we will not be discussing Connect templates in this class. Please address those questions with your Connect Account Manager).
- Sales Order Workflow: This class will provide you an understanding of a productive and efficient workflow for the sales order templates and related sales orders to maximize your re-supply workflow.