We suggest that you schedule group training or let S2k “train the trainer” where we train a main staff member who can then train managers and other staff members who will be using S2k. During training, it is a good idea to take detailed notes that can be referred to at a later date. All training is done remotely. We log on to your PC, call you, show you how to do tasks, watch you do it and then let you do it on your own.
•Sessions are 1-2 hours.
•Make sure to schedule your next training at the end of each training session.
•Write down any questions you have so that you can ask them during the next session.
•Please tell your entire staff about these training tips.
At the end of each training session, we will email the owner a training session evaluation form letting him know who was trained and on what and how it went.
1. BASIC TRAINING
1.1. Basic training – navigating menus and toolbars, etc.
1.2. Daily Reconciliation
1.3. Reports
1.4. Adding Customers and Suppliers
2. PRICEBOOK/INVENTORY MANAGER TRAINING
2.1. Changing retail prices and adding new items
2.2. Managing departments and price groups, bottle deposits
2.3. Advanced pricebook training (promotions, specials, assemblies…)
3. NON-FUEL INVOICE TRAINING
3.1. Manual entry
3.2. Handheld entry
3.3. Processing EDI invoices
4. HANDHELD TRAINING
4.1. Handheld Setup and Training
4.2. Changing Prices
4.3. Purchase Invoices
4.4. Troubleshooting the Handheld
5. RECEIPTS/CASH RECONCILIATION
5.1. Balance Day/Cash Over/Short
5.2. Enter A/R and A/P detail if needed
6. FUEL INVOICES
6.1. Fuel invoice entry
6.2. Fuel inventory
6.3. Reports
7. INVENTORY TRAINING (optional module)
7.1. Training on types of inventory
7.2. Handheld setup and training
7.3. Take sample inventory (required to use inventory module)
7.4. Reports
7.5. Take FULL inventory (by DEPT or SKU) and process
7.6. Manage inventory (by DEPT or SKU)
7.7. Double checking data and reports
8. QUICKBOOKS
8.1. Interview/evaluation
8.2. Chart of Accounts mapping setup
8.3. Test posting
8.4. Posting and training
8.5. Managing clearing accounts
9. Q&A and Reports
9.1. Review list of questions
9.2. Help find specific reports