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. Business and data flow
1.3. Overview of configuration item
2. DELIVERY ALLOCATION
2.1. Date and Supplier Selections
2.2. Full load allocation
2.3. Split load allocation
2.4. Combined load allocation
2.5. Splash Blends
2.6. Special BOL numbers
3. CUSTOMER INVOICES
3.1. Customer invoice overview
3.2. Surcharges
3.3. Print Customer Invoices
3.4. Customer invoice emails
4. OTHER TRANSACTIONS
4.1. Price Notifications
4.2. Credit Cards
4.3. Bank Transfers
4.4. Vendor Non-Fuel Invoices
5. CUSTOMERS
5.1. Customer Set up
5.2. Customer Groups
a. Create Customer Group
b. Mark up methods
c. Freight
d. Add-ons
e. Exclusions
5.3. Clone Customer
6. REPORTS
6.1. Customer Fuel Invoice
6.2. Credit Card Transactions
6.3. EFT Drafts
6.4. Fuel Tax Report
6.5. Profitability Reports
7. FREIGHT
7.1. Methods of Freight Calculation
7.2. Freight Matrix Configuration
a. Base Rates
b. Load Minimums
7.3. Freight Wizard
8. SETTINGS
8.1. Fuel Other Charges
8.2. Add-On Charges
8.3. Fuel Storage
8.4. Customer Fixed Price
8.5. Suppliers