Customer Service & Order Processing Agendas

To view the agendas for each course, select the + next to each course name.

UC103-Order Entry 3

UC103-Order Entry 3 Agenda

This course will cover the basic user-side of ‘Order Entry’ (both Window and Glass customers)

Course Presenter

MICHAEL DIRNE

Business Case

As a … Customer Service Representative
I want to … enter and manage quotes and orders
So I can …. increase company sales and revenue

Key Benefits

Order Entry is easy to use and highly configurable. It allows customers to enter and track orders quickly and easily.

Functional Walk-through

We will discuss the following during the presentation:

  • Order Entry Icons
    • Navigation arrows
    • Add & delete icons
    • Copy
    • Find
    • Print and Preview
    • Acknowledge & Auto
    • Global Options Changes
    • Attachments
    • Permission
    • View Transaction log
  • Column Manager
    • Add
    • Remove
    • Bold Columns
    • Restore Defaults
    • Pin
  • Carry Down
  • Navigation
  • Line Item Right click options
    • Copy Item
    • Past Item at End
    • Paste Special
    • Move Item
    • Recalculate
    • Import Item
    • Export Item
    • View Multiple Shipments
    • Part Breakdown
    • Cost Breakdown
    • Save As (Customer & System Shortcut)
  • Comments
    • Line item
    • Order
  • System Texts
  • Order Status
    • On Hold
    • Available
    • Finalized
    • Released

Access UC103-Order Entry 1

UC104-Order Entry 2

UC104-Order Entry 2 Agenda

This course will cover several of the ribbon command buttons in further detail, and the user side of Order Entry for
window and door customers, specifically focusing on some of the alternate wizards available (Opening Designer, Bay/Bow
Wizard, and Service Wizard).

Course Presenter

Kaitlyn DeFrench

Business Case

As a… Customer Service Representative in the Window and Door Industry
I want to… enter and manage quotes and orders, including those orders that contain mulled units, bay or bow windows,
and repair parts
So I can… properly and efficiently process orders to get them sent to production and shipped to the customer on time.

Key Benefits

Advanced features in FeneVision Order Entry allow industry specific CSR tasks to occur in a well-designed flexible manner.
This eliminates the need for CSR employees to have to manually recalculate dimensions when entering products like bay
or bow windows or replacement parts. Additional features also enhance the ability to communicate with other
departments without the need for a conversation with other employees.

Functional Walk-through

1. View Requirements (purchasing)
2. Inventory Requirements
3. Transaction Log
4. Report History
5. Hold Policies
6. System Text
7. Conversations
8. Schedule Separate
9. Item Pullback
10. Alternate Wizards
a. Opening Designer
b. Bay/Bow wizard
c. Service Wizard
Tips
• Escape key to exit line item in progress
• Running 2 instances of Core
• Managing Order Relations

Access UC104-Order Entry 2

UC105-Order Entry 3

UC105-Order Entry 3 Agenda

This course will cover Order Entry for glass companies.

Business Case

As a … Customer Service Representative in the Glass industry
I want to … enter and manage quotes and orders including those orders that contain glass orders with cutouts
So I can … properly and efficiently process orders to get them sent to production and shipped to the customer on time.

Key Benefits

Easy to use and highly configurable. Advanced features in Order Entry allow industry specific CSR tasks to occur in a well-designed flexible manner.

Functional Walk-through

1. Entering a piece of Glass
2. Alternate Wizards
a. CAD
b. Shower Designer
1. Paste Special
2. View Purchasing Requirements
3. Inventory Requirements
4. Order Relations
5. Transaction Log
6. Report History
7. Hold policies
8. System text
9. Conversations
10. Item Pullback

Tips

1. Select the ESC key to exit line item in process.
2. You can run two instances of CORE to multi-task.
3. Ensure the options are getting set for operations in CAD if pricing is not coming out as expected.
4. Order relations can let you know if the order was copied from another order.
5. Conversations will alert you to a new item when you log into CORE.
6. Conversations can be used to add notes to the order.
7. If an option changes without your knowledge, you can check the ‘Transaction Log’to see who changed it and at what time.
8. Paste special can help to save time entering similar line items.

Access UC104-Order Entry 2