Understanding ManageMore Onboarding Packages

ManageMore Business Software is an ERP solution that offers several comprehensive business applications that work together as one system to automate your entire operation. Your sales department (aka Cash and Carry), customer service, warehouse management, route and delivery, ecommerce, mobile outside reps, and accounting department each have a specific function to do. Each business is unique and you may or may not utilize all business functions that ManageMore offers you from day one. Beside the software licensing fees, you are required to select the onboard package that best fits your current needs to get up and running with ManageMore. Smaller operations may have a few employees that deal with a few of the business tasks mentioned, while larger established businesses may be fully staffed to have particular employees exclusively tasked to one of these business functions. Every business will fall somewhere in this spectrum of shared employee responsibilities for multiple tasks OR key employee(s) and manager(s) responsible for one specific job being performed on a daily basis.

Intellisoft offers two different onboarding packages when you purchase our system. Choosing the right onboarding package from the beginning can make a big difference on how smoothly your operation will run when you go live with our ERP system.

We typically recommend our clients who need up to a 10-user software license or less to choose our Basic Onboard package which includes one scheduled 2 hour online training course and some additional telephone support when you go live. Larger Operations that need more than a 10-user software license will very likely need to consider the Complete Onboard package when you purchase the software. This onboarding package provides three 2-hour sessions to better train staff with different responsibilities on a daily basis. The complete onboarding package also allows for a more detailed training on how to best automate your business for each department using the software. In either case, telephone technical support cannot be used to substitute for either onboarding package.

OPTIONAL: Intellisoft also offers a 1 day onsite onboarding package (not a substitute for the basic or complete onboarding package.) This provides your organization a hands-on approach with a ManageMore expert at your facility for 8 hours. Use this service for additional training, ManageMore oversight, and/or consultation by an expert on how to best utilize ManageMore for all of your departments. Please call our sales team at 305-471-5111 for more information regarding our 1 day onsite onboarding service.

ManageMore Basic Onboarding Package

The Basic Onboarding Package provides a scheduled 2-hour online live training course which will go over the basics of the application. If needed, you can customize certain aspects of this training to focus on your specific needs. In general, you can expect the following topics to be covered:

Basic Training Session offers:

Adding/Editing/Searching Inventory
Properly creating inventory price levels for cash and carry, c-stores, distro’s, jobbers, VIP
Creating Inventory item matrixes for optimal program performance
Understanding promotional discounts, customer specific pricing, and other discount related schemes
Adding/Editing of Customers/Vendors
Creating a sales order/invoice
Creating a vendor bill and receiving merchandise
Posting customer payments and paying bills
Picking/verifying orders and filling invoices
Using Customer Care process to deal with your clients effectively
Using Vendor Care process to deal with suppliers effectively
Discussion on tasks that should be accomplished before going live

ManageMore Complete Onboarding Package

The Complete Onboarding Package provides three 2-hour online live training courses. Since different business personnel may be responsible for multiple tasks within the operation, please use these training sessions listed below as a general guideline. Our trainer will adjust each training session to the employees responsibilities, accordingly.

Complete Training Session 1: Managing your Inventory and Warehouse Effectively (ideal for inventory personnel and warehouse staff)

Adding/Editing/Searching Inventory
Creating Inventory item matrixes for optimal program performance
Properly creating inventory price levels for cash and carry, c-stores, distro’s, jobbers, VIP
Assigning local/federal regulated products (i.e. cigarettes, cigars, vape, etc.) to an excise tax
Using Inventory Explorer to quickly adjust your product details (e.g. categories, brands, departments, bin areas, taxes, status, etc.)
Global adjustment of inventory pricing by category, brand, department and applying markup/margin price rules
Reconciling your inventory counts (paper or tablet method)
Managing open sales orders
Picking and verifying complete/partial orders using paper method or tablet method
Creating routes, loading orders , and preparing documents for driver delivery
Prioritizing orders, printing delivery labels , and closing orders
Filling and invoicing an open order
Labeling your inventory and creating shelf labels using the Lists & Labels Manager tool

Complete Training Session 2: Understanding Sales and Customer Service (ideal for sales and service personnel)

Adding/Editing/Searching for Customers
Creating sales orders/invoice for local delivery, pickup, cash and carry sales
Using Customer Care process to deal with your clients effectively
Posting customer payments
Partial / Full void of past sales
Understanding promotional discounts, customer specific pricing, item price recall, and other discount related schemes

Complete Training Session 3: The Financials and Industry Specific Tasks (ideal for owners, managers, and bookkeepers)

Adding/Editing/Searching for Vendors
Using Vendor Care process to deal with suppliers effectively
Creating Excise Tax Reports for Regulated Products (i.e. cigarettes, cigars, vape, etc.)
Accounts Receivable Reporting
Setting up Customer Terms
Accounts Payable Reporting
Creating Purchase Orders with or without deposits
Financial Reports (P&L, Balance Sheet, General Ledger)
MSA and PACT ACT Reporting
Using Vendor RMA’s to manage product returns to suppliers
Setting up employee security within the application