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
