PDS ASSESSORS -TIPS AND WORKFLOW DOC

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• SALE AND CREDITS WORK FLOW DOCUMENTS OVERVIEW

  INQUIRY TO SALE  When sales staff receive inquiry they may QUOTE the parts to a customer ( quotes are logged on the system )  If we have a sale ,sales staff will do a WORK ORDER ,this is paperwork shows  which part is sold which shipping company we ...

• GUIDE FOR NEW USERS -ASSESSORS

  ASSESSORS 1.Once we know their email address ,send Intro email see attached   2.enter user into system (MAKE SURE TO ADD IN POSTCODE SO INQUIRIES GO TO CORRECT SUPPLIERS) 3.in case of assessors once user added send email ,pds how to video for ...

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  THIS IS SYSTEM USED WHEN TRAINING FOR PDS 10% STEP1 Dont even worry about brokered at this stage , let trainee review the guide and respond to the inquiry as they think it should be done once they think inquiry is finished (they dont mark as complete ...