Summit 2007: Get Connected
W514 - Automate Processes with RGA and Pro-Track
Nancy ReadSoftware Support
Are you losing track of your company processes and who is responsible for certain tasks? Is time lost chasing paperwork, making corrections, and finding out what needs to happen on certain days? If so, come and find out what Returned Goods and Pro-Track workflows can do for you. Learn how to automate those processes and eliminate the errors.
Pre-requisites: None
Wednesday, 2:30 p.m.
© 2007 Activant Solutions Inc. All Rights Reserved
2
Session Objectives
Establish set process Internal processesReturns
Reduce “information float”Improve customer service
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
3
When the Question is:
What is the process for?New employeeAnnual returnsTrade show boothNew customersDocumentation
© 2007 Activant Solutions Inc. All Rights Reserved
4
When the Response is:
I don’t knowDo you?Ask Mary
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
5
Pro-Track - Is the Answer
© 2007 Activant Solutions Inc. All Rights Reserved
6
Task 823 – How to Begin
Create the processCreate a form
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
7
Task 823 – Creating a Process
© 2007 Activant Solutions Inc. All Rights Reserved
8
Task 823 – Creating a Process
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
9
Task 823 – Creating a Process
© 2007 Activant Solutions Inc. All Rights Reserved
10
Task 823 – Creating a Process
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
11
Task 823 – Process Form
© 2007 Activant Solutions Inc. All Rights Reserved
12
Task 823 – Process Form
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
13
Task 212 – Starting the Process
© 2007 Activant Solutions Inc. All Rights Reserved
14
Task 212 – Starting the Process
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
15
Task 212 – Updating the Process
© 2007 Activant Solutions Inc. All Rights Reserved
16
Task 212 – Updating the Process
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
17
E-Mail – Notification for Next Action
© 2007 Activant Solutions Inc. All Rights Reserved
18
Task 804 – Attaching a Process
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
19
Task 201 – Start the Process
© 2007 Activant Solutions Inc. All Rights Reserved
20
Return Goods Authorization (RGA)
Track status of a returnCreate paperwork for customer to return item to the vendorStart the process without having to enter a Task 201 order first
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
21
Task 823 – RGA Process
© 2007 Activant Solutions Inc. All Rights Reserved
22
Task 823 – RGA Form
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
23
Task 823 – RGA Form
© 2007 Activant Solutions Inc. All Rights Reserved
24
Task 201 - RGA Process
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
25
Task 201 - RGA Process
© 2007 Activant Solutions Inc. All Rights Reserved
26
Task 212 - RGA Process
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
27
Task 201 - RGA Process
© 2007 Activant Solutions Inc. All Rights Reserved
28
Task 201 - RGA Process
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
29
Task 105 – Status of RGA Process
© 2007 Activant Solutions Inc. All Rights Reserved
30
Task 105 – Status of RGA Process
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
31
Task 316 – Pro-Track and RGA Reports
© 2007 Activant Solutions Inc. All Rights Reserved
32
Task 316 – Pro-Track and RGA Reports
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
33
Task 316 – Pro-Track and RGA Reports
© 2007 Activant Solutions Inc. All Rights Reserved
34
Task 316 – RGA Report
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
35
Return on Investment Opportunity
Standard processes eliminate errorsNo more searching for the person who knows how to do the processImproved customer service
Centralized information saves timeStatus is available at all times
© 2007 Activant Solutions Inc. All Rights Reserved
36
Additional Resources
Customer Web Sitehttp://wdncustomer.activant.com/Product documentationComputer Based TrainingWeb Based TrainingScopus solutions
Activant Disc [email protected]@activant.com
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
37
Summary
How to establish a processProvide current status information about a return
© 2007 Activant Solutions Inc. All Rights Reserved
38
Suggested Action Plan
Identify those complex and expensive processesDefine the stepsAutomate the steps with RGA or Pro-TrackSave money and eliminate errors
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
39
Thank You for Attending
W514 - Automate Processes with RGA and Pro-TrackNancy ReadPlease submit the Session Feedback Form
To receive NASBA credits, please be sure to complete the Session Feedback Form and sign the class roster in the back of the room
Session Feedback Form Summit 2007 – Las Vegas, NV
Please take a moment to evaluate this session and offer feedback. Activant uses your input to understand your needs and to determine future Summit sessions.
Session Name: Session Number:
Presenter’s Name:
How important is this topic to your job/company? 1 2 3 4 5
Not Important Important
Please rate the educational value you received from this session. 1 2 3 4 5
Low Value High Value
1. What software are you currently using?
2. How long have you personally used this software?
3. Describe the effectiveness of your instructor.
4. What is your overall evaluation of this session?
5. What could have been done to improve this session?
6. What sessions would you like to see presented at future conferences?
7. What issues will be critical to your business in the next 12-24 months?
Check here if you would like CPE credits. To receive credits, be sure to sign your name at the bottom of this form and sign the roster in the session room.
Answering the following questions is OPTIONAL (but required for CPE Credits).
Yes No
Did this session meet your expectations, based on the description/objectives in the registration materials?
Were the pre-requisite requirements stated in the course description appropriate?
Did the session materials contribute to achieving the learning objectives?
Did the equipment (screen, microphone, projector, etc.) in the room enhance the instruction?
Was the time allotted for the session appropriate for the topic?
Name:__________________________________________________________________________________________________
Company:_____________________________________________________ E-mail:___________________________________