TRAINING PROGRAM - INVENTORY FUNDAMENTALS

Products

Create, Edit and Duplicate
Mass Download/Upload
Packages
Product Matrix features
Search and Reporting

Purchase Orders

Create manually or via Upload
Automatic and linked orders
Domestic/International Receiving
Purchase Order Error Manager
Stock Replenishment
Search and Reporting
Security

Fulfilment

Back Office vs POS Fulfilment
Managing in-store & online orders
Managing deliveries
Using Run Sheets and Picking Orders
Saved Lists
Search
Security

Stock Take & Adjustments

Review of Stocktake Methods
Authorisation
Performing Stock Adjustments
Reporting
Security
Bonus: Top Reports
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TRAINING PROGRAM: MULTI-STORE MANAGEMENT

Settings

Outlet Configuration
Multiple Outlets with different ABNs
Default Source and Fulfilment options
Configuring User Outlet Access
Separate Product Prices per Outlet

Purchase Orders

Product Replenishment
Multi-Store Excel Uploads
PO Consolidated Delivery with Transfers

Transfers

Create and Receive Transfers
Stock Re-Order via Transfer
Scheduled Replenishment
Transfer Report
Variance Manager
Alerts
Mass Download/Upload
Minimum Replenishment Quantity

POS

Selling from other Outlets
Using different Fulfilment Methods
ETA screen for incoming stock
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TRAINING PROGRAM - ADVANCED TRAINING

Products

Pricing (incl. Scheduled Price Changes)
Cost of Goods Sold
Special Orders
Quick Products
Promotional Campaigns
Minimum Replenishment Quantity
Inventory Movement Report

POS

Editing Products on a sale
Customer View (Purchase History etc)
POS Look Up
Redeeming Points, Vouchers and Coupons
Cash Ups
ETA screen for incoming stock
POS Alerts

Customers

Customer Types
Price Groups
Publishing customers to webstores
Loyalty
Account Customers
Customer Activity Report
Mass Download/Upload
Newsletters
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TRAINING PROGRAM - POS TRAINING

Create a Sale

Quick Sales
Putting a sale on hold (and resuming)
Managing products
Selling stock from other outlets
Backdating a sale
Emailing invoices (and how to create templates)
Order Comments (both customer and private comments)

Create a Layby

Understanding Fulfilment Methods
Create a Layby
Customer Management
Partial payments
Finding sales
Adding additional payments

Using Quotes

Difference between a sale and quote
Create a Quote
Moving a Quote to an Invoice

Refunds and Voiding Sales

How to void a sale
Create a Refund (using the original sale or a blank refund)
Faulty Sales

Lookups

Sales
Customers
Product Search
Purchase Order and Transfers ETA
Vouchers

Cash Handling

Money In/Money Out
Petty Cash
Cash Up
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Training Academy

Interactive Online Training Programs with Retail Experts

Learn key features to streamline your operations and take your business to the next level
View Available Programs

Online - Inventory Fundamentals

> View Available Dates

$145 per attendee
‍
An in-depth review of everything you need to know to successfully gain control of your inventory using Retail Express.

View Course AgendaView Dates & Register

Online - POS Training

> View Available Dates

$95 per attendee

Learn how to use POS from end-to-end and process any kind of transaction confidently, sell from other Outlets, view incoming stock via Purchase Orders & Transfers, and more!

View Course AgendaView Dates & Register

Available to all Australian and New Zealand Retail Express Customers:

Live Webinars | Interactive Training Console

Online Training - What's included?

e-Learning access - all attendees will receive personal login details to track individual progress

Live webinars - Live training with our experienced Retail Experts conducted through Zoom, and includes live Q & A sessions

Training Exercises - access to an online training database for practice exercises and test transactions

Online quizzes - attendees can test their knowledge after each section with a short quiz to help retain information and assess new skills

Certification - all attendees who complete all activities and quizzes will receive a Program Certificate

Need more information? Get in touch.

Call us : +61 7 3077 9696Email Us
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Cut down on the duplicate work and meet your customers wherever they are. Reduce lost sales and double your margins with Retail Express.

“The greatest power from Retail Express is the reporting. It allows us to be fully informed when we are making tough decisions that could have a big impact.”
— Gregg Hagen, Cactus Outdoor • 2 Stores

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