internal use only jc penney wcso tutorial presented by levolor*kirsch
TRANSCRIPT
INTERNAL USE ONLY
Training Objectives
1.Placing an Order– Product Configuration– Advanced Options– Preparing Customer Info– Review and Place Order
2. Sales Review – Identify
• Top selling associates• Top selling vendors• Top selling product categories• Training opportunities
– Track Vendor day sales– Advanced Searches
INTERNAL USE ONLY
Getting Started
Log in to Computer– Have an associate log on
with their username and password
– The system will log out after a period of non-use
INTERNAL USE ONLY
Placing an Order
Step 4- Choose your Specific Product Enter customer’s desired product specifications and click configure
– Specify fabric type and quantity of shades
Kirsch Cellular Products
Kirsch Cellular Lot Numbers
Quantity of shades desired
Product Lead Time
Configure to continue to next screenKirsch Cellular
Product Description
INTERNAL USE ONLY
Kirsch Product Type
Placing an OrderStep 6- Configure Your Product- Standard options
Enter Width to nearest 1/8”
Enter Shade Height to Nearest 1/8”
Shade Color
Mounting option inside or outside
Desired Control Positions
Headrail type
Warning Section: If additional info is needed, there will be a red x here noting the error
INTERNAL USE ONLY
Placing an OrderStep 6- Configure Your Product- Standard options (cont)
Shade color with color number and picture of swatch
Adjacent room description
Multiple Blinds per headrail option
Enter room that shade will be placed in to ID it from other shades in order
If there are no errors in order, this box will display no errors and you may move to next step
Control Positions
INTERNAL USE ONLY
Placing an Order Step 7- Configure Your Product- Advanced options –If you do not find a particular option on the standard
orders screen, check the advanced options tab to find additional upgrades
Butting a blind configuration
Current Price of Shade (before sale discounts)
Bottomrail handle option
Side by side blind option
This is where you would order a skylight pole
Click on Advanced Options tab for additional options
INTERNAL USE ONLY
Placing an Order
Step 8- Prepare Order• Review order content and ensure the following are correct:
– Style, color, width/length, mount, controls, options, and quantity
Regular Retail Price
Sale Price
Total Order Price
INTERNAL USE ONLY
Placing an Order
Step 9- Prepare Customer Info, Place order
Enter customer shipping information
Choose whether to ship to store or customer address
INTERNAL USE ONLY
Placing an Order
After the order is submitted, the customer receives a print out and there is a 72 hour window in which the customer can change their order. After the 72 hours, the order is final and no further changes can be made.
And Finally…..
INTERNAL USE ONLY
The information in the following section, Sales Review, is
sensitive and should be used for INTERNAL USE ONLY!
INTERNAL USE ONLY
Sales Review
Review sales data in order to:a) Track vendor day salesb) Discover what sales associates are selling
a) Specific product categoriesb) Vendors; LK, Bali, Hunter, Phase 1, Chris Madden, etc.
c) Identify product category training opportunities *This method allows you to search orders within the past two months
Step 1- Click on “Worklists” tab
INTERNAL USE ONLY
Sales Review
Step 2- Click on “Orders” tab then check “Store-wide orders” box
*If you do not check the “Store-wide Orders” Box you will only be able to pull up sales data for the associate who is logged into the computer at that time. Clicking this box will pull up sales data for ALL sales associates.
INTERNAL USE ONLY
Sales Review
Orders in System Screen
Order Ref #
Customer Name
Created By (Associate)
Date Last Modified
Associate who modified order
Order $ Total
Order Status
Each Column may be sorted in descending order by clicking on column title. (explanation of
columns located on next slide)
INTERNAL USE ONLY
Sales Review
Orders in System Screen- Explanation of Columns
Order Ref # - Purchase order number assigned to individual orders for easy reference
Customer Name- Full name of customer who placed order
Created By- Name of Associate who initially placed the order
Last Modified- Date the order was last modified
Modified By- Name of associate who last modified the order
Order Total- Total dollar amount of order
Status- Status of order at that moment; orders will either be accepted, in process, pending, ship complete, or cancelled
*Each column may be sorted by clicking on column heading. This helps you to examine top selling associates, large orders, date orders were placed for vendor day sales tracking, and open orders in system.
INTERNAL USE ONLY
Sales Review
Sales Review- Advanced Search: the following method allows you to search orders within the past 13 months by:
a) Reference # d) Brand Nameb) Purchase order # e) Date Range
c) Customer Last Name
Click on “Advanced Search” link
INTERNAL USE ONLY
Sales Review
Sales Review- Advanced Search. Enter search parameters to find desired order. Search by:
a) Reference # d) Brand Nameb) Purchase order # e) Date Range
c) Customer Last Name