w514 - automate processes with rga and pro-track

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

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Session Objectives

Establish set process Internal processesReturns

Reduce “information float”Improve customer service



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When the Question is:

What is the process for?New employeeAnnual returnsTrade show boothNew customersDocumentation


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When the Response is:

I don’t knowDo you?Ask Mary



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Pro-Track - Is the Answer


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Task 823 – How to Begin

Create the processCreate a form



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Task 823 – Creating a Process


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Task 823 – Process Form


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Task 823 – Process Form



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Task 212 – Starting the Process


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Task 212 – Starting the Process



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Task 212 – Updating the Process


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Task 212 – Updating the Process



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E-Mail – Notification for Next Action


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Task 804 – Attaching a Process



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Task 201 – Start the Process


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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



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Task 823 – RGA Process


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Task 823 – RGA Form



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Task 823 – RGA Form


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Task 201 - RGA Process



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Task 105 – Status of RGA Process


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Task 105 – Status of RGA Process



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Task 316 – Pro-Track and RGA Reports


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Task 316 – RGA Report



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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


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Additional Resources

Customer Web Sitehttp://wdncustomer.activant.com/Product documentationComputer Based TrainingWeb Based TrainingScopus solutions

Activant Disc [email protected]@activant.com



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Summary

How to establish a processProvide current status information about a return


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Suggested Action Plan

Identify those complex and expensive processesDefine the stepsAutomate the steps with RGA or Pro-TrackSave money and eliminate errors



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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

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w514 - automate processes with rga and pro-track

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