OMS

Welcome to Omnichannel University, May i help you?

CONTENT MANAGEMENT SYSTEM

  • Associate Shipment Methods to Web Store
  • Define Carrier Shipment
  • How to create stores within CMS?
  • How to merge contacts?
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DATA MIGRATION

  • Import Contact
  • Import Category
  • Import Account
  • Setup Data Mapping
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FINANCIALS

  • When GL account postings will be happened for an invoice and for a payment?
  • How to setup Accounting Tags?
  • How to create a GL Transaction Entry?
  • How to import budget data into GL?
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REPORTS

  • Facted Funnel Report
  • Opportunity Report
  • New Lead Report
  • Average Duration Report
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INVENTORY

  • CRM Dashboard
  • Tickets List Dashboard
  • Activities List Dashboard
  • Opportunities List Dashboard
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ORDER MANAGEMENT SYSTEM

  • Generate Sales Order
  • Online Shipping Rates
  • Create Routing Task
  • Load Supplier
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SALES

  • Are you unable to return an order?
  • Dropship Process
  • How to Pack Orders
  • How to Create my Picklist
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USER MANAGEMENT

  • Where to view User Login Activities History Report?
  • User Management
  • Creation of Packages
  • Creation of Roles
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