Webinars

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CRM & RFQ's (CRM)

CRM & RFQ's (CRM)

June 3, 2020
1:00 PM Eastern Daylight Savings Time (EDT)
Part 1 of 3

Having solid relationships with your customers is important for you to build a stable business.  This session will focus on how to setup the CRM system so you can leverage data that already exists in your Odyssey system.  We will also learn how to set up the Request for Quote

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Metal & Energy Surcharges (Shipping & Surcharges)

Metal & Energy Surcharges (Shipping & Surcharges)

June 4, 2020
1:00 PM Eastern Daylight Savings Time (EDT)
Part 1 of 4

Energy, metal, monthly accruals and pre-calc surcharges. What are they and how do they work in Odyssey? Do you add metal surcharges? Is it for each invoice, is it monthly? Do you do a pre-calculation of these surcharges? We will explore the metal surcharge options as well as the energy surcharge function in Odyssey.

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Quoting (CRM)

Quoting (CRM)

June 10, 2020
1:00 PM Eastern Daylight Savings Time (EDT)
Part 2 of 3

This session will focus on building quotes for products, cores and tooling.  We will demonstrate how quotes are developed from beginning to end as well as how to link back to the RFQ.

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Tracking Outside Processing (Shipping & Surcharges)

Tracking Outside Processing (Shipping & Surcharges)

June 11, 2020
1:00 PM Eastern Daylight Savings Time (EDT)
Part 2 of 4

Do you send parts out to suppliers for other operations on the parts? Keep track of those shipments and inventory using the outside inventory area of Odyssey.

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Quick Quote (CRM)

Quick Quote (CRM)

June 17, 2020
1:00 PM Eastern Daylight Savings Time (EDT)
Part 3 of 3

An average B&L customer wins less than 10 percent of all the work that they quote.  This session will demonstrate how to simply the quote process and minimize the amount of time spent in the quotation process.

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Ship Ship Ship (Shipping & Surcharges)

Ship Ship Ship (Shipping & Surcharges)

June 18, 2020
1:00 PM Eastern Daylight Savings Time (EDT)
Part 3 of 4

Getting parts off your dock and to the customer. We will be covering the different ways to create a packing slip. Any way the shipment is created they all end up in the Shipping screen for printing and posting.

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Scheduling Basics

Scheduling Basics

June 24, 2020
1:00 PM Eastern Daylight Savings Time (EDT)
Part 1 of 1

Shop Orders, Load vs. Capacity, Product Demand Analysis and Make to Stock shop orders. We're going to cover all the basics of scheduling.

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Customer - History Invoicing  (Shipping & Surcharges)

Customer - History Invoicing (Shipping & Surcharges)

June 25, 2020
1:00 PM Eastern Daylight Savings Time (EDT)
Part 4 of 4

Now that we have shipped parts, they need to be invoiced. We will go over the processing and then look at history.

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