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Training Resources

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WELCOME

TO OUR TEAM!

  We're happy to have you as the newest member of our team! We want to make your transition into your new role as easy as possible so compiled on this page is everything you will need to be successful. Instructions, forms, and video tutorials are all at your fingertips. 

Candy Cotton

TABLE OF CONTENTS

Please select the section you wish to view.

I. Internal

Closing Out Instructions

Credit App

FAQ

Clocking In/Requesting Time

Handbook

Important Info

Item Cheat Sheet

Last Call Summary

Limited Editions Available

Linking Your Online Account

Mix Case List

New Client Form

New Account Requirements

New Employee Intro

Pet Line Order Form

Re-routing Web Accounts

Sales Points and Product Uses

Setting Up Online Accounts

Reconciliation Process

VCA Presentation

VCA Process

Web Orders

Chewy Advance Ship Notice

II. Phone

New Mitel Phone User Guide

III. Sage 100 ERP

Setting Up New Accounts

Placing Order

Reactivating Accounts

IV. Sage CRM

Changing Call Back Date

Creating a Lead

Entering an Order

Finding an Account

Processing Online Orders

Sending Shavings or Samples

 

Phone: 1-866-540-7457 

Fax: 1-866-559-9525

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6401 Carmel Rd. Suite 206

Charlotte, NC 28226

Hours:

Mon-Fri: 8:30am - 5:00pm

Candy Cotton

©2020 by Specialty Pet Products