Classroom Training classes are held once a quarter, the first Monday and Tuesday of the month, barring any hoildays. Classes run from 9:30 AM until 5:30 PM, stopping for a one hour lunch and two 15-minute breaks. Classes are in a "classroom" format and the material is presented via over-head projector. This format works best for everybody and facilitates a more consistent presentation of the material. Quizzes and hands-on "challenges" are used to reinforce the material covered each day. Coffee, juice and lite breakfast fare are provided.
All Classroom Training classes are held at the Resaleworld Corporate Headquarters:
8034 Sunport Dr.
Suite 404
Orlando, FL 32809
Day 1 Class Topics |
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| Introduction – Resaleworld.com & Attending Stores | |
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a) Hardware presentation b) Resaleworld as One-stop-shopping |
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| 1) Installing Liberty4 Consignment & Setup Wizard walkthrough | |
| 2) Entering Defaults | |
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a) Demo mode b) Entering your Serial Number |
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| 3) Turning off License information | |
| 4) Setup Checklist | |
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a) Required Steps b) Optional but recommended Steps c) Optional Setup d) reCommerce Setup (Wednesday) |
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| 5) Training Mode | |
| Account Maintenance | |
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1) Adding Clients 2) Different types of accounts a) Client vs. Retail vs. Store accounts 3) Maintaining Addresses, Phone Numbers and Email Addresses 4) Adding Notes 5) Additional Information Tab 6) Customizing the Account Detail window 7) Deactivating & Activating Accounts |
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| Break!!! (10 mins.) | |
| Introduce Categories and Attributes | |
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1) 1, 2 or 3 levels of Categories & how to prepare 2) Activating/deactivating Categories 3) Add/edit/delete Categories 4) Attributes a) Display/Inherits from b) What levels to associate your Attributes with c) How to associate your Attributes with Categories d) How to add/remove Attributes e) How to use Attributes in Title f) How to make "Size" print on tags 5) Values (add/delete/edit values) 6) Pricing Guide (assign prices to Categories) |
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| Lunch!!! (on your own; many local eateries) | |
| ~Review of Categories & Attributes~ | |
| Inventory Maintenance | |
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1) Product Lines 2) Tax setup 3) Maintaining Price Codes a) Group Price Code change 4) Entering, editing, copying and deleting Items a) Entering consigned items b) Entering purchased out-right items c) Entering and receiving retail items d) Inventory display screen e) Inventory filter list f) Item Lookup g) Item lists h) Printing Tags 1) Bulk tag printing i) Edit Prices/View Reminders |
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~Review of Inventory, Price Codes, Tax Codes & Product Lines~ 5:00pm That's enough for today! |
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Day 2 Class Topics |
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| ~Brief Overview of Day 1~ | |
| Point of Sale and Posting Sales | |
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1) General overview of POS screen 2) Making Sales 3) Adding items from POS (adding items on-the-fly) 4) Adding accounts from POS (adding accounts on-the-fly 5) Tax Exempt sales 6) Tax Exempt Accounts 7) Assessing other types of Fees a) Gift Certificates b) Fees on Items |
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| Break!!! (10 mins.) | |
| Point of Sale and Post Sales cont’d | |
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8) Suspended Sales 9) Voided Sales 10) Handling Layaways a) Forfeited Layaways 11) PLU’s 12) Set Posting Date 13) Reprint receipt 14) Deliveries 15) What if I don’t use Point of sale? BAD IDEA!!! 16) Post Sales Functions 17) Additional POS features a) Rewards Plans b) Customizable Coupons c) Category Discounts |
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| Lunch!!! (on your own; many local eateries) | |
| ~Review of Point of Sale~ | |
| Payouts | |
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1) Transaction Display 2) Combining Open Transactions 3) Adding/deducting money from an account 4) Reconcile Account feature 5) Holding/releasing Transactions 6) Total Owed vs. Total Payable 7) Individual Payouts 8) Group Payouts 9) Reversing and Voiding payouts 10) Payout display 11) Clearing a check 12) QuickBooks/quicken export 13) Group deductions |
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| Break!!! (10 mins.) | |
| Reports | |
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1) Setting parameters 2) Suppressing information 3) POS Reports a) EOD sales detail b) Cash Drawer total 5) Favorites a) Saving report settings b) Accessing Reports directly from Liberty 6) Batch Reports 7) Exporting Information into Excel, Word or HTML |
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| Miscellaneous | |
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1) Wish List 2) Word Processor a) Merge Fields b) Adding images c) Emailing Clients d) Email settings + best practices 3) QuickBooks Link 4) Purging Data 5) Shortcuts, Tips & Tricks |
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~Review of Reports, End of Day, Word Processor~ 5:00pm That's enough for today! |
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