Cashier Bachelors

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- Required Courses Prior to Starting CAS 400 10 xp
  - Quiz
CAS 400: "Harmony Bear"
- CAS 401: How To Add A Delivery To An Order 10 xp
  - Quiz
- CAS 402: Digital Delivery Schedule 10 xp
  - Quiz
- CAS 402B: VC Physical Delivery Schedule 10 xp
  - Quiz
- CAS 403: Logging Calls 10 xp
  - Quiz
- CAS 404: Requesting and Archiving Accounts 10 xp
  - Quiz
- CAS 405: Accurately entering contractors 10 xp
  - Quiz
- CAS 406: Entering Contractors in Odoo 10 xp
  - Quiz
CAS 500: "Share Bear"
- SO Update, Partial Transfers, Returns
- CAS 501: How to Do an Internal Transfer 10 xp
  - Quiz
- CAS 502: How to do a Partial Transfer 10 xp
  - Quiz
- CAS 503-1: Returns & Refunds from a Sales Order 10 xp
  - Quiz
- CAS 504 How to do a TSYS Refund from Original Payment 10 xp
  - Quiz
- CAS 505 How to Manually Process a Refund in TSYS and put customer payment in Odoo 10 xp
  - Quiz
- Cas 506: Clearance Items 10 xp
  - Quiz
- CAS 507A: Customer Service and Creating Leads 10 xp
  - Quiz
- CAS 508: Scheduling Tasks / Completing Tasks 10 xp
  - Quiz
- CAS 507B: Create a New Customer and Opportunity (Leads) 10 xp
  - Quiz
- CAS 509: Nomenclature and attachments 10 xp
  - Quiz
- CAS 510: Store Deposits 10 xp
  - Quiz
- CAS 511: How to Order Ice Melt 10 xp
  - Quiz
- CAS 512: Quarries and Stone Terminology 10 xp
  - Quiz
CAS 600: "Good Luck Bear"
- Cashiers BOL (Bill of Lading) Policy 10 xp
  - Quiz
- CAS 601: Checking Out BOL (Bill of Lading) Books 10 xp
  - Quiz
- CAS 602: Filling out a Bill Of Lading 10 xp
  - Quiz
- CAS 603: Internal Moves to Store Use 10 xp
  - Quiz
- CAS 604: How to Set up Direct Ship Sales Orders 10 xp
  - Quiz
- SOs: Immediate Transfer 10 xp
  - Quiz
- CAS 605: Forklift Training 10 xp
  - Quiz
- CAS 606: Showroom Price Labeling 10 xp
  - Quiz
- CAS 606A: Yard Sign Price Labeling 10 xp
  - Quiz

CAS 403: Logging Calls

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How to log Calls in Odoo

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System Champion: Benjamin Kerby

Knowledgeable Worker: Benjamin Kerby

1. Where in Odoo do you go to log a call?

Contacts Sales CRM Documents

2. Who should you put as responsible when calling a log?

Your Manager A Salesperson The person responsible Yourself

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Cashier Bachelors

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CAS 403: Logging Calls