Implementation Procedures                 

In order to insure a successful implementation of TeleTracker Online, it is essential that each of the Primary Implementation Procedures be carefully performed. The Secondary Implementation Procedures will help you configure additional TeleTracker Online functions.  Your initial investment of time and energy during this process will directly and immediately result in the automation of many of your day-to-day tasks, saving you time and money!

Primary Implementation Procedures

(1) Locations:  click on Master Files > Locations

The link above will show how to:

-Identify your company’s Regions, Markets, and Districts.

-Create and modify your Retail Locations.

-Create inventory Bins.

View the Locations Training Movie!

(2) Users:  click on Master Files > Users

The link above will show how to:

-Input User’s general information.

-Modify login options.

-Set location restrictions.

View the Users Training Movie!

(3) Security Levels:  

The link above will show how to:

-Assign a security level to a user.

-Globally configure security privileges for TeleTracker Online users.

(4) Terms:  click on Master Files > Terms

The link above will show how to:

-Create Terms used to define customer and vendor payments.

View the Terms Training Movie!

(5) General Ledger:  click on Master Files > General Ledger

The link above will show how to:

-Create General Ledger accounts used to track the accounting detail of your company’s transactions.

(6) Reasons:  click on Master Files > Reasons

The link above will show how to:

-Create a list of available options for users to select on certain transactions.  These reasons justify why a Customer Return, Invoice Adjustment, Manual Credit Card, or Inventory Adjustment was completed.

(7) Revenue Departments:  click on Master Files > Revenue Departments

The link above will show how to:

-Create Revenue Departments in order to group similar products together and assign them certain properties.

(8) Sales Tax:

The link above will show how to:

-Create Sales Tax Items and Codes.

(9) Salespersons:  click on Master Files > Salespersons

The link above will show how to:

-Create and identify each of your salespeople.

-Specify individual activation and merchandise commission levels.

(10) Vendors:  click on Master Files > Vendors

The link above will show how to:

- Identify each of your Vendors and track vendor history information.

(11) Products:  click on Master Files > Products

The link above will show how to:

-Identify the pricing, commission levels and other product properties of your company’s items and services.

(12) Activation Types:  click on Master Files > Activation Types

The link above will show how to:

-Identify each of different Service Provider Activation Types.

(13) Service Providers:  click on Master Files > Service Providers

The link above will show how to:

-Identify each of your Service Providers and their corresponding plans.

(14) Preferences:  click on View > Preferences

The link above will show how to:

-Set specific preferences for individual retail locations.

(15) Inventory:

The links below will show how to:

-Bring inventory into your Retail Location via Purchase Orders and Inventory Adjustments.

Secondary Implementation Procedures

(16) Disclaimers:  click on Master Files > Disclaimers

The link above will show how to:

-Create statements that appear at the bottom of printed sales invoices.

View the Disclaimers Training Movie!

(17) Lead Sources:  click on Master Files > Lead Sources

The link above will show how to:

-Create Lead Sources used to identify each of your business generating sources.

View the Lead Sources Training Movie!

(18) Customer Status:  click on Master Files > Customer Status

The link above will show how to:

-Create Status Codes used to identify specific Customers.

(19) Coupons:  click on Master Files > Coupons

The link above will show how to:

-Create in-house, service provider, or vendor coupons.

(20) Reports:  click on Reports located on the Main TeleTracker Online Toolbar.

The link above will show how to:

-Run over 100 different reports found within TeleTracker Online.