Genero Sales Knowledge Base

• Onboarding
• Welcome to Genero
• Logging in
• Planning from the list view
• Features on an appointment
• Create order

• General
• Calendar views *
• Calendar settings *
• Appointment planning
• Planning from the list view
• Planning from the map view
• Appointment templates
• Moving and deleting appointments
• Drivers log
• Adding miles in the drivers log
• Changing the drivers log *
• Creating a day note *
• Route optimization
• Optimizing a route *
• Opening a route in external app *

• General
• Changing appointment date and time
• Appointment note, type, pre-booked and next appointment*
• Appointment template
• The to-do list
• Sorting and grouping the list
• Market questions *
• Order templates *
• Distribution measures *
• Managing own tasks
• The customer card
• Editing customer data
• Managing customer contacts
• Order, appointment and image history on customers
• Managing customer equipment
• Managing customer documents
• Placing orders
• Creating a new order
• Doing a distribution measure
• Doing a distribution measure
• Media in appointments
• Showing a media presentationen
• Appointment images
• Adding images to an appointment

• Placing orders
• Creating a new order
• Order template
• Create order mat

• General
• Sharing Media
• Multicalculate

• The customer list
• Viewing the customer list
• The customer card
• Editing customer information
• Image gallery on customer
• History on customer
• Creating contacts
• Create a new customer

• The products
• The product list
• Viewing product properties
• The multi calculus function

• Image gallery
• The general image gallery
• The image gallery per store

• Equipment
• Viewing equipment on a customer
• Adding an equipment product to a store

• Documents
• Viewing documents present on a customer
• Adding a document to a customer

• Reports
• Milage report
• Order error log
• Verify refunds
• Activity report

• Adjusting the settings
• Changing navigation and calendar settings
• Changing notification settings

• Onboarding
• Welcome to Genero
• Logging in
• Creating a new user
• Menus and Windows
• *Main menu
• *Object menu
• *Function menu
• Recycle bin
• Menus
• Views
• Personal profile

• User manegement
• Creating a new user
• Assigning a license to a user
• Calendar events
• Creating calendar events

• Sales forces
• Creating a new sales force
• Viewing a sales force

• District
• Connect seller to district
• Mirror district

• Managing customers
• Create a new customer
• *Edit a single customer
• Change multiple customers
• Change multiple customers in the map view
• Working with priority and visiting frequency
• Merge customers
• Export customers
• Customer groups
• Create and manage customer groups
• *Use a customer group in a campaign
• Import excel to customer group
• Search and filter customers

• Blocks
• Creating a new block
• Chains
• Creating a new chain

• Wholesalers
• Creating a new wholesaler
• Creating E-mail orderexport

• Orders
• Finding a specific order and viewing it
• Editing a single order
• Taking action on a specific order
• Mass change orders

• Outbox
• Filters and views in the outbox
• Taking action on orders in the outbox
• Order repsonses
• Filters and views in the order responses
• Taking action on orders with order responses

• Viewing and attesting refunds
• Introduction to Refunds
• Viewing an archived refund

• Edit products
• Create a product
• Creating a mix pallet product
• Creating a product group
• Add product number on block

• Price lists
• Creating a new price list
• Taking action on a price list
• Editing an existing pricelist

• Suppliers
• Creating a new supplier

• Equipment
• Administrating Equipment

• Creating sales cycles
• Create a new sales cycle

• Create Campaign
• Create Distribution campaign
• Advanced distribution
• Create ordertemplet
• Campaign budget
• Create marketing questions
• Create follow up question on answer option

• Adding a media presentation
• Adding a media presentation

• Image gallery
• Rotating and exporting images
• Managing image tags
• Managing image gallery

• Send messages
• Send direct messages

• General
• Budget report
• Order report
• Refund report
• Distribution R12 report
• Appointments report
• Market Question report

• General
• Budget
• Order
• Refund
• Distribution R12
• Appointments
• Market Questions

• General
• Order
• Refund
• Distribution R12
• Appointments
• Market Questions

• Supplier report
• Distribution R12
• Order
• Refund
• Market questions
• Supplier KPI report
• Overview
• Product budget
• Question budget

• Appointment planning
• Use filters to target more effectivly

• Best practice - Officer
• Co-drive
• Key Account Management

• General
• Finding missing distribution