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Manager Training Crash Courses

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Lena Plaut
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Have new managers that need a crash course in CenterEdge Software basic functions? Watch the videos below! This four-part series will cover basic topics to help your management team run your daily operations.

Sessions

Session 1

Learn about the personnel module and POS operations.

 

Personnel Module Personnel Maintenance
  Training - Changing Personnel Information & Pay Rates
  Add a New Employee in Manager Console
  Adjust Employee Credit Limit
  Security Rights Overview
POS Operations Cashier Training Guide
  Training - Capacity Ticket Items and Waivers
  Refunds and Receipt Returns
  Training - Refunds and Receipt Returns
  Selling and Using Gift Cards Online
  How to Set Up and Process Rain Checks
  Sell and Redeem a Gift Card
  Training - Sell and Redeem a Gift Card
  Action Buttons in the Point of Sale
  Advance Reservations
  Open Checks

Session 2

Learn group and daily operations such as cash control, discount maintenance, player cards, customers, and waivers.

 

Booking and Managing Groups Training Guide (video)
  Booking a Group Event
  Introduction - Groups (Reserve and Book Areas and Events for Groups of People)
  Guest Check-in and Waiver Attachment
  Using Movies Module in Groups
  Editing and Finalizing Events
  Managing Event Deadlines with Milestones
Cash Control Cash Control Procedures
  Training - Cash In and Out Tills
  Cash-In and Out and Till Procedures 
  Action Buttons in the Point of Sale
  Accounts Receivable
Discount Management Discount Maintenance
General Player Card Introduction to Player Cards
Customers and Legacy Waivers Advantage Kiosk Waiver Feature Comparison

Session 3

Learn inventory control and item maintenance.

 

Inventory Control Unit Types and Units of Measure
  Auditing Inventory
  Stock Rooms
  Creating a Purchase Order
  Transfer Inventory from Within the POS
  Receiving, Transferring and Reducing Inventory
  Create an Inventory Vendor
Categories & Sub-Categories Managing Tax Codes and Rates
  Remove Custom Tax Rates
  Category and Sub-Category FAQs
  Categories and Sub-Categories
  Create Categories and Sub-Categories
Item Maintenance Types of Items in Item Maintenance
  Create a Retail Inventory Item
  Creating a Recipe Item
  Create a Ticket or Barcode Ticket Item
  Deferred Revenue Introduction and Examples
  Create a Package Item
  Passes
  External Gift Cards
  Introduction to Player Cards
  Configure Day Pricing
  Day Pricing and Holiday Pricing
  Modifiers

Session 4

Learn areas, events, basic accounts receivable, notifications, reports, rewards, and other general settings.

 

Areas Areas Overview
  Special Functions
  Creating a New Schedule for Capacity Areas
  Adding a New Area to a POS Screen
  Mark a Holiday or Black Out Date on the Calendar
Calendar Views Groups Calendars
Event Types Create an Event Type
  Set up Inventory Item Options to Add to Booked Events
  Headcount vs Visit
  Email Templates
  Set up Inventory Item Options to Add to Events
Basic Accounts Receivable A/R in Groups
  Accounts Receivable
Donation Setup and Management Donations
Notifications Notifications Overview
  Send Text Notifications
Reports Ad-Hoc Reports
  Pro Tips - Get Key Reports Sent Automatically
Rewards Program Reward Programs
  Building a Winning Guest Loyalty and Rewards Program
  Edit Reward Points
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