Everything you need to know before making a commitment to our software

Book your personalized no obligation, no fee Immersion program.

Session 1

       
        Overview & User Control

  • What to expect: outline of Immersion
  • Rapid tour of platform key features
  • Conventions are cool
  • Lists
  • Documents
  • Actions
  • Inheritance
  • Roles
  • Reports and Filters




Session 2

     

       CRM Overview

  • Multi-channel
  • Customer Master
  • Tools for Speed
  • Reporting
  • Trade Acceleration Portal (TAP)
  • Customization
  • Import Customer Data

     

 

 

Session 3

       

     Order Management

  • Order Journeys (Inventory, Dropship)
  • Stock Allocation & Shipping
  • Bulk Actions
  • Back Orders
  • Customization

Session 4

   

     Inventory Management

  • Item Master Anatomy
  • Item Types
  • Stock Instance Tracking
  • Warehouse Management
  • Model your Inventory
  • Stock Accounting