RFMS Order Entry 101

Order Entry is the foundation of RFMS.  Join us to learn how to take advantage of its many features that are essential for both maximum efficiency and profit. In this beginner-level 1-day virtual classroom, you will learn how to:

  • Create quotes
  • Customer orders
  • Assign inventory
  • Stage materials for installation
  • Much more

Who is this class recommended for?

  • New RFMS Users
  • Owners, office/accounting personnel
  • Purchasing

How does virtual classroom training work?

This classroom allows you to connect to a practice copy of the RFMS Management system using your own desktop or laptop computer at your remote location (at your store or elsewhere).  You will also login to a Microsoft Teams meeting where you will be able to see and hear the instructor and any other students who share their camera. This is where you can communicate and ask questions or chat using the online chat box.

The instructors can also virtually monitor your practice screen and can take control of your screen if you need help.  

What else is included?

Each attendee receives any electronic documentation/presentations available for the class, a complete recording of the class session and access to the virtual practice lab for two weeks following the live training. This is perfect for additional practice in RFMS.

What do I need to get connected?

Click on the PDF link below to view/print detailed instructions which include how to test your connections, hardware requirements and more.

Preparing for your Virtual Workshop - Teams.pdf

At-a-Glance Agenda

At Least 1 Day Before Class

Test connections using practice links provided in confirmation email.
Thoroughly read instructions.


Day of Class

10:00 am CENTRAL
Log into the Lab and Microsoft Teams meeting

10:30 am CENTRAL
Class begins

12:00 pm
Lunch

1:00 pm
Class resumes

2:30 pm
Break

2:45 pm
Class resumes

4:00 pm
Class concludes

After Class

Class Recording Link is emailed to you

Virtual Lab is available for additional practice for two weeks

Registration:

  • Virtual Classroom/Workshop - 1-Day Hands-On Training
    RFMS Order Entry 101
    Monday, October 7, 2024

Who is Attending?


Billing Information

  • Visa
  • Mastercard
  • American Express
  • Discover
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