Training

Please see below for suggested training items based on your supplier type.

Electronic Invoice Supplier – A supplier that will not display an online catalog. Orders will be called, faxed, or emailed from the property, outside of the OpsTechnology application. Invoices will be sent back to the property electronically, using the OpsTechnology software.

Managed Catalog Supplier – A supplier that will display an online catalog (this option will give the supplier the most visibility to the property). Orders are created and sent electronically to your OpsMerchant account. Orders are confirmed online and an electronic invoice is sent back, using the OpsTechnology software.

Process Managed Catalog Electronic Invoice Training Document Training Video
Account provisioning Checkmark-e1335300127375 Checkmark-e1335300127375 Link to document Link to video
Confirming an online order Checkmark-e1335300127375 Link to document Link to video
Creating an invoice from an online order Checkmark-e1335300127375 Link to document Link to video
Creating an electronic invoice Checkmark-e1335300127375 Checkmark-e1335300127375 Link to document Link to video
Creating a catalog Checkmark-e1335300127375 Link to document Link to video
New customer invitations Checkmark-e1335300127375 Link to video
Creating a credit memo Checkmark-e1335300127375 Checkmark-e1335300127375 Link to document Link to video
Invoicing options Checkmark-e1335300127375 Checkmark-e1335300127375 Link to document
Updating account information in OpsMerchant Checkmark-e1335300127375 Checkmark-e1335300127375 Link to document
Quick step guide Checkmark-e1335300127375 Checkmark-e1335300127375 Link to document