Kitchen Manager "WEBINARS"
1. Pick on any number below to see the Webinar Description.
2. Register for as many as you like! Feel free to attend again and again if you need to refresh or you just didn't get it all the first time!
3. Unless indicated, they are all at 1PM MT and last approximately one hour.
Webinars dealing with the Prospect Phase (Selling of Jobs)
Core Webinars: #1, #2, #3, and #4. These should be taken in sequence and are required before taking any others.
Optional Webinars: #5, #6, #7, #8, and #9 These are optional and can be taken at any time after completing the Core Webinars.
Webinars dealing with the Project Phase (after the Job has Sold)
Optional Webinars: #9, #10, #11, #12 These are optional and can be taken at any time after completing the Core Webinars.
Advanced Webinars that require more Technical Knowledge
Optional Webinars: #13 and #14 These are optional and can be taken at any time after completing the Core Webinars. They are not scheduled for any specific date or time. When you register for one of these, you will be contacted to set up a date and time.
WEBINAR SCHEDULE
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MONDAY |
TUESDAY |
WEDNESDAY |
THURSDAY |
FRIDAY |
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November 3
11:00AM MT |
November 4
11:00AM MT |
November 5
11:00AM MT |
November 6
11:00AM MT |
November 7
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November 10
11:00AM MT |
November 11
11:00AM MT |
November 12
11:00AM MT |
November 13
11:00AM MT |
November 14
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November 17
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November 18
11:00AM MT |
November 19
11:00AM MT |
November 20
11:00AM MT |
November 21
11:00AMT |
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November 24
11:00AM MT |
November 25
11:00AM MT |
November 26 11:00AM MT |
November 27
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November 28 11:00AM MT |
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December 1
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December 2
11:00AM MT |
December 3
11:00AM MT |
December 4
11:00AM MT |
December 5 11:00AM MT |
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December 8
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December 9
11:00AM MT |
December 10 11:00AM MT |
December 11
11:00AM MT |
December 12
11:00AMT |
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December 15 11:00AM MT |
December 16
11:00AM MT |
December 17 11:00AM MT |
December 18
11:00AM MT |
December 19 11:00AM MT |
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December 22
11:00AM MT |
December 23
11:00AM MT |
December 24
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December 25
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December 26
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December 29
11:00AM MT |
December 30
11:00AM MT |
December 31
11:00AM MT |
January 1
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January 2
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#1 Initial Set Up for Kitchen Manager
This session will concentrate on just the setup items that are needed to be able to log into Kitchen Manager and begin seeing the different areas/functions within Kitchen Manager.
Prerequisite: None
Audience: Kitchen Manager Administrator. The Person(s) responsible for setting up Kitchen Manager default values and user access.
This session includes: Dealer Information Password, the following Dealer Information Section screens: Employee Information and Security, Dealer Security, Linking to outside programs, Default Reports and Dealer Logo, Vendor Setup (Trade Information), Supplier Information, Marketing Information, and Other Contacts.
#2 Basic Client Contact Management/Prospect Entry
This session covers the primary fields used to identify and track client and job information through the sales cycle. Emphasis is on features and functions that facilitate job related communications across the organization. Several reporting capabilities will also be explored.
Prerequisite: None
Audience: Person(s) responsible for entering and managing Prospects in Kitchen Manager.
This session includes: Accessing Job Information screens, Security and Maintenance vs. Lookup capabilities, Job data and usage, History Screens and Usage, Sample Inventory checkout/check in, Attaching documents and Pictures, designate a Job Number, create a New Prospective Job from scratch and copying from a previous job, and the Qualifying Questionnaire.
#3 Bid/Quote/Proposal/Contract/Creation - High Level Method
This session will start looking at how to build what will ultimately become the contract to be presented to and signed by a Client.
Prerequisite: Basic Client Contact Management/Prospect Entry
Audience: Person(s) responsible for specifying Product and Labor for proposals/contracts and determine sales pricing.
This session includes: examining the simplest method for specifying Product being sold in this contract; how to capture the estimated dealer cost for the product; and how Kitchen Manager can calculate the Sell Price based upon desired Gross Margins, setting up default Gross Margins, and setting up Product Category specification templates. Also included: Setting up/using default/standard legal language, When and how to create and use multiple Proposals.
#4 Bid/Quote/Contract/Proposal Creation - "Spreadsheet" Entry Method
This
session will explore the more advanced features for creating what will
ultimately become the contract to be presented to and signed by a Client.
We will explore the concept of Areas as they are use in Kitchen Manager. We
will also see how Kitchen Manager can calculate the total Dealer Product
Costs for Product Categories.
Prerequisite: Bid/Quote/Contract/Proposal Creation – High Level Method
Audience: Person(s) responsible for building Bids/Quotes/Contracts/Proposals in Kitchen Manager.
This session includes: Learning about the Catalog Header catalog and how it relates to the Cabinet Area Header; how to enter dealer costs for product, specifying Installation Labor and costs, Requesting and Using Supplier quotes for Product; Requesting and Using Trade quotes for Labor.
#5 Bid/Quote/Contract/Proposal Creation - "Item Catalog" Entry Method
This session will look at setting up and using Product Catalogs in Kitchen Manager to create what will ultimately become the contract to be presented to and signed by a Client. We will see how the Catalog Method augments the “Spreadsheet” method.
Prerequisite: Bid/Quote/Contract/Proposal Creation – “Spreadsheet” Entry Method
Audience: Person(s) responsible for building Bids/Quotes/Contracts/Proposals in Kitchen Manager.
This session includes: where and how to set up Product Catalogs; how they show up on the Proposal screens; how to select product from a catalog. We will discuss how to select what items should be included in catalogs and why.
# 6 Retainers/Design Agreements (½ hour session)
This session looks at how to create and price Retainer Agreements and Design Agreements. This includes how dollar amounts are defaulted or specified along with legal language. Often, these fees are credited towards the purchase price of a job if the client signs a contract.
Prerequisite: Bid/Quote/Proposal/Contract/Creation - High Level Method
Audience: The Kitchen Manager administrator and those responsible for creating retainer/design agreements. This typically includes: Designer, Design Assistant, and Showroom Manager.
This session includes: Creating Retainer and Design Agreements, setting up applicable fees and calculation methods, and setup/use of legal language.
# 7 Advanced Communication Capabilities of Kitchen Manager
Kitchen Manager is designed to be the central communication vehicle for all Job related data and information. This session looks how this is easily accomplished using various facilities in Kitchen Manager.
Prerequisite: Basic Customer Contact Management/Prospect Entry
Audience: Anybody who will be using Kitchen Manager as a regular part of their job such as: Designers, Showroom Manager, Project Manager, etc...
This session includes: Cloning History records into Job Tasks, Integration with Microsoft Outlook (with some discussion about shared contacts and calendars), and The Bulletin board.# 8 Completing the Prospect Phase (½ hour session)
The Prospect Phase concludes with sold job typically including a signed contract(s) or when the perspective client decides to not pursue the job with showroom/design studio. This session examines the processes for Advancing a sold job to the Project Phase and how Lost Prospects are handled.
Prerequisite: Bid/Quote/Proposal/Contract/Creation - High Level Method
Audience: Those responsible for maintaining job information, typically Designer, Design Assistant, and Showroom Manager.
This session includes: Selecting Proposal(s) that the Client signs; Assigning Job Numbers, how to Advance a Prospect to a Project after the Client Signs the Contract, how to indicate that a Prospect has been lost.
# 9 Accounting - Job Payments (Invoices) and Invoices (Bills)
This session will look at creating Job Payments (Invoices to the Customer) and Invoices (Bills from Your Suppliers and Trades).
Prerequisite: Bid/Quote/Contract/Proposal Creation - High Level Method
Audience: Person(s) responsible for billing the Customer, posting Customer payments, and receiving and posting Invoices (bills) to the jobs for use in Job Costing Reports.#10 Purchase Orders/Work Orders
This session looks at the procurement process. Covered topics include the Expediter Portal screens, how to create purchase orders and work orders (manually and automatically), re-assigning PO line-items to a different purchase order, printing a purchase order, and using the History tab, and using Kitchen Manager generated Purchase Order and Work Order numbers.
Prerequisite: Bid/Quote/Contract/Proposal Creation - "Spreadsheet" Entry Method
Audience: Person(s) responsible for creating Purchase Orders, and Work Orders (the Expediter role).
#11 Prospect/Project Management through Tasks
This session will look at creating Tasks in Dealer Set Up, managing and assigning job Tasks, and managing personal Task list.
Prerequisite: Basic Initial Set Up for Kitchen Manager
Audience: Any person(s) who will be using Kitchen Manager. Sales staff, Project Manager, Showroom Manager, etc.#12 Change Orders (½ hour session)
What happens if the client changes their mind about an aspect of the job after the contract has been signed? How do we handle missed or forgotten items and assign their cost to the job? By creating a change order.
Prerequisite: Bid/Quote/Proposal/Contract/Creation - High Level Method
Audience: Those responsible for creating and approving change orders, typically Designer, Design Assistant, and Showroom Manager.
This session includes: Navigation to the Change Order section of Kitchen Manager, creating change orders using the Change Order Header only, creating Detailed change orders for multiple product categories, and how Purchase Orders and Work Orders are created/associated to the change order.#13 Modifying TKP Delivered Reports
This session will look at modifying existing TKP reports in Kitchen Manager to better fit your company's needs. In this webinar we go into several technical facets of MS Access, the Kitchen Manager back-end database, and minor programming aspects of the MS Access report writer.
Prerequisite: Basic understanding of how data is retrieved from a database and Basic Initial Set Up for Kitchen Manager.
#14 Importing from Excel into Kitchen Manager
This session will look at how to import from Excel into Kitchen Manager. Since Kitchen Manager is written in Microsoft Access, this is a simple and useful function...especially during the initial setup of the database.
Prerequisite: Basic understanding of using Excel formulas and Basic Initial Set UP for Kitchen Manager.
Audience: Person The “Kitchen Manager administrator” and/or other technical resource.
Please complete and submit the following information. You will be contacted, via email, within 24 hours with detailed instructions on how to attend the webinar. (A High speed Internet connection is required.) Class size is limited to five attendees, so sign up early! (However, you can have multiple attendees from your organization all listening to one speaker phone and viewing one computer.) If the class is full, we will notify you and give you other options.