Heritage+ Website Bootcamp
Online Learning Tool
Curriculum
Description
Curriculum
- 15 Sections
- 15 Lessons
- 1 Hour
Expand all sectionsCollapse all sections
- Introduction2
- How to Introduce Heritage+ to Your Customers - Why and How2
- How to Sign Up for a New Customer Account – Apply for Line of Credit/Agility Account2
- How to Register for a Heritage+ Website Account2
- Search for Products and Navigate the Website2
- Change Branch Location & Ship-To2
- Shopping List2
- Use Excel to Create Shopping List2
- Checking Out2
- Customer Dashboard2
- Invoice History, Open Orders and Delivery Tickets2
- Manage User Roles & Permissions2
- Customer Alerts & Notifications2
- Log In As Your Customer2
- Live Inventory & Customer Pricing2
In this course, you will be fitted with the skills needed to maximize your online shopping experience and set customer expectations. Learn how to utilize the site properly and have confidence in presenting this both as a sales support tool and a standalone e-commerce platform. With the Heritage+ online store right at your fingertips, you will have the ability to order anytime, check product availability, locate detailed product information, obtain correct pricing, manage customized shopping lists, upload bulk orders, and more. If you are a landscape or pool professional, follow the instructions below to gain access to all the exciting features this site has to offer. Â
You’ll Learn How To:Â
- Register and manage your Heritage+ accountÂ
- Identify in-stock items at different branches using color coded product availability Â
- Use various channels to search for products easilyÂ
- Streamline orders using multiple site features  Â
- Assign and manage user roles within your organizationÂ
- Build, upload, and save personalized Shopping ListsÂ
- Utilize Shipping Notes to customize orders Â
- Add items to cart for a smooth, successful checkoutÂ
Free