Spring Global
How often should you be syncing?
What is EVERY WORK DAY
Where can you find the latest OP Tracker?
What is Teams > Sales BCR Files > General > Files
What email address will automatically will create a ticket for you?
salessupport@moosehead.ca
Who should you email when requesting POS from Armour?
Where should you look first when pulling data?
Power Bi
Where in Spring can you see your customer list?
What is Homepage > Hamburger Menu > Customers
What sheet in the OP tracker can you use to review accruals, account balances, etc?
TRACKER
Where can you find FAQ and documentation on the Help Desk homepage?
"Browse Articles" Button
If you are experiencing issues with Armour, who should you reach out to?
Sales Coordinator & Ken.
True or False: You can access Power BI reporting from your tablet (on Wi-Fi)
TRUE
What are the key differences between Tasks & Notes?
What is
Notes are a plain text field
Tasks allow you to set a priority level, due date
Where can you review in-app and other expenses in the OP Tracker?
Continia/Non-Continia Expenses Sheets
Name two things you can make a sales support ticket for?
Spring Global
OP tracker
Account Adds/Removes for Spring Global and route planner
General Inquiry
Where can you find the POS Request Form?
Which Power BI report allows you to review shipments by Brand, Customer, HLs, Units, etc?
What is Atlantic Shipments
How can you add an account into your customer list?
What is Homepage > Hamburger Menu > Customers > Add
To Alyssa, CC Sales Coordinator
Name 2 important details to include in a Spring Global Issue Ticket
Time/Date when issue started
Screenshots/Videos of issue
What you've done to troubleshoot so far
What the issue is
Where can you find the Atlantic POS Inventory Report?
Power BI > Workspaces > Marketing > Atlantic POS Inventory Report
Which Power BI report will provide you with your expense details?
What is 'Discoverer-Business Central'
If you are having issues, what should you do?
What is SUBMIT A SALES SUPPORT TICKET!!!
If you have any questions about the OP tracker, what should you do?
REACH OUT TO SALES SUPPORT!
Name 3 important things to add to a customer add request
Licensee Num (if avail)
Account Name
Address
Frequency (how many visits per quarter?)
Channel (Ag, Gr, Retail, OP)
How often should you be ordering POS to your locker?
Consolidate to monthly where possible!
Which report will show you gaps in key SKU distribution?
What is the First 10 Distribution Scorecard.