Template

ILS and SAP Customer Facing Training: Level 1

by Souzana Chevkenova, from the Community

30+

This Level 1 training checklist introduces core SAP concepts for customer-facing teams. It covers business partner management, item master data, stock availability and ETA, creating quotes, converting to sales orders, AR reserve and AR invoices, iPayment credit card handling, and common tasks such as activities, change logs, document history, and attachments.

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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Customer Facing Non-Career Path
Assess core competencies for customer-facing roles with this structured template. Evaluate excellence in customer service, prompt and personalized support, and the ability to influence, negotiate, and present convincing sales examples. Use the scoring prompts to document behaviors, capture real-world examples, and identify coaching opportunities. Ideal for managers and HR teams standardizing training and performance reviews.
by Chris Kapusta, from the Community
Downloads: 0
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Template
New Customer Credit Application Template
Use this Credit Application template to record new customer details and evaluate credit accounts. Capture customer name, contact information, address, phone, and email, along with account preferences such as credit card customer status. Includes document info and preparer details. Ideal for standardizing onboarding and credit checks across teams.
by Justin Snell, from the Community
Downloads: 30+
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Template
Pharmacy Assistant Level 1 - Stage 1 Assessment
This Stage 1 assessment template evaluates Pharmacy Assistant Level 1 capabilities in a retail pharmacy setting. It covers QCPP-aligned emergency response, loss prevention and shoplifting procedures, store returns and employee purchase policies, merchandising and planogram execution, POS and MRM tasks (script sale, labels, stock status, signage), and core stock handling and facing activities. Includes prompts for evidence via photos and signatures.
by Aami Mills, from the Community
Downloads: 20+
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Template
Customer-Facing Employee Evaluation Checklist
This free evaluation checklist helps assess customer-facing employees in non-career path support roles. Sections include customer service, sales and marketing, communication and professionalism, work ethic and drive, flexibility, and an overall advancement decision. Use it to capture examples, score performance, and standardize reviews across teams. Convert it to a digital form to streamline assessments and reporting in SafetyCulture.
by Chris Kapusta, from the Community
Downloads: 20+
Get

Customer Facing Non-Career Path

Assess core competencies for customer-facing roles with this structured template. Evaluate excellence in customer service, prompt and personalized support, and the ability to influence, negotiate, and present convincing sales examples. Use the scoring prompts to document behaviors, capture real-world examples, and identify coaching opportunities. Ideal for managers and HR teams standardizing training and performance reviews.

by Chris Kapusta, from the Community

Get

Template

New Customer Credit Application Template

Use this Credit Application template to record new customer details and evaluate credit accounts. Capture customer name, contact information, address, phone, and email, along with account preferences such as credit card customer status. Includes document info and preparer details. Ideal for standardizing onboarding and credit checks across teams.

by Justin Snell, from the Community

30+

Get

Template

Pharmacy Assistant Level 1 - Stage 1 Assessment

This Stage 1 assessment template evaluates Pharmacy Assistant Level 1 capabilities in a retail pharmacy setting. It covers QCPP-aligned emergency response, loss prevention and shoplifting procedures, store returns and employee purchase policies, merchandising and planogram execution, POS and MRM tasks (script sale, labels, stock status, signage), and core stock handling and facing activities. Includes prompts for evidence via photos and signatures.

by Aami Mills, from the Community

20+

Get

Template

Customer-Facing Employee Evaluation Checklist

This free evaluation checklist helps assess customer-facing employees in non-career path support roles. Sections include customer service, sales and marketing, communication and professionalism, work ethic and drive, flexibility, and an overall advancement decision. Use it to capture examples, score performance, and standardize reviews across teams. Convert it to a digital form to streamline assessments and reporting in SafetyCulture.

by Chris Kapusta, from the Community

20+

Get

ILS and SAP Customer Facing Training: Level 1

About author

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Customer Facing Non-Career Path

New Customer Credit Application Template

Pharmacy Assistant Level 1 - Stage 1 Assessment

Customer-Facing Employee Evaluation Checklist

You might also like

Customer Facing Non-Career Path

New Customer Credit Application Template

Pharmacy Assistant Level 1 - Stage 1 Assessment

Customer-Facing Employee Evaluation Checklist