Order to Cash (OTC) Process - Bronze level
Primed Talent Limited
Summary
- Exam(s) / assessment(s) not included in price, and must be purchased separately
- Tutor is available to students
Overview
Our O2C course is designed to help you understand how Order to Cash (O2C) is processed and how customer accounts and data are created and maintained. This course gives you an insight right from the time you create a customer till the products/services are delivered and paid for.
This is a scenario-based online course packed with whiteboard videos, interactive quizzes, programs, methods to avoid errors and alternative process to upskill your knowledge in the O2C process.
Course media
Description
The Order to Cash (O2C) course strengthens your foundation in just 7 exciting levels.
1. Understanding the Customer
Understand the fundamentals of your client’s business – overall strategy, business drivers, challenges, risks, key customers, competitors, suppliers, a bird’s eye view of their financials, future possibilities.
2. Check your prior Knowledge
The intent in this level is to baseline your current knowledge as this will provide us the basis for the improvement journey.
3. Need for a Structured Learning Program
A look at some of the typical errors made by beginners in this tower – the intent is to get you to reflect about the need for a program like this.
4. Create Billing Documents
There are different ways of creating bills, some bills are done manually and some are auto generated. Gets to understand when to create these kind of bills.
5. Sending Billing Documents
Once the bills are generated, it has to be sent to customers. This is a system generated report where it hits either the inbox or a particular mail ID of the customer.
6. Collect Outstanding Debt
Only 2 areas which are straight forward such as dunning, which is a process of sending reminders for past due debt and also sending monthly statements on overall receivables, transactions etc. These are automated processes.
7. Document Management
Important to understand different types of Industry and customers, why does it become important to maintain customer database (Create, modify & delete). This would also make the learner understand the importance of process, ETVX etc.
Who is this course for?
Our course is designed for beginners who want to learn accounting from scratch and laterals working in the O2C process wanting to know more or revise their fundamental knowledge
Requirements
None
Career path
Process Associate, O2C collections associate/executive, O2C associate analyst
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This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.
