Get training by our pixi Support experts remotely or via telephone.

pixi offers high functionality, which can support you in your daily business. By offering remote training, we want to provide an alternative to documentation and video tutorials, in order to broaden the pixi know-how in your company. We do all remote training based on your data and individual needs.

How to book your personal Training

1. Tell us the topic you need training for or choose a training package from the catalogue below.

2. Mention 2 to 3 desired dates for the training.

3. Send this information via e-mail to servicedesk@descartes.com.

4. pixi Support will answer with a confirmation of appointment or possible alternative dates.

5. Training will last 1 to 2 hours depending on the chosen topic/package. We will also send you information about how long the training will last ind the confirmation.

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Which are the Target Groups for remote Training?

• New or seasonal employees

• All employees to get to know new features or processes or right after an update

pixi Training Catalogue

This area consists of all remote training, that is currently available by pixi Support.

Training Package 1
Independent Invoice Template Design based on your Requirements

pixi Application

• pixi Admin Client

Requirements/Target Group

• Basic accounting and technical knowledge

• Knowledge regarding currently used documents

Duration

• Approx. 1 hour

Content

• Basic introduction into pixi Admin Client application

• User interface and design overview

• Add and edit fields and variables

• Modify text, data and layout display based on specific conditions

• Create and edit dynamic calculations

Benefits

• Design templates and forms by yourself

• Fully realize and exhaust all design possibilities of your documents

• Independently design your invoice, return, credit and reminder templates

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Training Package 2
Automation and Optimization of your End-Customer Communication using pixi Auto E-mails

pixi Application

• pixi Control Center – Automatic E-mails

Requirements/Target Group

• pixi administrators

• Employees that are responsible for customer service

• Reliable handling of writing texts

Duration

• 1 to 2 hours

Content

• Basic introduction of the user interface

• Best practice tips regarding basic configuration and settings

  • How do I edit/activate/delete e-mails and templates?

  • Sending options

  • E-mail status

• explanation of all e-mail types and templates

  • Which e-mail types are available and under which conditions do they get sent?

  • E-mail type set-up options

  • Explanation of the test mode

  • Troubleshooting and error analysis for not sent e-mails

Benefits

• Automation and optimization of your end-customer communication

• Transparency increase for the end-customer while processing orders

• Individually design e-mails to meet your requirements

• Optimize the order processing by stating payment terms early on (e.g. send reminder e-mails for prepayment orders)

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Training Package 3
Book faster and properly - using pixi Payments

pixi Application

• pixi Payments

Requirements/Target Group

• Employees that are responsible for payment processing

Duration

• 1 to 2 hours

Content

• Introduction of the user interface

• Mutual inspection of the basic configuration

• Payment import possibilities

• Matching methods for orders and invoices - differentiation and functionality

  • Pre-matching

  • Automatic matching

  • Manual matching

• Explanation of filter possibilities

Benefits

• Safe time through automation

• Book faster and properly

• Process orders faster and reduce error rate

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Training Package 4
Reduce Storage Costs by Optimizing Supplier Order Management

pixi Application

• Buying in pixi Web

Requirements/Target Group

• Employees that are are responsible for procurement

Duration

• 1 to 2 hours

Content

• Explanation of the user interface

• Current state analysis

• Manage items and suppliers for order management, which is optimized to requirements

• Differentiating factors and parameters of all 3 different order methods

• Manage order suggestion profiles

Benefits

• Reduce storage costs

• Optimized disposition with pixi

• Optimized requirement analysis

• Reduce manual work steps

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Training Package 5
Optimized and individual Printing Rule Management for Customer Documents

Individualized and process-optimized Document Management

pixi Application

• pixi Invoices

Requirements/Target Group

• Knowledge regarding documents used in the company

• Local administrator rights for printer management

• Printing Rules functionality for pixi Invoices has been booked

Duration

• Approx. 1 hour

Content

• Basic introduction of the user interface

• Overview of all possible parameters

• Creation and prioritization of new printing rules

• Editing and removal of printing rules

• Test printing rules together

Benefits

• Optimized and individual template printing based on shop, shipping country, payment type, location and/or shipping vendor

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Training Package 6
Increase Order Picking Efficiency

pixi Application

• pixi Shipping – Picklist Profile

Requirements/Target Group

• Employees that are responsible for creating picklist profiles, warehouse (area) manager

Duration

• Approx. 1 hour

Content

• Basics of pixi picklists

• Picklist parameter explanation

• Samples of how to use picklist parameters

• The basic configuration of picklists

• Manage picklist profiles

• Picklist examples and best practice tips for the daily business

Benefits

• Save time due to optimized picking routes

• Increase order picking efficiency

• Process orders faster and reduce the error rate

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