Oracle Trade Management – OTM Online Training

Introduction

OTM Training

IQ Online Training offers OTM Online Training course, covers all basic and fundamental concepts. In general, large companies deal with many customers. Trade activities of these companies and industries executed through complex channels and patterns. It is very difficult to manage their trade promotions, funds, and claims. Such companies can use Oracle Trade Management (OTM) to execute trade activities effectively and improve their returns.

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Oracle Trade Management (OTM) is a process, which helps the industries and companies with B2B, complex relationships to optimize the impact of sales and marketing investments from the manufacturer to wholesaler to retailer finally to the customer. A successful Trade Management consists of, Managing trade funds, Maximizing Trade promotion profitability, Minimizing claim and deduction costs and successfully executing trade promotion activities.

COURSE SUMMARY

Course NameOracle Trade Management Online Training
ContentsOTM Terminology, Configuring OTM & Related Concepts
TimingsFlexible timings
DeliveryInstructor Led-Live Online Training
EligibilityAny Graduate
Ideal ForBeginners and who are interested to learn OTM
Live Online TrainingLive Interactive OTM Training by Certified & Industry Expert Trainers by Providing On-Demand Server and Lab access.
AvailabilityRegular/Weekend Batches. 24×7 teaching assistance and support.

 

Course Objectives

What you’ll learn in OTM Training Course?

  • Introduces you to the Oracle Trade Management (OTM).
  • Covers all fundamental concepts and OTM Terminology.
  • Learn how to add and retrieving OTM data.
  • Clearly explains about orders and Planning Shipments.
  • Learn how to configure OTM to build and tender a Multi-stop Shipment.
  • Focuses on concepts of Configuring OTM.
  • Guide you to build Multi-leg Shipment.
  • Learn how to work with Templates.
  • Importing and Exporting Static data via CSV.

What are the pre-requisites to learn OTM course?

  • Knowledge of Business related concepts like sales, marketing, etc.

Course Curriculum

Download Course Curriculum

Module 1:- Introduction and Basic OTM Concepts

Topics: Overview, Reviewing OTM Terminology, Navigating OTM, Adding and Retrieving OTM data, Setting OTM preferences, Customizing OTM.

Module 2:- Creating Orders and Planning Shipments in OTM

Topics: How to manage orders in OTM, Viewing OTM Statuses, Planning Shipments, Tendering Shipments, Entering Shipment Tracking Events, Visibility for Orders and Shipments.

Module 3:- Configuring OTM to build and tender a multi-stop shipment

Topics: Creating locations, corporations, calendars, and contacts, creating equipment groups and their profiles, creating commodities and items, creating service providers and configuration contact notification, configuring automation agents, creating itineraries, configuring rate distance, rate offerings, rate service, and rate records for truckload and LTL, Creating and releasing bases and bulk planning the order releases.

Module 4:- Building Multi-leg Shipment

Topics: Viewing Staged Data (Items, Service Providers, Equipment Groups, and Truckload Rates), Creation of Rate Offerings and Rate Records for Vessel, Defining Accessorials and special services, Querying for Truckload and Vessel Rates, Creating a Multi-leg Itinerary, Creating Order Releases, Configuration Auto assignment rules, Planning a Multi-leg shipment and viewing order movements.

Appendix:

  • Viewing OTM Log files.
  • Importing and Exporting static data via CSV.
  • Configuring Pre-scheduled Milk runs.
  • Creating Trip Templates.
  • Working with Templates.
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