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Order-to-Cash (O2C) Training

Order-to-Cash (O2C) Training

Course Overview:

Order-to-Cash (O2C) Training

Designing a course for Order-to-Cash (O2C) Associate Specialists requires a comprehensive approach that covers the key aspects of the O2C process. The course objectives are to understand the end-to-end Order-to-Cash process, identify key components and stakeholders involved, execute and manage O2C tasks efficiently, and identify and resolve common issues and challenges in O2C.

Course Content Outline:

 

Module

Topic

Sub-Topic

Estimated Hours

1

Introduction to Order-to-Cash Process

Introduction to Order-to-Cash (O2C)

3

Definition and importance of O2C

Overview of O2C lifecycle

2

Key Stakeholders in O2C

Customers, sales, finance, and logistics teams

3

Role and responsibilities of each stakeholder

3

Order Management

Order Entry and Processing

3

Order capture

Order validation and verification

Order processing and fulfillment

4

Pricing and Discounts

Pricing strategies

3

Discount structures

Promotions and rebates

5

Billing and Invoicing

Billing Process

4

Invoice creation

Invoice validation

Invoice dispatch

6

Payment Terms and Methods

Payment terms negotiation

3

Payment methods

Cash application

7

Cash Application and Collections

Cash Application

4

Payment reconciliation

Unapplied and unidentified payments

Resolving payment discrepancies

8

Collections Management

Collection strategies

3

Dunning process

Handling disputes and deductions

9

Reporting and Continuous Improvement

O2C Metrics and KPIs

3

Key performance indicators (KPIs)

O2C process metrics

Reporting and analysis

10

Continuous Improvement in O2C

Process optimization

4

Automation and technology in O2C

Best practices and case studies

11

Basics of MS Excel Operations

Introduction to MS Excel

5

Navigation Formula & Functions

Formatting

Cell Referencing, Sorting & Filtering

Autofill and Autocomplete

Pivot chart and table

Sumif( ), Countif( ), Subtotal( ), Group( ) and Ungroup( )

12

Soft Skills & Grammar

Grammar concepts: Rules and Usage

2

• Soft Skills

 

Additional Components:

  • Practical Exercises: Hands-on exercises and case studies to reinforce learning.
  • Assessments: Quizzes and tests to evaluate participants’ understanding and knowledge retention.
  • Discussion Forums: Opportunities for participants to discuss challenges, share experiences, and learn from each other.
  • Course Materials: Comprehensive course materials, including presentations, handouts, and reference guides.

This course is specifically designed for candidates with locomotor disabilities who graduated in 2022, 2023, or 2024. It provides a structured approach to understanding the Order-to-Cash process, ensuring that participants gain the necessary knowledge and skills to excel as Order-to-Cash Associate Specialists.

Key Benefits:

  • Upskill in critical business processes.
  • Job opportunities within the corporation upon successful completion.

Eligibility:

Graduates with B.Com, M.Com, or BBA degrees.

Course Calendar

Contact details :

Mobile No : +919493365748 / +917337877164 /9606033919
Email id : trainings@giftabled.org

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