TrueERP wiki - User contributions [en]

TrueERP

2014-08-14T09:45:02Z

Simon Clive: Reverted edits by Simon Clive (talk) to last revision by Cyle van Niekerk

Ways Lists in ERP can be Manipulated: Filtering Lists Searching f5 f6 f7 Customising Lists Report Printing Options Export Data.

TrueERP

2014-08-14T09:44:17Z

Simon Clive: Ways Lists in ERP can be Manipulated:

Ways Lists in ERP can be Manipulated: Filtering Lists Searching f5 f6 f7 Customising Lists Report Printing Options. Export Data.

2 Employee

2014-07-25T18:06:35Z

Simon Clive: /* Overview */

<menu name="myMenu" align="center">
Answers=
[[1 Create New Enployee]]
[[2 Payroll Options View]]
[[3 Date Selection]]
[[4 Display Reset]]
[[5 Logon Access]]
[[6 Access Levels]]
[[7 Access Levels After Update]]
[[8 Photo ID]]
[[9 Assign to a Department]]
[[10 Rep v Employee]]
[[11 Creating Representatives]]
[[12 Rep Services]]
[[13 Fixed Rate Services]]
[[14 Employee Services]]
[[15 Personal Preferences]]
[[16 Search Colour]]
[[17 Reminders]]
[[18 Pop Up Reminders]]
[[19 Add to the Roster]]
[[20 Roster to Calendar]]
[[21 Clock On-Clock Off]]
[[22 Date Range and Speed]]
[[23. F5 F6 F7]]

</menu>

== Overview ==

Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to Complete: Please Tick

1. [ ] Create Employee - Can you create a New Employee noting the Payroll Access options?

2. [ ] Payroll Options View - Do you understand how the employee screen changes if you have no Payroll Access ?

3. [ ] Date Selection - Has the Date Picker options been explained?

4. [ ] Display Re-set - Can you re-set your personal display settings back to the default setting.

5. [ ] Logon Access - Do you know how to assign logon access and passwords for an employee?

6. [ ] Access Levels - Do you know how to assign and manage Access Levels?

7. [ ] Access levels - After Update Do you understand why Access Levels are to be reviewed after an update?

8. [ ] Photo ID - Can you print an Employee Barcode and a Photo ID for an Employee?

9. [ ] Assign to a Department - How do you assign an Employee to a department and what benefits does this provide?

10.[ ] Rep v Employee - Do you understand the difference between a Rep and an Employee?

11.[ ] Creating a Representative - Can you create a new Rep? 

12.[ ] Rep Services - What is a Rep Service?

13.[ ] Fixed Rate Service - What is the difference between a Fixed Rate Service and an Hourly charge out service?

14.[ ] Employee Services - What is an Employee Service?

15.[ ] Personal Preferences - Can you adjust your own Personal Preferences?

16.[ ] Search Colour - Can you set your own search colour?

17.[ ] Reminders - Does the Reminders prompts make sense?

18.[ ] Add to the Roster - Can you add sick leave to a roster?

19.[ ] Roster to Calendar - Has the interaction between the Calendar and the Roster been explained. In particular, how days marked as unavailable on the Roster are displayed in the Main Calendar?

20.[ ] Clock On/Off - Can you clock in and out? F8

21.[ ] Date Range and Speed - Has the List Date Range options been explained when comparing speed to functionality?

22.[ ] F5, F6 and F7 - Do you know how to use the F5,F6,F7 searching features? Also how to use the search box on the main screen.

Notes: Are there any aspects in this area that more training would be useful? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

16 Utilities

2014-04-28T16:40:28Z

Simon Clive:

<menu name="myMenu" align="center">

</menu>

== Overview ==

Utilities Training

 

 Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Documents Path - What does the Setup Doc's Path do?

2. [ ] Shared Path - Why should you make this a shared folder for the path?

3. [ ] Company Information - Do you understand how this feeds into the Templates?

4. [ ] Fax Spooler - How do you view the Fax Spool List?

5. [ ] Export to Reports - How do you use the 'Export to Report DB'?

6. [ ] Backups - How do you create a Backup?

7. [ ] Restore a Backup - How do you Restore a backup?

8. [ ] Audit Trail - What are the advantages of using the Audit Trail List?

9. [ ] Purge Audit - Why would you clean this out occasionally?

10. [ ] Preferences-  Do you know how to set the Preferences for the company?

16 Utilities

2014-04-28T16:39:41Z

Simon Clive: /* Overview */

<menu name="myMenu" align="center">
Answers=
[[1 Documents Path]]
[[2 Shared Path]]
[[3 Company Information]]
[[4 Fax Spooler]]
[[5 Export to Reports]]
[[6 Backups]]
[[7 Specify Location]]
[[8 Full Access]]
[[9 Restore a Backup]]
[[10 Audit Trail]]
[[11 Purge Audit Trail]]
[[12 Preferences]]

</menu>

== Overview ==

Utilities Training

 

 Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Documents Path - What does the Setup Doc's Path do?

2. [ ] Shared Path - Why should you make this a shared folder for the path?

3. [ ] Company Information - Do you understand how this feeds into the Templates?

4. [ ] Fax Spooler - How do you view the Fax Spool List?

5. [ ] Export to Reports - How do you use the 'Export to Report DB'?

6. [ ] Backups - How do you create a Backup?

7. [ ] Restore a Backup - How do you Restore a backup?

8. [ ] Audit Trail - What are the advantages of using the Audit Trail List?

9. [ ] Purge Audit - Why would you clean this out occasionally?

10. [ ] Preferences-  Do you know how to set the Preferences for the company?

15 General

2014-04-28T16:37:32Z

Simon Clive:

<menu name="myMenu" align="center">
</menu>
== Overview ==

General Training

 

 Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Shipping - Do you know how To create a New Shipping Method?

2. [ ] Departments - Do you understand what a Department is?

3. [ ] Department Reports - Do you know how you can divide your business into different cost centers?

4. [ ] Terms - Can you create New Terms and also create the definition of the term?

5. [ ] EOM Term - Can you discribe how EOM (End Of Month) works?

6. [ ] EOM plus 20 - Can you discribe how EOM (End Of Month) plus 20 works?

7. [ ] Early Payment Discount - Where do you place an Early Payment Discount for Customers?

8. [ ] Auto Discount - How does this effect the invoice?

9. [ ] Discount Product - What is the name of the Product applied to an Invoice if Early Payment is autherised? 

10.[ ] Global List - What does the Global List display?

11.[ ] Tax Code - Do you know how to view the Tax Code List?

12.[ ] GST For Sales - What tax codes are used for sales?

13.[ ] NCG For Purchases - What tax codes are used for purchases?

14.[ ] Chart of Accounts - Have you assigned all tax codes for your chart of accounts?

15.[ ] Customising The Toolbar - How To Customise your Toolbar?

16.[ ] Memorised Transactions - Do you know how a Memorised Transactions works within ERP?

17.[ ] Reminders - Do you know how to set your reminders within ERP?

18.[ ] Templates - Have you viewed a copy of the Report Builder Help file which will assist you in Template design and creation?

15 General

2014-04-28T16:36:43Z

Simon Clive:

<menu name="myMenu" align="center">

</menu>

== Overview ==

General Training

 

 Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Shipping - Do you know how To create a New Shipping Method?

2. [ ] Departments - Do you understand what a Department is?

3. [ ] Department Reports - Do you know how you can divide your business into different cost centers?

4. [ ] Terms - Can you create New Terms and also create the definition of the term?

5. [ ] EOM Term - Can you discribe how EOM (End Of Month) works?

6. [ ] EOM plus 20 - Can you discribe how EOM (End Of Month) plus 20 works?

7. [ ] Early Payment Discount - Where do you place an Early Payment Discount for Customers?

8. [ ] Auto Discount - How does this effect the invoice?

9. [ ] Discount Product - What is the name of the Product applied to an Invoice if Early Payment is autherised? 

10.[ ] Global List - What does the Global List display?

11.[ ] Tax Code - Do you know how to view the Tax Code List?

12.[ ] GST For Sales - What tax codes are used for sales?

13.[ ] NCG For Purchases - What tax codes are used for purchases?

14.[ ] Chart of Accounts - Have you assigned all tax codes for your chart of accounts?

15.[ ] Customising The Toolbar - How To Customise your Toolbar?

16.[ ] Memorised Transactions - Do you know how a Memorised Transactions works within ERP?

17.[ ] Reminders - Do you know how to set your reminders within ERP?

18.[ ] Templates - Have you viewed a copy of the Report Builder Help file which will assist you in Template design and creation?

15 General

2014-04-28T16:36:28Z

Simon Clive: /* Overview */

<menu name="myMenu" align="center">
Answers=
[[1 Shipping]]
[[2 Departments]]
[[3 Department Reports]]
[[4 Terms]]
[[5 EOM Term]]
[[6 EOM Plus 20]]
[[7 Early Payment Discount]]
[[8 Auto Discount]]
[[9 Discount Product]]
[[10 Global List]]
[[11 Tax Code]]
[[12 GST For Sales]]
[[13 NCG For Purchase]]
[[14 Chart of Accounts]]
[[15 Customising the Toolbar]]
[[16 Memorised Transactions]]
[[17 Reminders]]
[[20 Templates]]

</menu>

== Overview ==

General Training

 

 Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Shipping - Do you know how To create a New Shipping Method?

2. [ ] Departments - Do you understand what a Department is?

3. [ ] Department Reports - Do you know how you can divide your business into different cost centers?

4. [ ] Terms - Can you create New Terms and also create the definition of the term?

5. [ ] EOM Term - Can you discribe how EOM (End Of Month) works?

6. [ ] EOM plus 20 - Can you discribe how EOM (End Of Month) plus 20 works?

7. [ ] Early Payment Discount - Where do you place an Early Payment Discount for Customers?

8. [ ] Auto Discount - How does this effect the invoice?

9. [ ] Discount Product - What is the name of the Product applied to an Invoice if Early Payment is autherised? 

10.[ ] Global List - What does the Global List display?

11.[ ] Tax Code - Do you know how to view the Tax Code List?

12.[ ] GST For Sales - What tax codes are used for sales?

13.[ ] NCG For Purchases - What tax codes are used for purchases?

14.[ ] Chart of Accounts - Have you assigned all tax codes for your chart of accounts?

15.[ ] Customising The Toolbar - How To Customise your Toolbar?

16.[ ] Memorised Transactions - Do you know how a Memorised Transactions works within ERP?

17.[ ] Reminders - Do you know how to set your reminders within ERP?

18.[ ] Templates - Have you viewed a copy of the Report Builder Help file which will assist you in Template design and creation?

14 Reports

2014-04-28T16:32:38Z

Simon Clive:

<menu align="center" name="myMenu">

</menu>

== Overview ==

Reports Training

 

Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Report Types - Do you know what the two types of reports are?

2. [ ] Report Selector - Do you know what the Report Selector is and how to access it?

3. [ ] SQL Writer - Do you know what the SQL writer is and how to access it?

4. [ ] Radio Buttons - Do you Understand what the labelled radio buttons on the left hand side of the Report Selector are for?

5. [ ] Date Ranges - Do you understand what the date ranges are for on the main Report Selector?

6. [ ] Default Date Range - Do you understand where to set the default date range?

7. [ ] F5, F6 and F7 - Do you know how to use the F5,F6,F7 searching features? Also how to use the search box on the main screen.

8. [ ] Drillable Reports - Can you drill into the transactions on these types of reports and lists?

9. [ ] Printable Reports - Do you know how to get an average, max, min or sum of a column in a printable report?

10.[ ] Customisation -Can you customise the appearance of drillable/printable reports generated from the lists. Sales Order List, Invoice List, Purchase Orders List, etc?

11.[ ] My Reports - Do you know how to create a report in the "My Reports" area from this customised report?

12.[ ] Learn Report Builder - Can you find the Report builder manual?

13.[ ] Batches - Why do we recommend that you have this function turned on?

14.[ ] Update Batch - Where do run this function from?

15.[ ] Speed v Functionality - Why do you lose speed when you gain functionality?

16.[ ] Charts - Do you know how to create a chart from any report?

17.[ ] SQL Writer - Do you know how to use the SQL writer to create custom templates?

18.[ ] Easy Copy - Where do you copy ready made SQL strings?

19.[ ] New SQL Report - Can you use the SQL wizard to create a report?

20.[ ] View Toolbars - Have you turned on all of the tool bars for the SQL design screen?

18 Manufacturing

2014-04-25T13:34:28Z

Simon Clive:

<menu align="center" name="myMenu">
</menu>

== Overview ==

Manufacturing Training

 

 Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

 

1. [ ] Preferences - Have you set the company preferences for Manufacturing?

2. [ ] Weeks to Display - Have you defined how many weeks in advance that you wish to display the calender?

3. [ ] Product Source - Do you understand how by default the sales order should always be set to "Take From Stock"?

4. [ ] Process Steps - Do you know where to set these up?

5. [ ] Resource - Have you added the process steps to a resource?

6. [ ] Defining Capacity - Can you define the capacity for a resource?

7. [ ] Allocating Processes - Have you defined your process steps?

8. [ ] Total Capacity - Where does your total capacity for the floor display?

9. [ ] Manufactured Product - Where do you start the creation of a Bill Of Materials (BOM)?

10. [ ] Creating A Wagon - Have you worked through the process of creating a wagon in your sample database?

11.[ ] Fixed Sell - What effect is there by defining the sell price for the BOM?

12.[ ] Floating Price - What effect is there by not defining the sell price for the BOM?

13.[ ] Tree Structure - How do you view the tree structure for this Bill Of Materials?

14.[ ] Must Have Process - Which line must always have a Process assigned to it?

15.[ ] Duration - Where do you define the time lines for each product for each process?

16.[ ] Sequence - What effect is there by defining sequences?

17.[ ] Adding Branches - How do you add a branch to the BOM?

18.[ ] Assigning Steps - How do you add a process step to the sub branches?

19.[ ] Input Types - What is the default setting for most input types?

20.[ ] Creating Choices - What input type allows the user to make choices when selling the BOM?

21.[ ] Set The Default - How do you set the default sales choice, if using an "Option" input type?

22.[ ] Reduced Tree - Why is the tree reduced when displayed on the Sales Order?

23.[ ] Sales Options - Why is this done, focusing on manufacturing needs and sales choices?

24.[ ] Loading Costs - Where do the cost values load from in the BOM?

25.[ ] Building For Stock - Which option on the sales order creates an internal order for stock only?

26.[ ] Customer Build - How do you build a product to order?

27.[ ] Stock or Manufacture - How do you create a pop-up to allow a choice of Manufacture or take from stock?

28.[ ] Pricing Based on Choice - How do you have choices within the BOM to determine the price on the Sales Order?

29.[ ] Hide Pop-up - Why do we strongly recommend to hide the manufacture Pop-up screen?

30.[ ] Orders From Stock - Why do we strongly recommend to use the Orders From Stock screen?

31[ ] Choose to Build or Not - Which screen would the factory manager generally work from for managing the stock floor?

32.[ ] Change SO Status - How do you make this choice from a Sales Order?

33.[ ] Simple Completion - How do you do this from the Orders From Stock Screen?

34.[ ] Finalise From Production - How do you do this from the Production Job Status Screen?

35.[ ] Displaying Capacity - Where do I display my shop floor capacity?

36.[ ] Drag and Drop - Can you move process times for jobs using just the mouse?

37.[ ] Auto Schedule - Where can you auto load all the jobs waiting to be scheduled?

38.[ ] Filtering Capacity - Can you reduce the capacity planner to display just a single customer or a single resource?

39.[ ] Stages - Can you flag as started the schedule, for just one job or resource?

40.[ ] Production Worksheet - Can you produce a production worksheet for just one job or resource?

41.[ ] Production Job Status - Can you see the same, but in a easy to view version, in the production Job Status screen?

42.[ ] Ordering Products - Where do you go to see what products you need to keep production on schedule?

43.[ ] Producing Purchase Orders - How do you create purchase orders from the Production Parts Status list?

44.[ ] Finalising an Order - How do you complete a job and convert it to an Invoice or complete an internal order for stock?

6 Purchases

2014-04-23T18:57:46Z

Simon Clive:

== Overview ==

Purchases Training

 

Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

 

1. [ ] New Supplier - Can you enter a New Supplier?

2. [ ] Bank Details - Why do we enter the banking details for a Supplier?

3. [ ] New Contact - Can you enter a Supplier Contact Details?

4. [ ] New and Lists - Do you know that, within a tab in the ERP Main Screen, most of the function icons in the top row are to create new entries and the ones below are to open lists of existing entries?

5. [ ] Bill v Purchase Order - Do you understand the difference between a Bill and a Purchase Order with reference to accounts being entered on Bills, while products are entered through a Purchase Order?

6. [ ] Last Account Used - Can you turn on the preference to auto load the last used account?

7. [ ] Entering a Bill - Can you enter a Bill?

8. [ ] New Purchase Order - Can you enter a Purchase Order?

9. [ ] Email PO - How do you email this PO?

10.[ ] Back Order PO - Can you create a back order ?

11.[ ] Receiving PO - Can you receive the back order?

12.[ ] Entering Invoice Number - Can you enter the suppliers invoice for the back order?

13.[ ] Entire Process - Do you know how to do the entire process in one?

14.[ ] Return Authority - Can you enter a RA (Return Authority)?

15.[ ] Negative PO - Can you create a supplier product and account credit?

16.[ ] Account Credit - Can you create an account credit?

17.[ ] Smart Order - Can you create a Smart Order (Auto Reorder, Invoice, Repairs, etc)?

18.[ ] Staff Requests - How do you create a Staff request for products?

19.[ ] Merging Smart Orders - Do you know how to merge smart orders?

20.[ ] Auto Create PO - Do you know where the purchase orders are saved once created?

21.[ ] Linking Sales to PO's - Can you create a Purchase Order specifically for a customer?

22.[ ] FX Preferences - What do you need to turn on to use this module?

23.[ ] FX Rates List - How do you activate in-active rates?

24.[ ] FX History - Why is history with foreign exchange important?

25.[ ] Landed Costs - How do you view the landed cost of a product?

26.[ ] Creating FX - Purchase Orders Can you enter purchase order in foreign currency?

27.[ ] Entering FX - Values Where are the FX fields on a purchase order?

28.[ ] FX Expense - How would you enter any expenses related to importing goods?

29.[ ] Relate to Purchase Order - Do you know how to link import bills to Purchase Orders ?

30.[ ] Importing Landed Costs - Can you import the costs now associated with the purchase order?

31.[ ] Adjusting Import Costs - Can you adjust the alocation of these costs between the products on the purchase order?

32.[ ] Don't Include Landed Costs - Why is the landed cost separate from the average cost?

33.[ ] Average v Landed -  Do you know where these values are displayed on the product card?

34.[ ] Landed Cost Example - Does the spreadsheet example make sense?

3 Accounts

2014-04-23T14:26:49Z

Simon Clive:

<menu align="center" name="myMenu">
</menu>

== Overview ==

'''Accounts Training'''

 

Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Chart of Accounts Is it clear that your Accounts within the Chart of Accounts can be viewed in a number of ways?

2. [ ] Tree Mode Can you explain how Tree Mode works?

3. [ ] List Mode Can you explain how List Mode works?

4. [ ] New Account Do you know how to setup a new account for your chart of accounts?

5. [ ] Account Types Does the types of accounts in the drop down make sense?

6. [ ] EFT Details Do you know where to set the EFT or electronic banking details for a bank account?

7. [ ] Sub Accounts Do you understand how departments can replace the need for sub accounts in some cases?

8. [ ] Departments Do you know how you can divide your business into different cost centers?

9. [ ] Accounts and Departments Was the relationship between Departments Products and Accounts explained, focusing on how Departments can create different report levels with one Accounts, thus eliminating the need for multiple Accounts of the same type?

10.[ ] Assigning Tax Codes Did the assignment of the Tax Codes make sense and how they affect the BAS/VAT and the auto loading into transactions?

11.[ ] List Customisation Was the List Customisation explained?

12.[ ] F5, F6 and F7 Do you know how to use the F5,F6 and F7 searching features? Also how to use the search box on the main screen.

13.[ ] Altering Columns Can you add columns, remove columns and alter the layout of the list and then save the list as a personal report? Refer Global Features

14.[ ] Filters Do you know how to filter in the list to show only specific details?

15.[ ] Custom Filters Do you know how to create a custom filter?

16.[ ] Foriegn Exchange Lists Do you know how to turn on Foriegn Exchange Values in some reports?

17.[ ] Custom Report Do you know how to create a custom report to display in the My Reports Section?

18.[ ] Exporting Lists Can you export a list or report using the export button and create a spreadsheet with it?

19.[ ] Profit and Loss Can you run a Profit and Loss Report from the main screen?

20.[ ] By Periods (Profit and Loss) Can you run a Profit and Loss Report by periods?

21.[ ] Changing Dates Can you run a Profit and Loss Report from the report selector changing the dates on the report selector?

22.[ ] Selecting Departments Do you know how to select different departments for different reports?

23.[ ] Drill Downs Was it explained how to drill into any of the values in all of the reports?

24.[ ] Printouts Can you preview a printout of the Profit and Loss Report?

25.[ ] Balance Sheet Run a Balance Sheet report from the main screen? Run a Balance Sheet report from the report selector?

26.[ ] Report Selector Has the report selector made sense in relation to choosing dates prior to running the reports?

27.[ ] Date Ranges Has the List Date Range options been explained when comparing speed to functionality?

28.[ ] BAS/VAT Report Has the setup of the BAS report / VAT Report with the Tax Codes been done and approved by the accountant?

29.[ ] BAS/VAT Options Can you run a BAS report / VAT Report?

30.[ ] Creating Journals Can you enter/create a Journal?

31.[ ] Finding Journals Can you search and find an existing Journal?

32.[ ] Charts Do you know how to create a chart from any report?

33.[ ] Shortcut Filters Do you know how to create a filter?

34.[ ] Summary Sheet Can you open the Summary Sheet?

35.[ ] Dashboard Can you open the Dashboard?

9 Sales

2014-04-22T15:50:35Z

Simon Clive: /* Overview */

<menu align="center" name="myMenu">
</menu>

== Overview ==

Sales Training

 Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] New Customer - Can you enter a New Customer?

2. [ ] New From Transaction - Can you create a Customer from a Transaction?

3. [ ] New Contact - Can you enter customer Contact Details?

4. [ ] Customer List - How do you open the Customer List?

5. [ ] Filtering Lists - Do you know how to filter a list or report to show only specific details?

6. [ ] Quick Filters - What are the shortcut keys for a quick filter?

7. [ ] Multiple Filters - Can you create a filter on a filter?

8. [ ] Sorting Columns - How do you sort any column?

9. [ ] Search on Columns - What are the 2 different methods for selecting a column to search on?

10.[ ] Default Search Columns - What is the default search column in any list or report?

11.[ ] Searching with F5, F6 and F7 - Do you know how to use the F5,F6,F7 searching features? Also how to use the search box on the main screen.

12.[ ] Global Lists - What data is in the Global list?

13.[ ] Transactional Search - Can you search the entire company file for a Global Ref No or Contact Name?

14.[ ] Entering a Quote - Can you enter a Quote?

15.[ ] Transaction Customisation - How do you customise the grid of any transaction form, e.g. Quote?

16.[ ] Quote List - Can you open the Quote List?

17.[ ] Reminders - Does the Reminders prompts make sense?

18.[ ] Reminders Settings - Where do you set your own reminders?

19.[ ] Entering a Sales Order - Can you enter a Sales Order?

20.[ ] Double Click Selection - Do you know how to open the product list from the product drop down box?

21.[ ] Product Status - How do you check the status of any product on an order?

22.[ ] Credit Limit Messages - What happens when a customer exceeds their credit limit?

23.[ ] On Hold - What effect does the "On Hold" flag have?

24.[ ] Entering an Invoice - Can you enter an Invoice?

25.[ ] Ship Quantity - Why is the ship quantity in some cases not automatically filled in?

26.[ ] Delivery Dockets - Can you print a Delivery Docket?

27.[ ] Entering an Refund - Can you enter a Customer Refund?

28.[ ] Invoice/Refunds - Do you know where to find the refunds?

29.[ ] Transaction Type - How do you display the transaction types within the list?

30.[ ] Renaming Columns - Can you rename one of the columns on the list?

31.[ ] Creating a Job - Has it been explained how to create a customer job

32.[ ] Job Profitability - Would you use the job profitability function and if so can you create a job profitability report?

33.[ ] Associating Costs - Do you know how to auto load expenses for a job onto an invoice?

34.[ ] Quote to Invoice - Can you convert a Quote to an Invoice?

35.[ ] Costs on Jobs - Can you load customer details into a Purchase Order or Bill?

36.[ ] Loading Costs - Can you load costs into the relevant invoice?

37.[ ] Quote to Sales Order - Can you convert a Quote to a Sales Order?

38.[ ] POS Sales - Can you create a POS sale?

39.[ ] Finding POS Sales - Where can you find POS sales?

40.[ ] Displaying Cash Sales - Do know what a Cash Sales is used for?

41.[ ] Sales Order Back Order - Do you understand what a Back Ordered Sales Order is?

42.[ ] Back Order List - Do you understand how to get to Back Orders from the lists?

43.[ ] Convert Sales Order to Invoice - Do you understand what happens to a Back ordered Sales Order when it is converted to an invoice?

44.[ ] Adding Comments - Has it been explained how to enter a different comments by double clicking on the comments field?

45.[ ] Shipping addresses - Has it been explained how to enter a different shipping address by double clicking on the shipping address field?

46.[ ] Pick From - Can you have the goods picked up from a different location to the "Invoice To" and "Shipping Address"?

47.[ ] Different Template - Can you select a different template for the Invoice?

48.[ ] Customer Types - Do you know how to create a new Customer Type?

49.[ ] Discounts - Do you know how to set a permanent customer discount option?

50.[ ] Product Discounts - Do you know how to set a product customer type discount option?

51.[ ] Auto Load Discounts - What preferences do you need activated for this to work?

52.[ ] Customer Special Price - Can you load a special price for a customer from the quote?

53.[ ] Group Discounts - Do you know where to setup Product Group Discounts in the customer card?

54.[ ] Discounts Video - Have you watched the Discounts Video?

55.[ ] Sales Reports - Can you run a Sales Report?

56.[ ] My Reports - Can you personalise this report and save it as yours?

57.[ ] CRM, Leads and Marketing - Will you be using CRM and Marketing and if so, have you watched the videos etc on this area?

9 Sales

2014-04-22T15:49:54Z

Simon Clive:

1 Basic Features

2014-04-22T15:44:24Z

Simon Clive:

<menu align="center" name="myMenu">
Answers=
</menu>

== Overview ==

Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

 

Trainee to Complete: Please tick

 

1. [ ] Group Functions - Do you know why ERP groups functions/or modules within tabs and how to access them?

2. [ ] Windows Top Menu - Do you know how to access all of the functions from the windows top menu?

3. [ ] Single to Lists - Do you know that, within a tab in the ERP Main Screen, most of the function icons in the top row are to create new entries and the ones below are to open lists of existing entries?

4. [ ] Customise Main Screen - Do you know how to fully customize the ERP Main Screen for your individual needs?

5. [ ] Product List - Do you know how to open both of the Product Lists - Express and Full?

6. [ ] Find a Product - Do you know how to quickly find a Product in the list using the Search Column and Search Text fields?

7. [ ] Columns - Sort Do you know how to sort columns in the list by alpha-numeric ascending or descending order?

8. [ ] Columns - Customise Do you know how to customise your lists to display the columns you wish to view?

9. [ ] Columns - Move Do you know how to move columns around and place them where you want?

10.[ ] Filters - Do you know how to filter in the list to show only specific details, then create a custom filter?

11.[ ] Searching with F5, F6 and F7 - Do you know how to use the F5,F6,F7 searching features? Also how to use the search

box on the main screen.

12.[ ] List Speed - Do you know how and why you would use the Date Ranges in a list or report?

13.[ ] Customise Toolbar - Do you know how to customise the ERP Toolbar from the General Tab?

14.[ ] Employee Preferences - Do you know how to set the personal Preferences for each Employee?

15.[ ] Modules On/Off - Has training been given on how to turn off modules in ERP?

16.[ ] Turn on Payroll - Do you understand what happens to the employee screen, when payroll is turned off?

17.[ ] Access Help Has the Help file been explained and how to access it?

18.[ ] Help Search - Do you understand the search functionality?

19.[ ] Telephone Message - Do you know how to create a Telephone message for an employee and how to enter to do's?

20.[ ] Pop Up Reminders - Do you know where to set when and how your reminders display?

21.[ ] Employee To Do's - Do you know where to set when and how your "To Do's"?

22.[ ] Teamviewer - Has teamviewer quick support been installed on your machine

Accounts

2014-04-14T02:26:41Z

Simon Clive:

<menu align="center" name="myMenu">
More Detail=
[[Account]]
[[Accounting Concepts]]
[[Account Types]]
[[Accounts List]]
[[Accounts Reports]]
[[Balance Sheet]]
[[BAS Report]]
[[BAS Report List]]
[[Cash Flow Forecast]]
[[Cash Flow Statement]]
[[Dashboard]]
[[Journal Entry]]
[[Journal Entry List]]
[[Profit and Loss]]
[[Retained Earnings]]
[[Summary Sheet]]
[[Transaction Journal]]
[[Trial Balance]]
</menu>

== '''Overview''' ==

It is not easy to provide a concise definition of accounting since the world has a broad application within businesses and applications.

The Accounting Association define accounting as follows.

"the process of identifying, measuring and communicating economic information to permit
informed judgements and decisions by users of the information".

This definition is a good place to start. Let's look at the key words in the above definition:

*It suggests that accounting is about providing information to others. Accounting information is economic information - it relates to the financial or economic activities of the business or organisation.
*Accounting information needs to be identified and measured. This is done by way of a "set of accounts", based on a system of accounting known as double-entry bookkeeping. The accounting system identifies and records "accounting transactions".
*The "measurement" of accounting information is not a straight-forward process. it involves making judgements about the value of assets owned by a business or liabilities owed by a business. it is also about accurately measuring how much[[Profit & Loss|Profit or loss]] has been made by a business in a particular period. As we will see, the measurement of accounting information often requires subjective judgement to come to a conclusion.
*The definition identifies the need for accounting information to be communicated. The way in which this communication is achieved may vary. There are several forms of accounting communication (e.g. annual report and [[Account]]s, management accounting reports) each of which serve a slightly different purpose. The communication need is about understanding who needs the accounting information, and what they need to know.

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

[[fr:Accounts/fr|fr:Accounts/fr]] [[hi:Accounts/hi|hi:Accounts/hi]]

.

== Financial Statements ==

Accounting information is communicated using "financial statements".

What is the purpose of financial statements ?

There are two main purposes of financial statements:

#To report on the financial position of an entity (e.g. a business, an organisation).
#To show how the entity has performed (financially) over a particular period of time (an "accounting period").

The most common measurement of "performance" is profit. It is important to understand that financial statements can be historical, or relate to the future.

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

[[fr:Accounts/fr|fr:Accounts/fr]] [[hi:Accounts/hi|hi:Accounts/hi]]

== '''Accountability''' ==

Accounting is about Accountibility

Most organisations are externally accountable in some way for their actions and activities. They will produce reports on their activities that will reflect their objectives and the people to whom they are accountable.

See also [[Accounting Concepts]]

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

== '''Using Accounts''' ==

From Main Screen - Select Accounts Tab

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

[[fr:Accounts/fr|fr:Accounts/fr]] [[hi:Accounts/hi|hi:Accounts/hi]]

Accounts

2014-04-14T02:18:54Z

Simon Clive:

<menu align="center" name="myMenu">
More Detail=
[[Account]]
[[Accounting Concepts]]
[[Account Types]]
[[Accounts List]]
[[Accounts Reports]]
[[Balance Sheet]]
[[BAS Report]]
[[BAS Report List]]
[[Cash Flow Forecast]]
[[Cash Flow Statement]]
[[Dashboard]]
[[Journal Entry]]
[[Journal Entry List]]
[[Profit and Loss]]
[[Retained Earnings]]
[[Summary Sheet]]
[[Transaction Journal]]
[[Trial Balance]]
</menu>

== '''Overview''' ==

It is not easy to provide a concise definition of accounting since the world has a broad application within businesses and applications.

The Accounting Association define accounting as follows.

"the process of identifying, measuring and communicating economic information to permit
informed judgements and decisions by users of the information".

This definition is a good place to start. Let's look at the key words in the above definition:

*It suggests that accounting is about providing information to others. Accounting information is economic information - it relates to the financial or economic activities of the business or organisation.
*Accounting information needs to be identified and measured. This is done by way of a "set of accounts", based on a system of accounting known as double-entry bookkeeping. The accounting system identifies and records "accounting transactions".
*The "measurement" of accounting information is not a straight-forward process. it involves making judgements about the value of assets owned by a business or liabilities owed by a business. it is also about accurately measuring how much[[Profit & Loss|Profit or loss]] has been made by a business in a particular period. As we will see, the measurement of accounting information often requires subjective judgement to come to a conclusion.
*The definition identifies the need for accounting information to be communicated. The way in which this communication is achieved may vary. There are several forms of accounting communication (e.g. annual report and [[Account]]s, management accounting reports) each of which serve a slightly different purpose. The communication need is about understanding who needs the accounting information, and what they need to know.

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

[[fr:Accounts/fr|fr:Accounts/fr]] [[hi:Accounts/hi|hi:Accounts/hi]]

== Financial Statements ==

Accounting information is communicated using "financial statements".

What is the purpose of financial statements ?

There are two main purposes of financial statements:

#To report on the financial position of an entity (e.g. a business, an organisation).
#To show how the entity has performed (financially) over a particular period of time (an "accounting period").

The most common measurement of "performance" is profit. It is important to understand that financial statements can be historical, or relate to the future.

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

[[fr:Accounts/fr|fr:Accounts/fr]] [[hi:Accounts/hi|hi:Accounts/hi]]

== '''Accountability''' ==

Accounting is about Accountibility

Most organisations are externally accountable in some way for their actions and activities. They will produce reports on their activities that will reflect their objectives and the people to whom they are accountable.

See also [[Accounting Concepts]]

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

== '''Using Accounts''' ==

From Main Screen - Select Accounts Tab

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

[[fr:Accounts/fr|fr:Accounts/fr]] [[hi:Accounts/hi|hi:Accounts/hi]]

Accounts

2014-04-14T02:15:22Z

Simon Clive:

<menu align="center" name="myMenu">
More Detail=
[[Account]]
[[Accounting Concepts]]
[[Account Types]]
[[Accounts List]]
[[Accounts Reports]]
[[Balance Sheet]]
[[BAS Report]]
[[BAS Report List]]
[[Cash Flow Forecast]]
[[Cash Flow Statement]]
[[Dashboard]]
[[Journal Entry]]
[[Journal Entry List]]
[[Profit and Loss]]
[[Retained Earnings]]
[[Summary Sheet]]
[[Transaction Journal]]
[[Trial Balance]]
</menu>

== '''Overview''' ==

It is not easy to provide a concise definition of accounting since the world has a broad application within businesses and applications.

The Accounting Association define accounting as follows.

"the process of identifying, measuring and communicating economic information to permit
informed judgements and decisions by users of the information".

This definition is a good place to start. Let's look at the key words in the above definition:

*It suggests that accounting is about providing information to others. Accounting information is economic information - it relates to the financial or economic activities of the business or organisation.
*Accounting information needs to be identified and measured. This is done by way of a "set of accounts", based on a system of accounting known as double-entry bookkeeping. The accounting system identifies and records "accounting transactions".
*The "measurement" of accounting information is not a straight-forward process. it involves making judgements about the value of assets owned by a business or liabilities owed by a business. it is also about accurately measuring how much[[Profit & Loss|Profit or loss]] has been made by a business in a particular period. As we will see, the measurement of accounting information often requires subjective judgement to come to a conclusion.
*The definition identifies the need for accounting information to be communicated. The way in which this communication is achieved may vary. There are several forms of accounting communication (e.g. annual report and [[Account]]s, management accounting reports) each of which serve a slightly different purpose. The communication need is about understanding who needs the accounting information, and what they need to know.

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

[[fr:Accounts/fr|fr:Accounts/fr]] [[hi:Accounts/hi|hi:Accounts/hi]]

== Financial Statements ==

Accounting information is communicated using "financial statements".

What is the purpose of financial statements?

There are two main purposes of financial statements:

#To report on the financial position of an entity (e.g. a business, an organisation).
#To show how the entity has performed (financially) over a particular period of time (an "accounting period").

The most common measurement of "performance" is profit. It is important to understand that financial statements can be historical, or relate to the future.

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

== '''Accountability''' ==

Accounting is about Accountibility

Most organisations are externally accountable in some way for their actions and activities. They will produce reports on their activities that will reflect their objectives and the people to whom they are accountable.

See also [[Accounting Concepts]]

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

== '''Using Accounts''' ==

From Main Screen - Select Accounts Tab

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

[[Fr:Accounts/fr|fr:Accounts/fr]] [[Hi:Accounts/hi|hi:Accounts/hi]]

[[fr:Accounts/fr|fr:Accounts/fr]] [[hi:Accounts/hi|hi:Accounts/hi]]

Training

2014-04-14T01:52:46Z

Simon Clive:

<menu align="center" name="myMenu">
More Detail=
[[Training Group Lists]]
[[Training Modules]]
[[Videos]]
[[0 Installation Steps]]
[[1 Basic Features]]
[[2 Employee]]
[[3 Accounts]]
[[4 Inventory]]
[[5 File Maintenance]]
[[6 Purchases]]
[[7 CRM]]
[[8 Marketing]]
[[9 Sales]]
[[10 POS]]
[[11 Customer Payments]]
[[12 Supplier Payments]]
[[13 Banking]]
[[14 Reports]]
[[15 General]]
[[16 Utilities]]
[[17 Inventory Advanced]]
[[18 Manufacturing]]
[[19 Appointments]]
[[20 Payroll]]
[[21 Fixed Assets]]
[[22 Workshop]]
[[23 Budgets]]
[[24 Delivery]]
[[25 Matrix]]

</menu>

 

'''Training Procedures Guide '''

Starting from 0, select each area (eg. Employee) then print out the area and mark off each topic as you complete it.

 

0. [[Installation|'''Installation Steps 1-12''']] 

1. '''Basic Features'''

2. '''Employee'''

3. '''Accounts'''

4. '''Inventory'''

5. '''File Maintenance'''

6. '''Purchases'''

7. '''CRM'''

8. '''Marketing'''

9. '''Sales'''

10. '''POS'''

11. '''Customer Payments'''

12. '''Supplier Payments'''

13. '''Banking'''

14.'''Reports'''

15. '''General'''

16. '''Utilities'''

17. '''Inventory (Advanced)'''

18.'''Manufacturing'''

19. '''Appointments'''

20. '''Payroll'''

21. '''Fixed Assests'''

22. '''Workshop'''

23. '''Budgets'''

24. '''Delivery'''

25. '''Matrix'''

 

==== ====

Employee

2014-04-14T01:52:31Z

Simon Clive:

<menu name=myMenu align=center>
More Detail=
[[Access Levels]]
[[Clock On]]
[[Custom Reports]]
[[Employee Barcodes]]
[[Employee List]]
[[Employee Reports]]
[[Employee Summary Report]]
[[New Employee]]
[[Personal Preferences]]
[[Rep]]
[[Rep List]]
[[Roster]]
[[Roster List]]
[[Services Rep]]
[[Timesheet]]
[[Timesheet List]]
[[To Do]]
[[To Do List]]
[[Transfer Employee Data]]
</menu>
== Overview ==

Within the '''Employee '''tab you are able to add New Employees, Sales Reps, set Access Levels and assign tasks to staff using

'To Do's'. 

Throughout this section you will be using the Employee tab please note that apart from the main buttons there is also a secondary level of buttons, these include the rep services. The final area within the Employee tab to look at is the main navigational menu at the top of the screen, this drop-down contains all of the areas that appear within the Employee tab 

The following training notes will teach you ''''How To'''', with step by step instructions for each function:

*How to add a [[New Employee|New Employee]] into the system.
*How to enter a '''New Sales Representative'''.
*How to add a task to the ''''To Do'''' listing.
*How to change, view or control the [[Access Levels|Access Levels]].
*How to change your [[Personal Preferences|Personal Preferences]].
*How to create customised reports to both all staff and only to yourself.
*How to create a '''Rep Service'''.

TrueERP

2014-04-14T01:42:38Z

Simon Clive:

Ways Lists in ERP can be Manipulated: Filtering Lists Searching f5 f6 f7 Customising Lists Report Printing Options. Export Data.

17 Inventory Advanced

2014-04-02T02:28:30Z

Simon Clive: /* Overview */

== Overview ==

Inventory Advanced

 

 Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. Do you understand the main pricing structures within ERP?

2. Has it been explained how and why you would set up Client Types?

3. Has the extra sell price structure being explained in the product set-up?

4. Has the date range structure being explained in the product set-up?

5. How do you create prices points based on sell volumes?

6. Has it been explained how to set up the foreign currency value against a Customer?

7. Can you enter extra Buy Prices for your Suppliers?

8. Can you enter Supplier Codes for a Product?

9. Has it been explained how to set the foreign currency value against a supplier?

10. Has it been explained how to import the Extra Sell and Buy Prices?

11. Do you know how to turn on Serial Number Tracking?

12. How do Serial Numbers interact with Purchase and Sales transactions?

13. How do you activate bins to be used?

14. How do Bins interact with Purchase and Sales transactions?

15. How do you activate batches to be used?

16. How do Batches interact with Purchase and Sales transactions?

17. Do you know how to update Bins/Batches on mass through the Inventory Data update button?

18. How do you activate Serial Numbers to be used?

19. Do you know how to create and load Serial Numbers?

20. How do Serial Numbers interact with Purchase and Sales transactions?

21. How do you display Serial Numbers that are currently in ERP?

22. Do you know how to use the manufacturning side of ERP?

23. Have you been shown the Bar Code Picking for the warehouse area?

24. Have you been shown how the Auto Adjust Bins buttons work?

25. Have you watched the video Matrix on how to use Matrix styled Products?

26. How do you view what Stocks in what Locations?

27. Where do you assign extra barcodes for the same Product?

28. Where do you assign Messages for the same Products

29. How do you add documents to a product?

30. Do you know how to create a related Product and how to nest related products?

31. Can you view Customer History and Product Movement?

32. Can you add a picture, to a Product?

33. What can you track with Customised Fields?

17 Inventory Advanced

2014-03-31T19:56:32Z

Simon Clive: /* Overview */

17 Inventory Advanced

2014-03-13T15:31:24Z

Simon Clive: /* Overview */

17 Inventory Advanced

2014-03-13T15:30:51Z

Simon Clive: /* Forbidden */

== Overview ==

Clothing Matrix Training

 

 Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

17 Inventory Advanced

2014-03-12T18:10:11Z

Simon Clive:

= Forbidden =

You don't have permission to access /erpwiki/index.php on this server.

Additionally, a 404 Not Found error was encountered while trying to use an ErrorDocument to handle the request.

17 Inventory Advanced

2014-03-12T18:09:25Z

Simon Clive: Replaced content with "= Forbidden = You don't have permission to access /erpwiki/index.php on this server. Additionally, a 404 Not Found error was encountered while trying to use an ErrorDocumen..."

= Forbidden =

You don't have permission to access /erpwiki/index.php on this server.

Additionally, a 404 Not Found error was encountered while trying to use an ErrorDocument to handle the request.

17 Inventory Advanced

2014-03-12T18:08:53Z

Simon Clive:

== Overview ==

Inventory (Advanced) Training

 

 Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

 

1. [ ] Multiple Sell Prices - Do you understand the main pricing structures within ERP?

2. [ ] Customer Types - Has it been explained how and why you would set-up client types?

3. [ ] Extra Sell - Has the Extra Sell price stucture being explained in the Product setup?

4. [ ] Date Ranged - How and why do you set a date range for Xtra Sell? 

5. [ ] Sell Volumes - How do you create price points based on sell volumes?

6. [ ] Foreign Sell - Has it been explained how to set the foreign currency value against a Customer?

7. [ ] Extra Buy - Can you enter extra Buy Prices for your Suppliers?

8. [ ] Supplier Codes - Can you enter the supplier codes for a product?

9. [ ] Foreign Buy - Has it been explained how to set the foreign currency value against a supplier?

10. [ ] Importing Values - Has it been explained how to import the Extra Sell and Buy prices?

11.[ ] Serial Numbers - Do you know how to turn on Serial Number Tracking?

12.[ ] Allocation Of - How do Serial Numbers interact with purchase and sales transactions?

13.[ ] Allocating Bins - How do you activate bins to be used?

14.[ ] Selling from a Bin - How do Bins interact with purchase and sales transactions?

15.[ ] Creating Batches - How do you activate batches to be used?

16.[ ] Allocating Batches - How do Batches interact with purchase and sales transactions?

17.[ ] Data Updater - Do you know how to update bins/batches on mass through the inventory Data Update Button?

18.[ ] Allocating Serial Numbers - How do you activate Serial Numbers to be used?

19.[ ] Creating Serial Numbers - Do you know how to create and load Serial Numbers?

20.[ ] Selling Serial Numbers - How do Serial Numbers interact with purchase and sales transactions?

21.[ ] F9 - How do you display Serial Numbers that are currently in ERP?

22.[ ] Bill Of Materials - Do you know how to use the manufacturing side of ERP?

23.[ ] Barcode Picking - Have you been shown the Barcode Picking for use in the warehouse area?

24.[ ] Auto Adjust - Have you been shown how the Auto Adjust Bins button works?

25.[ ] Matrix Products - Have you watched the Video on how to use Matrix Styled Products?

26.[ ] Department Quantities - How do you view what stock is in what location?

27.[ ] Multiple Barcodes - Where do you assign extra barcodes for the same product?

28.[ ] Pop Up Messages - Where do you assign messages for the product?

29.[ ] Attachments - How do you add documents to a product?

30.[ ] Related Parts - Do You know how to create a related product and how to nest related products?

31.[ ] Customer History - Can you view Customer HIstory and product Movement?

32.[ ] Pictures - Can you add a picture to the product?

33.[ ] Customisable Fields - What can you track with Customisable Fields?

 Notes: Are there any aspects in this area that more training would be useful?

 _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

8 Marketing

2014-02-18T15:28:47Z

Simon Clive:

== Overview ==

Marketing Training

 

Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

 

1. [ ] CRM, Marketing and Sales - Do you understand how the CRM and Marketing modules link directly to Sales?

2. [ ] Leads Module - Do you understand that a Lead is the key marketing tool for Sales integration?

3. [ ] Marketing Reports - What are the primary Ratio Reports in relation to Marketing?

4. [ ] Marketing Contact - What is the basic concept of a Marketing Contact and where does it link to?

5. [ ] Prospects To Customers - How is a Prospect created and how does a Prospect become a Customer?

6. [ ] Telemarketing - What is the main purpose of the Telemarketing section?

7. [ ] Contact Range Selection - What is the Contact Selection Range used for and what does it link to?

8. [ ] Telemarketing Selection - Where does the Telemarketing data feed from, and where does it feed to?

9. [ ] New Lead - What are the different ways to create a Lead?

10. [ ] Edit Lead Within the Lead screen - How do you load the editable screen?

11. [ ] Actions - What is an example of an "Action"?

12. [ ] Follow Up - How do you set a Follow Up with notes assigned?

13. [ ] Reminder Pop Up - How do you set your Reminders to pop up automatically upon logging into ERP? How do you action the Reminder when it pops up?

14. [ ] Sales Pipeline - What information is available on the Sales Pipeline Report?

15. [ ] Lead Status - How do you assign a Status to a lead? Where do you create your 'Status' list?

16. [ ] Appointment - How do you create an Appointment from a Lead?

17. [ ] Appointment Notes - What happens to any notes added to an Appointment, i.e. where else do they display?

18. [ ] Main Calendar - What are some of the key benefits of the Main Calendar?

19. [ ] Itinerary - Where can you print a Reps Itinerary from?

20. [ ] Email Appointments - How do you email an Appointment Itinerary to a Rep?

21. [ ] Email Information - From where do you create an email to send to a Lead?

22. [ ] Marketing Reports - How do you access the Marketing Action List and what is the benefit of this List?

23. [ ] Quote - How do you create a Quote directly from a Lead?

24. [ ] What It Took - Where would you look to find out "What It Took" to gain a new Customer?

25. [ ] Sales Pipeline - Review the Sales Pipeline Report for up-to-date reporting on any Lead and/or Rep.

26. [ ] Converting Quote - Where would you find the Quote created from the Lead, and how would you convert it to a Sales Order?

27. [ ] Sales Order - What happens to a Sales Order at the point of conversion from a Quote?

28. [ ] Reflected in Lead - What data is recorded against the Lead after the Quote is converted to a Sales Order?

29. [ ] Invoice - How do you create an Invoice directly from a Lead?

30. [ ] Ratios - Where can you access the Sales Ratios Report? What beneficial information does this Report contain?

31. [ ] Just Leads - Do you understand that by utilising just the Lead screen, a Customers inception is fully tracked?

32. [ ] Print Reminders - Where is the "Print Reminders" button located and what is its primary benefit?

33. [ ] Contact To Customer - Can you now see how using the Marketing module efficiently can take you from a Marketing Contact to a Customer with a complete record of what it took to get there?

 Notes: Are there any aspects in this area that more training would be useful? _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________ _______________________________________________________________________________________

7 CRM

2014-02-18T15:26:12Z

Simon Clive:

== Overview ==

Customer Relationship Management Training

 

 Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick 

 

1. [ ] Source Tracking  - Do you know how to create a new Source and assign an Expense Account and Est Cost? 

2. [ ] Source List - Do you know where to view the Source List?

3. [ ] Defining Customers - Where do you assign a Source to a Customer? Do you know where to locate the Preference to force the entry of a 'Source' when creating a new Customer?

4. [ ] Source Tracking - What is the benefit of creating an appointment for a Customer that has a source assigned?

5. [ ] Adjusting Enquiries - Do you understand how to make an enquiry?

6. [ ] Leads - What is the relationship between Source and Leads?

7. [ ] Leads Video - Have you watched the Leads video?

8. [ ] Mail Merge - Can you correctly use the Mail Merge Function?

9. [ ] Emails and Spam - Why do you have to be extra careful about the amount of emails you send to 1 Customer?

10. [ ] Mail Merge Customers - Are you aware of how to send bulk mail merged information by email and the need to use a Mass  Mail Company for sending?

11. [ ] Mail Merge Template - Do you know where to locate and adjust the mail merge document template?

12. [ ] Loyalty Setup - Do you know how the Loyalty Program works?

13. [ ] Loyalty Video - Have you watched the loyalty video?

14. [ ] Reward Points Assigned - How do you manage the Points against Products?

15. [ ] Displaying Points - Do you know where to find the reward points on an invoice?

16. [ ] POS Points - What is the main point to be remembered in this section? What do you have to put in before any points can be assigned? 

17. [ ] Redeeming POS Points - Can you define your points to a product both singularly and Multiple?

18. [ ] Showing Customer Points - Can you keep checks on what points are still available to Customers?

19. [ ] CRM Reports - Do you know how to use CRM reports?

20. [ ] CRM, Marketing and Leads - Have you watched the video and do you understand it?

21. [ ] FeedBack Reports - Where is the main area your feedback comes from?

22. [ ] Customer History - Do you know where to view Customer History?

23. [ ] Customer Contacts - Are you able to enter Customer Contact details?

24. [ ] Contact Correspondence - Can you send correspondence from within the Contact Tab?

25. [ ] New Contacts - Do you know how to add a new contact?

26. [ ] Customisable Fields - What can you track with customisable fields?

27. [ ] Follow Ups - What do you enter into your follow ups?

28. [ ] Global List  - What does your Global List contain?

 Notes: Are there any aspects in this area that more training would be useful?

______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________ ______________________________________________________________________________

6 Purchases

2014-02-18T14:46:28Z

Simon Clive:

6 Purchases

2014-02-18T14:45:42Z

Simon Clive:

<menu name="myMenu" align="center">
Answers=
[[1 New Supplier]]
[[2 Bank Details]]
[[3 New Contact]]
[[4 New and Lists]]
[[5 Bill v Purchase Order]]
[[6 Last Account Used]]
[[7 Entering a Bill]]
[[8 New Purchase Order]]
[[9 Emailing PO]]
[[10 Back Order PO]]
[[11 Receiving PO]]
[[12 Entering Invoice Number]]
[[13 Entire Process]]
[[14 Return Authority]]
[[15 Negative PO]]
[[16 Account Credit]]
[[17 Smart Order]]
[[18 Staff Requests]]
[[19 Merging Smart Orders]]
[[20 Auto Ctreate PO]]
[[21 Linking Sales to PO's]]
[[22 FX Preferences]]
[[23 FX Rates List]]
[[24 FX History]]
[[25 Landed Costs]]
[[26 Creating FX Purchase Order]]
[[27 Entering FX Values]]
[[28 FX Expense]]
[[29 Relate to Purchase Order]]
[[30 Importing Landed Costs]]
[[31 Adjusting Import Costs]]
[[32 Don't Include Landed Costs]]
[[33 Average v Landed]]
[[34 Landed Cost Example]]

</menu>

== Overview ==

Purchases Training

 

Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

 

1. [ ] New Supplier - Can you enter a New Supplier?

2. [ ] Bank Details - Why do we enter the banking details for a Supplier?

3. [ ] New Contact - Can you enter a Supplier Contact Details?

4. [ ] New and Lists - Do you know that, within a tab in the ERP Main Screen, most of the function icons in the top row are to create new entries and the ones below are to open lists of existing entries?

5. [ ] Bill v Purchase Order - Do you understand the difference between a Bill and a Purchase Order with reference to accounts being entered on Bills, while products are entered through a Purchase Order?

6. [ ] Last Account Used - Can you turn on the preference to auto load the last used account?

7. [ ] Entering a Bill - Can you enter a Bill?

8. [ ] New Purchase Order - Can you enter a Purchase Order?

9. [ ] Email PO - How do you email this PO?

10.[ ] Back Order PO - Can you create a back order ?

11.[ ] Receiving PO - Can you receive the back order?

12.[ ] Entering Invoice Number - Can you enter the suppliers invoice for the back order?

13.[ ] Entire Process - Do you know how to do the entire process in one?

14.[ ] Return Authority - Can you enter a RA (Return Authority)?

15.[ ] Negative PO - Can you create a supplier product and account credit?

16.[ ] Account Credit - Can you create an account credit?

17.[ ] Smart Order - Can you create a Smart Order (Auto Reorder, Invoice, Repairs, etc)?

18.[ ] Staff Requests - How do you create a Staff request for products?

19.[ ] Merging Smart Orders - Do you know how to merge smart orders?

20.[ ] Auto Create PO - Do you know where the purchase orders are saved once created?

21.[ ] Linking Sales to PO's - Can you create a Purchase Order specifically for a customer?

22.[ ] FX Preferences - What do you need to turn on to use this module?

23.[ ] FX Rates List - How do you activate in-active rates?

24.[ ] FX History - Why is history with foreign exchange important?

25.[ ] Landed Costs - How do you view the landed cost of a product?

26.[ ] Creating FX - Purchase Orders Can you enter purchase order in foreign currency?

27.[ ] Entering FX - Values Where are the FX fields on a purchase order?

28.[ ] FX Expense - How would you enter any expenses related to importing goods?

29.[ ] Relate to Purchase Order - Do you know how to link import bills to Purchase Orders ?

30.[ ] Importing Landed Costs - Can you import the costs now associated with the purchase order?

31.[ ] Adjusting Import Costs - Can you adjust the alocation of these costs between the products on the purchase order?

32.[ ] Don't Include Landed Costs - Why is the landed cost separate from the average cost?

33.[ ] Average v Landed -  Do you know where these values are displayed on the product card?

34.[ ] Landed Cost Example - Does the spreadsheet example make sense?

 

Notes: Are there any aspects in this area that more training would be useful?

_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

4 Inventory

2014-02-13T19:58:37Z

Simon Clive:

== Overview ==

Inventory Training

 

 Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Creating a Product - Can you enter a New Product? 

2. [ ] Groupind -  Are you using all 4 fields / Columns to correctly identify products?

3. [ ] Entering a Margin - Can you alter your Gross Margin or Markup for a Product? 

4. [ ] Auto Re-Order - Do you understand why you would activate the Auto Re-Order function? 

5. [ ] Filtering Groups - Can you apply filters to the groups you have created? 

6. [ ] Naming a Product -  Do you understand why we use logical names here, as opposed to codes? 

7. [ ] Product Types - Can you explain the difference between the product types? 

8. [ ] Inventory Type - Do you understand how an "Inventory" type product works? 

9. [ ] Non- Inventory Type - Do you understand how a "Non-Inventory" type product works? 

10.[ ] Other Type - Do you understand how “Other” type product works?

11.[ ] Costing Methods - Has the different costing systems within ERP been explained?

12.[ ] Viewing Costs - Do you know how to view your average cost of a product?

13.[ ] Tax Codes - Do you understand the difference between the purchase tax code and the sales tax code?

14.[ ] Tax Codes and BAS/VAT - Do you understand where these tax codes feed to?

15.[ ] Related Product - Do you know how to create a related product and how to nest, related products?

16.[ ] Auto Shipping - Do you know how to automatically receive all goods on an order?

17.[ ] Customer History - Do you know how to get a date driven sales history report from within a product?

18.[ ] Changing Dates - Can you adjust the dates from within the product customer history report?

19.[ ] Drill Down - Do you know that the history screens are drillable within each product?

20.[ ] Supplier History - Do you know how to get a date driven purchase history from within a product?

21.[ ] Filtering History - Can you apply filters to the history reports?

22.[ ] Export Lists - Can you export the Product list to excel?

23.[ ] Stock Adjustments - Can you process a Stock Adjustment?

24.[ ] Adjust On? - Do you understand the difference between doing the adjustment on the "In Stock" quantity and the "Available" quantity?

25.[ ] Stock Departments - Are you aware of what the department drop down will do to the stock quantities?

26.[ ] Units of Measure - Are you aware of what the UOM drop down will do to the stock quantities?

27.[ ] Stock Take Video - Have you watched the Stock Take Video?

28.[ ] Auto Re-Order - Can you manage your re-order points, per department?

29.[ ] Running Auto Re-Order - Do you know how to run the Auto Re-Order function and understand the Smart Order that is created?

30.[ ] Customer Sell Prices - Do you know how to create different sale prices for different groups of customers for the same product?

31.[ ] Department Sell Prices - Do you know how to create different sale prices between different Departments for the same product?

32.[ ] Pop Ups - Does the pop up reminder make sense?

33.[ ] Product Pictures - Can you load a picture for a product?

 

Notes: Are there any aspects in this area that more training would be useful? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

4 Inventory

2014-02-13T19:58:04Z

Simon Clive:

<menu name="myMenu" align="center">
Answers=

[[1 Creating a Product]] [[2 Grouping]] [[3 Entering a Margin]] [[4 Auto Re-Order]] [[5 Filtering Groups]] [[6 Naming a Product]] [[7 Product Types]] [[8 Inventory Types]] [[9 Non-Inventory Type]] [[10 Other Type]] [[11 Costing Methods]] [[12 Viewing Costs]] [[13 Tax Codes]] [[14 Tax Codes and BAS/VAT]] [[15 Related Products]] [[16 Auto Shipping]] [[17 Customer History]] [[18 Changing Dates]] [[19 Drill Down]] [[20 Supplier History]] [[21 Filtering History]] [[22 Export Lists]] [[23 Stock Adjustments]] [[24 Adjust On]] [[25 Stock Departments]] [[26 Units of Measure]] [[27 Stock Take Video]] [[28 Auto Re-Order]] [[29 Running Auto Re-Order]] [[30 Customer Sell Prices]] [[31 Department Sale Prices]] [[32 Pop Ups]] [[33 Product Pictures]]

</menu>

== Overview ==

Inventory Training

 

 Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Creating a Product - Can you enter a New Product? 

2. [ ] Groupind -  Are you using all 4 fields / Columns to correctly identify products?

3. [ ] Entering a Margin - Can you alter your Gross Margin or Markup for a Product? 

4. [ ] Auto Re-Order - Do you understand why you would activate the Auto Re-Order function? 

5. [ ] Filtering Groups - Can you apply filters to the groups you have created? 

6. [ ] Naming a Product -  Do you understand why we use logical names here, as opposed to codes? 

7. [ ] Product Types - Can you explain the difference between the product types? 

8. [ ] Inventory Type - Do you understand how an "Inventory" type product works? 

9. [ ] Non- Inventory Type - Do you understand how a "Non-Inventory" type product works? 

10.[ ] Other Type - Do you understand how “Other” type product works?

11.[ ] Costing Methods - Has the different costing systems within ERP been explained?

12.[ ] Viewing Costs - Do you know how to view your average cost of a product?

13.[ ] Tax Codes - Do you understand the difference between the purchase tax code and the sales tax code?

14.[ ] Tax Codes and BAS/VAT - Do you understand where these tax codes feed to?

15.[ ] Related Product - Do you know how to create a related product and how to nest, related products?

16.[ ] Auto Shipping - Do you know how to automatically receive all goods on an order?

17.[ ] Customer History - Do you know how to get a date driven sales history report from within a product?

18.[ ] Changing Dates - Can you adjust the dates from within the product customer history report?

19.[ ] Drill Down - Do you know that the history screens are drillable within each product?

20.[ ] Supplier History - Do you know how to get a date driven purchase history from within a product?

21.[ ] Filtering History - Can you apply filters to the history reports?

22.[ ] Export Lists - Can you export the Product list to excel?

23.[ ] Stock Adjustments - Can you process a Stock Adjustment?

24.[ ] Adjust On? - Do you understand the difference between doing the adjustment on the "In Stock" quantity and the "Available" quantity?

25.[ ] Stock Departments - Are you aware of what the department drop down will do to the stock quantities?

26.[ ] Units of Measure - Are you aware of what the UOM drop down will do to the stock quantities?

27.[ ] Stock Take Video - Have you watched the Stock Take Video?

28.[ ] Auto Re-Order - Can you manage your re-order points, per department?

29.[ ] Running Auto Re-Order - Do you know how to run the Auto Re-Order function and understand the Smart Order that is created?

30.[ ] Customer Sell Prices - Do you know how to create different sale prices for different groups of customers for the same product?

31.[ ] Department Sell Prices - Do you know how to create different sale prices between different Departments for the same product?

32.[ ] Pop Ups - Does the pop up reminder make sense?

33.[ ] Product Pictures - Can you load a picture for a product?

 

Notes: Are there any aspects in this area that more training would be useful? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

5 File Maintenance

2014-02-12T20:21:06Z

Simon Clive:

== Overview ==

'''File Maintenance Training'''

 Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Server and User ERP has a front end (Work Station) and a back end (server) - Has this been explained and can you identify the MySQL folder in the "C" drive on the server and the ERP folder in the "C" drive for the work station?

2. [ ] Identify the Company - Do you know how to identify the company file under the data folder on the server?

3. [ ] Identify the User - Do you know how to identify the user?

4. [ ] Don't Do - Why do you not change the files for ERP from windows explorer?

5. [ ] Perform a Back-up - Do you know how to do a Backup?

6. [ ] Back-up on Exit - Do you know how to make the last person on exit auto Backup function?

7. [ ] Locate Back-up - Where are the back-ups stored?

8. [ ] Back-up File Details - Can you read the back-up file name, focusing on the date stamp?

9. [ ] Restore a Back-up - Do you know how to Restore a backed up copy of ERP?

10. [ ] Windows Back-up. Can you create a windows back-up of ERP?

11.[ ] Connection Video - Have you watched the connection video?

12.[ ] Checking Balances - Why do you need to check your balances?

13.[ ] Optimise Tables -When would you use this feature?

 

Notes: Are there any aspects in this area that more training would be useful?

_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

5 File Maintenance

2014-02-12T20:20:10Z

Simon Clive:

</menu>

== Overview ==

'''File Maintenance Training'''

 Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Server and User ERP has a front end (Work Station) and a back end (server) - Has this been explained and can you identify the MySQL folder in the "C" drive on the server and the ERP folder in the "C" drive for the work station?

2. [ ] Identify the Company - Do you know how to identify the company file under the data folder on the server?

3. [ ] Identify the User - Do you know how to identify the user?

4. [ ] Don't Do - Why do you not change the files for ERP from windows explorer?

5. [ ] Perform a Back-up - Do you know how to do a Backup?

6. [ ] Back-up on Exit - Do you know how to make the last person on exit auto Backup function?

7. [ ] Locate Back-up - Where are the back-ups stored?

8. [ ] Back-up File Details - Can you read the back-up file name, focusing on the date stamp?

9. [ ] Restore a Back-up - Do you know how to Restore a backed up copy of ERP?

10. [ ] Windows Back-up. Can you create a windows back-up of ERP?

11.[ ] Connection Video - Have you watched the connection video?

12.[ ] Checking Balances - Why do you need to check your balances?

13.[ ] Optimise Tables -When would you use this feature?

 

Notes: Are there any aspects in this area that more training would be useful?

_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

SMS Set Up

2013-12-23T05:23:23Z

Simon Clive: Created page with "SMS Set Up"

SMS Set Up

Utilities

2013-12-23T05:22:55Z

Simon Clive:

<menu align="center" name="myMenu">
More Detail=
[[Audit Trail List]]
[[Backup]]
[[Company Information]]
[[Delivery Docket Audit]]
[[EDI Integration]]
[[Email List]]
[[Export to Report DB]]
[[Fax Spool List]]
[[Link To]]
[[Multi-site]]
[[Picking Slip Audit]]
[[Preferences]]
[[Purchase Order Audit]]
[[Restore]]
[[Scheduled Reports]]
[[Setup Docs Path]]
[[Site Integration Report]]
[[SMS List]]
[[SMS Set Up]]
[[Utilities Reports]]
[[Web API]]
</menu>

== Overview ==

The Utilities Tab leads to tools necessary to manage your data. These include Backup and Restore functions, as well as various configuration options and reports.

Workshop

2013-12-05T06:50:51Z

Simon Clive:

<menu name="myMenu" align="center">
More Detail=
[[Advanced Repairs]]
[[Customer Equipment List]]
[[Customer List]]
[[Equipment]]
[[Equipment List]]
[[Job List]]
[[Manufacture]]
[[Manufacture List]]
[[New Repair]]
[[Product]]
[[Product Express List]]
[[Repair Fault]]
[[Repair Faults List]]
[[Repair List Invoice]]
[[Repairs List]]
[[Workshop Reports]]
</menu>

== Overview ==

The '''Workshop''' module is a set of tools that allows you to manage a workshop or service department from tracking equipment owned by customers to managing the workflow of each repair, scheduling work, timesheet tracking, tracking of spare parts used, ordered and invoiced to customers. It also enables customised reporting of work performed on equipment for each equipment manufacturer using each unique manufacturers own terminology.

'''Workshop''' is fully integrated with ERP's accounting functions.

Workshop

2013-12-05T06:49:10Z

Simon Clive:

Repair Fault

2013-12-05T05:16:25Z

Simon Clive:

<menu align="center" name="myMenu">
More Detail=
[[Advanced Repairs]]
[[Customer Equipment List]]
[[Customer List]]
[[Equipment]]
[[Equipment List]]
[[Job List]]
[[Manufacture]]
[[Manufacture List]]
[[New Repair]]
[[Product]]
[[Product Express List]]
[[Repair Fault]]
[[Repair Faults List]]
[[Repair List Invoice]]
[[Repairs List]]
[[Workshop Reports]]
</menu>

== Overview ==

A Repair Fault is a manufacturers code for a particular fault, condition, symptom, defect or repair. eg. A particular manufacturer may want reports on the condition of equipment brought in for repair, the symptom reported, what defect was identified and the nature of the repair.

'''How To Create a Repair Fault'''

*Select the '''Workshop''' tab
*Select the '''Repair Fault''' button
*Select the '''manufacturer''' from the [[Manufacture]] drop down list
*Select the '''condition''', '''symptom''', '''defect''' or'''repair''' radio button as required
*Enter the Manufacturers '''code'''
*Enter a '''description'''
*Select '''Save''' button

This information is now available for selection in the Extra Info tab within a repair. For any repair you can choose one each of condition, symptom, defect and repair

 

'''Adding a New Product Repair Fault:'''

You can also add a new product to Repair Fault List if the product is not in the manufacture drop down list. Write the product name in the manufacture space and press enter. The question will appear ‘Selection not in list, Create New?” Click Yes. This will open up a small window for further details about the manufacturer of the product. The name you entered will appear in the name section. The tab below name is Repair Export Configuration, clicking on this tab will show options that you want to keep intact with this product. The information that you do not want you can uncheck it.

This product entry will appear in Repair Fault List and also in theManufacture List.

TrueERP

2013-12-05T05:10:24Z

Simon Clive: Replaced content with "."

TrueERP

2013-12-05T05:09:34Z

Simon Clive:

Repair Faults: This is about identifying and marking a product’s repair fault status. To access Repair Faults, click on workshop module and the tab stating Repair Faults. You can also access the Repair Fault through Repair Faults List by double clicking on any product.
In this tab you can select a product from the Manufacture drop down list. Mark the category of the repair accordingly from the available options; Condition, Symptom, Defect, Repair, Selection. Assign a code and description about the product repair.
Adding a New Product Repair Fault:
You can also add a new product to Repair Fault List if the product is not in the manufacture drop down list. Write the product name in the manufacture space and press enter. The question will appear ‘Selection not in list, Create New?” Click Yes. This will open up a small window for further details about the manufacturer of the product. The name you entered will appear in the name section. The tab below name is Repair Export Configuration, clicking on this tab will show options that you want to keep intact with this product. The information that you do not want you can uncheck it.
This product entry will appear in Repair Fault List and also in theManufacture List.

Repair Fault

2013-12-05T04:59:50Z

Simon Clive:

<menu name=myMenu align=center>
More Detail=
[[Advanced Repairs]]
[[Customer Equipment List]]
[[Customer List]]
[[Equipment]]
[[Equipment List]]
[[Job List]]
[[Manufacture]]
[[Manufacture List]]
[[New Repair]]
[[Product]]
[[Product Express List]]
[[Repair Fault]]
[[Repair Faults List]]
[[Repair List Invoice]]
[[Repairs List]]
[[Workshop Reports]]
</menu>
== Overview ==

A Repair Fault is a manufacturers code for a particular fault, condition, symptom, defect or repair. eg. A particular manufacturer may want reports on the condition of equipment brought in for repair, the symptom reported, what defect was identified and the nature of the repair.

'''How To Create a Repair Fault'''

*Select the '''Workshop''' tab
*Select the '''Repair Fault''' button
*Select the '''manufacturer''' from the [[Manufacture]] drop down list
*Select the '''condition''', '''symptom''', '''defect''' or'''repair''' radio button as required
*Enter the Manufacturers '''code'''
*Enter a '''description'''
*Select '''Save''' button

This information is now available for selection in the Extra Info tab within a repair. For any repair you can choose one each of condition, symptom, defect and repair

 

'''Adding a New Product Repair Fault:'''

You can also add a new product to Repair Fault List if the product is not in the manufacture drop down list. Write the product name in the manufacture space and press enter. The question will appear ‘Selection not in list, Create New?” Click Yes. This will open up a small window for further details about the manufacturer of the product. The name you entered will appear in the name section. The tab below name is Repair Export Configuration, clicking on this tab will show options that you want to keep intact with this product. The information that you do not want you can uncheck it.

This product entry will appear in Repair Fault List and also in theManufacture List.

Payroll

2013-12-02T04:11:06Z

Simon Clive:

<menu align="center" name="myMenu">More Detail= [[Allowances]] [[Allowances List]] [[ATO Submissions]] [[Award]] [[Awards List]] [[Bank Codes]] [[Deductions]] [[Deductions List]] [[Leave Accrued List]] [[Leave Taken]] [[Pay Staff]] [[Pay History]] [[Pay Rate List]] [[PAYG Payment summary]] [[Payroll Reports]] [[Services Employee]] [[Tax Scales List]] [[Terminate Employee]] [[Terminations List]] </menu> == Overview == Within the Payroll Tab you will find all the necessary functions to perform and keep comprehensive payroll data. The Australian payroll within ERP provides each User with a full compliment of all your payroll requirements, from processing your weekly/fortnightly/monthly pay runs, to calculating your annual leave liabilities. ERP Payroll is capable of Timesheet loading, and also allows the User to pay individual staff different pay rates for various jobs they may perform in one pay period. Once each Employee is set up with their pay require- ments, the processing of each pay is by the touch of a button. Changing an employee's pay for a one-of situation is made easy within ERP. It is important that you take the time to set the Payroll Preferences correctly to suit your own requirements. Before creating any pays you should also check [[Award]] settings, create standard [[Deductions]] and [[Allowances]], create employee superannuation funds as [[Suppliers]] and enter opening [[Leave accrual]] and [[Taxation]] information for each employee. ERP Payroll enables you to process pays via EFT. '''What the buttons do''' '''PAY STAFF''': This button loads the pay staff screen where you run your period payroll '''PAY HISTORY''': This button loads the Payroll History for all Employees '''BANK CODE List''': This button allows you to create and view the list of Bank Codes '''AWARDS LIST''': This button loads the list of Awards set up within your Total ERP Database '''PAY RATE LIST''': This button allows you to create and view the list of Pay Rates '''ALLOWANCE''': This button allows you to enter a New Allowance '''ALLOWANCES LIST:''' This button loads the list of all Allowances set up within your Total ERP Database '''SERVICES - EMPLOYEE: '''This button allows you to create Pay Rates on mass or for individual employees and view the list '''DEDUCTION: '''This button allows you to enter a New Deduction '''DEDUCTIONS LIST:''' This button loads the list of all Deductions set up within your Total ERP Database '''PAYG PAYMENT SUMMARY:''' This button loads the PAYG Summary Report '''TERMINATE EMPLOYEE:''' This button loads the Terminate Employee Wizard '''ATO Submissions:''' This button allows you to create an exported file for all PAYG submissions '''TAX SCALES LIST:''' This button loads the list of all Tax Scales set up within your Total ERP Database Refer to the ATO (Australian Tax Office) for details before creating any new Tax Scales. '''PAYROLL REPORTS''': This button loads the Report Selector for Payroll Reports

Payroll

2013-12-02T04:10:06Z

Simon Clive:

<menu name="myMenu" align="center">More Detail= [[Allowances]] [[Allowances List]] [[ATO Submissions]] [[Award]] [[Awards List]] [[Bank Codes]] [[Deductions]] [[Deductions List]] [[Leave Accrued List]] [[Leave Taken]] [[Pay Staff]] [[Pay History]] [[Pay Rate List]] [[PAYG Payment summary]] [[Payroll Reports]] [[Services Employee]] [[Tax Scales List]] [[Terminate Employee]] [[Terminations List]] </menu> == Overview == Within the Payroll Tab you will find all the necessary functions to perform and keep comprehensive payroll data. The Australian payroll within ERP provides each User with a full compliment of all your payroll requirements, from processing your weekly/fortnightly/monthly pay runs, to calculating your annual leave liabilities. ERP Payroll is capable of Timesheet loading, and also allows the User to pay individual staff different pay rates for various jobs they may perform in one pay period. Once each Employee is set up with their pay require- ments, the processing of each pay is by the touch of a button. Changing an employee's pay for a one-of situation is made easy within ERP. It is important that you take the time to set the Payroll Preferences correctly to suit your own requirements. Before creating any pays you should also check [[Award]] settings, create standard [[Deductions]] and [[Allowances]], create employee superannuation funds as [[Suppliers]] and enter opening [[Leave accrual]] and [[Taxation]] information for each employee. ERP Payroll enables you to process pays via EFT. '''What the buttons do''' '''PAY STAFF''': This button loads the pay staff screen where you run your period payroll '''PAY HISTORY''': This button loads the Payroll History for all Employees '''BANK CODE List''': This button allows you to create and view the list of Bank Codes '''AWARDS LIST''': This button loads the list of Awards set up within your Total ERP Database '''PAY RATE LIST''': This button allows you to create and view the list of Pay Rates '''ALLOWANCE''': This button allows you to enter a New Allowance '''ALLOWANCES LIST:''' This button loads the list of all Allowances set up within your Total ERP Database '''SERVICES - EMPLOYEE: '''This button allows you to create Pay Rates on mass or for individual employees and view the list '''DEDUCTION: '''This button allows you to enter a New Deduction '''DEDUCTIONS LIST:''' This button loads the list of all Deductions set up within your Total ERP Database '''PAYG PAYMENT SUMMARY:''' This button loads the PAYG Summary Report '''TERMINATE EMPLOYEE:''' This button loads the Terminate Employee Wizard '''ATO Submissions:''' This button allows you to create an exported file for all PAYG submissions '''TAX SCALES LIST:''' This button loads the list of all Tax Scales set up within your Total ERP Database Refer to the ATO (Australian Tax Office) for details before creating any new Tax Scales. '''PAYROLL REPORTS''': This button loads the Report Selector for Payroll Reports

Payroll

2013-12-02T04:09:21Z

Simon Clive:

<menu align="center" name="myMenu">
More Detail=
[[Allowances]]
[[Allowances List]]
[[ATO Submissions]]
[[Award]]
[[Awards List]]
[[Bank Codes]]
[[Deductions]]
[[Deductions List]]
[[Leave Accrued List]]
[[Leave Taken]]
[[Pay Staff]]
[[Pay History]]
[[Pay Rate List]]
[[PAYG Payment summary]]
[[Payroll Reports]]
[[Services Employee]]
[[Tax Scales List]]
[[Terminate Employee]]
[[Terminations List]]
</menu>

== Overview ==

Within the Payroll Tab you will find all the necessary functions to perform and keep comprehensive payroll data.

The Australian payroll within ERP provides each User with a full compliment of all your payroll requirements, from processing your weekly/fortnightly/monthly pay runs, to calculating your annual leave liabilities.

ERP Payroll is capable of Timesheet loading, and also allows the User to pay individual staff different pay rates for various jobs they may perform in one pay period. Once each Employee is set up with their pay require- ments, the processing of each pay is by the touch of a button. Changing an employee's pay for a one-of situation is made easy within ERP.

It is important that you take the time to set the Payroll Preferences correctly to suit your own requirements. Before creating any pays you should also check [[Award]] settings, create standard [[Deductions]] and [[Allowances]], create employee superannuation funds as [[Suppliers]] and enter opening [[Leave accrual]] and [[Taxation]] information for each employee.

ERP Payroll enables you to process pays via EFT.

'''What the buttons do''' 

'''PAY STAFF''': This button loads the pay staff screen where you run your period payroll

'''PAY HISTORY''': This button loads the Payroll History for all Employees

'''BANK CODE List''': This button allows you to create and view the list of Bank Codes

'''AWARDS LIST''': This button loads the list of Awards set up within your Total ERP Database

'''PAY RATE LIST''': This button allows you to create and view the list of Pay Rates

'''ALLOWANCE''': This button allows you to enter a New Allowance

'''ALLOWANCES LIST:''' This button loads the list of all Allowances set up within your Total ERP Database

'''SERVICES - EMPLOYEE: '''This button allows you to create Pay Rates on mass or for individual employees and view the list '''DEDUCTION: '''This button allows you to enter a New Deduction

'''DEDUCTIONS LIST:''' This button loads the list of all Deductions set up within your Total ERP Database

'''PAYG PAYMENT SUMMARY:''' This button loads the PAYG Summary Report

'''TERMINATE EMPLOYEE:''' This button loads the Terminate Employee Wizard

'''ATO Submissions:''' This button allows you to create an exported file for all PAYG submissions

'''TAX SCALES LIST:''' This button loads the list of all Tax Scales set up within your Total ERP Database Refer to the ATO (Australian Tax Office) for details before creating any new Tax Scales.

'''PAYROLL REPORTS''': This button loads the Report Selector for Payroll Reports

Inventory

2013-12-02T04:04:45Z

Simon Clive:

<menu align="center" name="myMenu">
More Detail=
[[Auto Adjust Bin]]
[[Auto Reorder]]
[[Barcode Picking]]
[[Barcode Picking List]]
[[Batch Product Creator]]
[[Batches]]
[[Data Update]]
[[Inventory Reports]]
[[Landed Costs]]
[[Landed Costs Understanding]]
[[New Product]]
[[Print Pick Slips]]
[[Product Attributes]]
[[Product Express List]]
[[Product List]]
[[Serial Numbers]]
[[Serial / Job Number]]
[[Stock Take]]
[[Stock Adjustment]]
[[Stock Adjustment List]]
[[Stock Transfer]]
[[Stock Transfer List]]
[[Test Page]]

</menu>

== Overview ==

</menu>

 The Inventory Tab contains features directly linked to the control of your Inventory and other products and services you buy or sell.

Main Menu

2013-12-02T03:36:53Z

Simon Clive:

Main Menu

Main Menu

2013-12-02T03:35:55Z

Simon Clive: Created page with "Test Module"

Test Module