17 Inventory Advanced - Revision history

Mauzy at 11:53, 9 December 2014

2014-12-09T11:53:50Z

Mauzy at 11:38, 9 December 2014

2014-12-09T11:38:19Z

Simon@erpoz.com at 02:18, 9 December 2014

2014-12-09T02:18:28Z

Simon@erpoz.com: /* Overview */

2014-12-09T02:16:04Z

‎Overview

Mauzy at 09:13, 3 December 2014

2014-12-03T09:13:32Z

Simon@erpoz.com: /* Overview */

2014-11-30T23:24:45Z

‎Overview

Angelica at 18:18, 21 November 2014

2014-11-21T18:18:43Z

Simon@erpoz.com: /* Overview */

2014-10-30T03:00:53Z

‎Overview

Simon Clive: /* Overview */

2014-04-02T02:28:30Z

‎Overview

Simon Clive: /* Overview */

2014-03-31T19:56:32Z

‎Overview

@@ Line 1: / Line 1: @@
 <menu name="myMenu" align="center">
 Answers=
-[[1. Source Tracking]]
+[[1. Average vs Last]]
-[[2. Source List]]
+[[2. Multiple Sell Prices]]
-[[3. Defining Customers]]
+[[3. Extra Sell Dates]]
-[[4. Enforce Source Tracking]]
+[[4. FX Sell]]
-[[5. Source Tracking]]
+[[5. FX Buy]]
-[[6. Source Enquiries]]
+[[6. Data Import]]
-[[7. Source List]]
+[[7. Serial Number Tracking]]
-[[8. Leads]]
+[[8. Serial Number & Batch/Bin combined]]
-[[9. Reporting]]
+[[9. Auto Fill]]
-[[10. Leads Video]]
+[[10. Serial Numbers interaction]]
-[[11. Mail Merge]]
+[[11. Serial Number Lists]]
-[[12. Emails and Spam]]
+[[12. Batch Tracking]]
-[[13. Mail Merge Customers]]
+[[13. Batch Allocation]]
-[[14. Mail Merge Templates]]
+[[14. F9]]
-[[15. Loyalty Setup]]
+[[15. Bin Locations]]
-[[16. Loyalty Video]]
+[[16. Bin Tracking]]
-[[17. Reward Points]]
+[[17. Automatic Allocation]]
-[[18. Displaying Points]]
+[[18. Bin Allocation]]
-[[19. POS Points]]
+[[19. Not Allocated]]
-[[20. Redeeming POS Points]]
+[[20. Auto Adjust]]
-[[21. Showing Customer Points]]
+[[21. Stock Qty's & Locations]]
-[[22. CRM Reports]]
+[[22. Data Update]]
-[[23. CRM, Marketing and Leads]]
+[[23. Manufacturing]]
-[[24. Feedback Reports]]
+[[24. Bill of Materials]]
-[[25. Customer History]]
+[[25. BOM Options]]
-[[26. Customer Contacts]]
+[[26. Sales Options]]
-[[27. Contact Correspondence]]
+[[27. BOM Pricing]]
-[[28. New Contacts]]
+[[28. Custom Fields]]
-[[29. Customisable Fields]]
+[[29. Extra Barcodes]]
-[[30. Follow Ups]]
+[[30. Print Barcodes]]
-[[31. Global List]]
+[[31. Auto Print Barcodes]]
+[[32. barcode Picking]]

@@ Line 1: / Line 1: @@
 <menu name="myMenu" align="center">
 Answers=
-[[1. New Product Preferences]]
+[[1. Source Tracking]]
-[[2. New ]]
+[[2. Source List]]
-[[3. New ]]
+[[3. Defining Customers]]
-[[4. New ]]
+[[4. Enforce Source Tracking]]
-[[5. New ]]
+[[5. Source Tracking]]
-[[6. New ]]
+[[6. Source Enquiries]]
-[[7. New ]]
+[[7. Source List]]
-[[8. New ]]
+[[8. Leads]]
 == Overview  ==

@@ Line 2: / Line 2: @@
 Answers=
 [[1. New Product Preferences]]
+[[2. New ]]

@@ Line 1: / Line 1: @@
-== Overview  ==
+<menu name="myMenu" align="center">
 [[1. New Product Preferences]]
 Inventory Advanced

@@ Line 18: / Line 18: @@
 . Extra Sell Dates - Has the date range structure being explained in the Extra Sell Price set-up?
 . FX Sell - Has it been explained how to load a Foreign Currency Sell Price against a product?
 . FX Buy - Can you load a Foreign Currency Buy Price against a product?
 . Data Import - Has it been explained how to import the Extra Sell and Buy Prices?
 . Serial Number Tracking - Do you know how to turn on Serial Number Tracking for a product?
 . Serial Number & Batch/Bin combined - Why is it crucial that you decide whether you will be using Batch/Bin tracking in conjunction with Serial numbers before you transact the product?
 . Auto Fill - Do you know how to either manually enter or Auto Fill multiple Serial Numbers on a Purchase Order?
 . How do Serial Numbers interact with Purchase and Sales transactions?
 . Serial Number Lists - How do you display Serial Numbers that are currently in ERP?
 . Batch Tracking - How do you turn on Batch Tracking for a product?
 . Batch Allocation - How do Batches interact with Purchase and Sales transactions?
 . F9 - What does this display?
 . Bin Locations - How do you create Bin Locations?
 . Bin Tracking - How do you turn on Bin Tracking for a product?
 . Automatic Allocation - What must be set against the product for Automatic Bin Allocation to work?
 . Bin Allocation - How do Bins interact with Purchase and Sales transactions?
 . Not Allocated - What does it mean if you have green or red highlighted quantities in the Bin/Batch tab?
 . Auto Adjust - Have you been shown how the Auto Adjust Bin-Batch buttons are used to fix Un Allocated quantities?
 . Stock Qty's & Locations - How do you view what Stock is in what Location either individually or for all products?
 . Data Update - Do you know how to activate Bins/Batches/Serial Numbers for multiple products at the same time?
 . Manufacturing - What two things must you set up before you can create a Product BOM?
 . Bill of Materials - Can you create a Bill of Materials (BOM) for a Manufactured Product?
 . BOM Options - Can you create "Options" in the BOM?
 . Sales Options - How do you select a BOM Option from a Sales Order?
 . BOM Pricing - Do you understand the Cost and Sell Price calculations in a BOM?
 . Custom Fields - create a Product Custom Field applicable to your business.
 . Extra Barcodes - Where do you assign extra Barcodes for the same Product?
 . Print Barcodes - Do you know how to print product Barcodes?
 . Auto Print Barcodes - Do you know which Preferences need to be enabled for automatic Barcode printing?
 . Barcode Picking - Have you been shown Bar Code Picking for the warehouse area?
 . Do you Buy/Sell Clothing - What is the Clothing Matrix?
 . Product Attributes - Can you create a range of clothing products using the Product Attributes button?
 . Have you watched the Matrix video on how to use Matrix styled Products?
 . Preferences - Have you set your Inventory Prefrences for the functionality trained in this session?
 . Inventory Adjust - Can you process adjustments/transfers for either Bin - Batch - Serial Numbers depending on your company workflow.
 . Stock Adjustment Import - Can you import and data map a Stock Adjustment paying carefull attention to the functionality of the radio button options?

@@ Line 12: / Line 12: @@
 Trainee to complete: Please tick
-. Do you understand the main pricing structures within ERP?
+. Average vs Last - Do you understand the Stock Cost System options in ERP?
-. Has it been explained how and why you would set up Client Types?
+. Multiple Sell Prices - Do you understand the main pricing structures within ERP?
-. Has the extra sell price structure being explained in the product set-up?
+. Extra Sell Dates - Has the date range structure being explained in the Extra Sell Price set-up?
-. Has the date range structure being explained in the product set-up?
+. FX Sell - Has it been explained how to load a Foreign Currency Sell Price against a product?
-. How do you create prices points based on sell volumes?
+. FX Buy - Can you load a Foreign Currency Buy Price against a product?
-. Has it been explained how to set up the foreign currency value against a Customer?
+. Data Import - Has it been explained how to import the Extra Sell and Buy Prices?
-. Can you enter extra Buy Prices for your Suppliers?
+. Serial Number Tracking - Do you know how to turn on Serial Number Tracking for a product?
-. Can you enter Supplier Codes for a Product?
+. Serial Number & Batch/Bin combined - Why is it crucial that you decide whether you will be using Batch/Bin tracking in conjunction with Serial numbers before you transact the product?
-. Has it been explained how to set the foreign currency value against a supplier?
+. Auto Fill - Do you know how to either manually enter or Auto Fill multiple Serial Numbers on a Purchase Order?
-. Has it been explained how to import the Extra Sell and Buy Prices?
+. How do Serial Numbers interact with Purchase and Sales transactions?
-. Do you know how to turn on Serial Number Tracking?
+. Serial Number Lists - How do you display Serial Numbers that are currently in ERP?
-. How do Serial Numbers interact with Purchase and Sales transactions?
+. Batch Tracking - How do you turn on Batch Tracking for a product?
-. How do you activate bins to be used?
+. Batch Allocation - How do Batches interact with Purchase and Sales transactions?
-. How do Bins interact with Purchase and Sales transactions?
+. F9 - What does this display?
-. How do you activate batches to be used?
+. Bin Locations - How do you create Bin Locations?
-. How do Batches interact with Purchase and Sales transactions?
+. Bin Tracking - How do you turn on Bin Tracking for a product?
-. Do you know how to update Bins/Batches on mass through the Inventory Data update button?
+. Automatic Allocation - What must be set against the product for Automatic Bin Allocation to work?
-. How do you activate Serial Numbers to be used?
+. Bin Allocation - How do Bins interact with Purchase and Sales transactions?
-. Do you know how to create and load Serial Numbers?
+. Not Allocated - What does it mean if you have green or red highlighted quantities in the Bin/Batch tab?
-. How do Serial Numbers interact with Purchase and Sales transactions?
+. Auto Adjust - Have you been shown how the Auto Adjust Bin-Batch buttons are used to fix Un Allocated quantities?
-. How do you display Serial Numbers that are currently in ERP?
+. Stock Qty's & Locations - How do you view what Stock is in what Location either individually or for all products?
-. Do you know how to use the manufacturing side of ERP?
+. Data Update - Do you know how to activate Bins/Batches/Serial Numbers for multiple products at the same time?
-. Have you been shown the Bar Code Picking for the warehouse area?
+. Manufacturing - What two things must you set up before you can create a Product BOM?
-. Have you been shown how the Auto Adjust Bins buttons work?
+. Bill of Materials - Can you create a Bill of Materials (BOM) for a Manufactured Product?
-. Have you watched the video Matrix on how to use Matrix styled Products?
+. BOM Options - Can you create "Options" in the BOM?
-. How do you view what Stocks in what Locations?
+. Sales Options - How do you select a BOM Option from a Sales Order?
-. Where do you assign extra Barcodes for the same Product?
+. BOM Pricing - Do you understand the Cost and Sell Price calculations in a BOM?
-. Where do you assign Messages for the same Products
+. Custom Fields - create a Product Custom Field applicable to your business.
-. How do you add documents to a product?
+. Extra Barcodes - Where do you assign extra Barcodes for the same Product?
-. Do you know how to create a related Product and how to nest related products?
+. Print Barcodes - Do you know how to print product Barcodes?
-. Can you view Customer History and Product Movement?
+. Auto Print Barcodes - Do you know which Preferences need to be enabled for automatic Barcode printing?
-. Can you add a picture, to a Product?
+. Barcode Picking - Have you been shown Bar Code Picking for the warehouse area?
-. What can you track with Customised Fields?
+. Do you Buy/Sell Clothing - What is the Clothing Matrix?

← Older revision		Revision as of 18:18, 21 November 2014
Line 1:		Line 1:
	== Overview ==		== Overview ==
		+	[[1. New Product Preferences]]

	Inventory Advanced		Inventory Advanced

← Older revision		Revision as of 02:28, 2 April 2014
Line 14:		Line 14:

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

← Older revision		Revision as of 19:56, 31 March 2014
Line 10:		Line 10:

	Trainee to complete: Please tick		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?