Difference between revisions of "17 Inventory Advanced"

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Revision as of 12:23, 29 June 2011

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

Has the Extra Sell price stucture being explained in the Product setup?

 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?

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