Difference between revisions of "17 Inventory Advanced"
From TrueERP wiki
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| − | <menu | + | <menu align="center" name="myMenu"> |
Answers= | Answers= | ||
[[1 Multiple Sell Prices]] | [[1 Multiple Sell Prices]] | ||
| Line 7: | Line 7: | ||
[[5 Sell Volumes]] | [[5 Sell Volumes]] | ||
[[6 Foreign Sell]] | [[6 Foreign Sell]] | ||
| − | [[7 Importing Values]] | + | [[7 Extra Buy]] |
| − | [[ | + | [[8 Supplier Codes]] |
| − | [[ | + | [[9 Foreign Buy]] |
| − | [[ | + | [[10 Importing Values]] |
| − | [[ | + | [[11 Serial Numbers]] |
| − | [[ | + | [[12 Allocation Of..]] |
| − | [[ | + | [[13 Allocating Bins]] |
| − | [[ | + | [[14 Selling from a Bin]] |
| − | [[ | + | [[15 Creating Batches]] |
| − | [[ | + | [[16 Allocating Batches]] |
| − | [[ | + | [[17 Data Uploader]] |
| − | [[ | + | [[18 Allocating Serial Numbers]] |
| − | [[ | + | [[19 Creating Serial Numbers]] |
| − | [[ | + | [[20 Selling Serial Numbers]] |
| − | [[ | + | [[21 F9]] |
| − | [[ | + | [[22 Bill of Materials]] |
| − | [[ | + | [[23 Barcode Picking]] |
| − | [[ | + | [[24 Auto Adjust]] |
| − | [[ | + | [[25 Matrix Products]] |
| − | [[ | + | [[26 Department Quantities]] |
| − | [[ | + | [[27 Multiple Barcodes]] |
| − | [[ | + | [[28 Pop Up Messages]] |
| − | [[ | + | [[29 Attachments]] |
| − | [[ | + | [[30 Related Parts]] |
| + | [[31 Customer History]] | ||
| + | [[32 Pictures]] | ||
| + | [[33 Customisable Fields]] | ||
| Line 36: | Line 39: | ||
</menu> | </menu> | ||
| − | == Overview == | + | == Overview == |
| + | Inventory (Advanced) Training | ||
| − | + | <br> | |
| − | + | ||
| + | <br> Company:___________________________ Signed:____________________________ | ||
| + | Name:___________________ Position:______________ Date: _____________ | ||
| + | Trainee to complete: Please tick | ||
| − | + | 1. [ ] Multiple Sell Prices | |
| − | + | Do you understand the main pricing structures within ERP? | |
| − | + | ||
| − | + | ||
| − | + | ||
| − | + | ||
| − | Do you understand the main pricing structures within ERP? | + | |
2. [ ] Customer Types | 2. [ ] Customer Types | ||
| + | |||
Has it been explained how and why you would set-up client types? | Has it been explained how and why you would set-up client types? | ||
3. [ ] Extra Sell | 3. [ ] Extra Sell | ||
| − | Has the Extra Sell price stucture being explained in the Product setup? | + | |
| + | Has the Extra Sell price stucture being explained in the Product setup? | ||
4. [ ] Date Ranged | 4. [ ] Date Ranged | ||
| − | Has the Extra Sell price stucture being explained in the Product setup? | + | |
| + | Has the Extra Sell price stucture being explained in the Product setup? | ||
5. [ ] Sell Volumes | 5. [ ] Sell Volumes | ||
| − | How do you create price points based on sell volumes? | + | |
| + | How do you create price points based on sell volumes? | ||
6. [ ] Foreign Sell | 6. [ ] Foreign Sell | ||
| − | Has it been explained how to set the foreign currency value against a Customer? | + | |
| + | Has it been explained how to set the foreign currency value against a Customer? | ||
7. [ ] Extra Buy | 7. [ ] Extra Buy | ||
| − | Can you enter extra Buy Prices for your Suppliers? | + | |
| + | Can you enter extra Buy Prices for your Suppliers? | ||
8. [ ] Supplier Codes | 8. [ ] Supplier Codes | ||
| − | Can you enter the supplier codes for a product? | + | |
| − | + | Can you enter the supplier codes for a product? | |
| + | |||
9. [ ] Foreign Buy | 9. [ ] Foreign Buy | ||
| − | Has it been explained how to set the foreign currency value against a supplier? | + | |
| + | Has it been explained how to set the foreign currency value against a supplier? | ||
10. [ ] Importing Values | 10. [ ] Importing Values | ||
| − | Has it been explained how to import the Extra Sell and Buy prices? | + | |
| + | Has it been explained how to import the Extra Sell and Buy prices? | ||
11.[ ] Serial Numbers | 11.[ ] Serial Numbers | ||
| − | Do you know how to turn on Serial Number Tracking? | + | |
| + | Do you know how to turn on Serial Number Tracking? | ||
12.[ ] Allocation Of.. | 12.[ ] Allocation Of.. | ||
| − | How do Serial Numbers interact with purchase and sales transactions? | + | |
| + | How do Serial Numbers interact with purchase and sales transactions? | ||
13.[ ] Allocating Bins | 13.[ ] Allocating Bins | ||
| − | How do you activate bins to be used? | + | |
| + | How do you activate bins to be used? | ||
14.[ ] Selling from a Bin | 14.[ ] Selling from a Bin | ||
| − | How do Bins interact with purchase and sales transactions? | + | |
| + | How do Bins interact with purchase and sales transactions? | ||
15.[ ] Creating Batches | 15.[ ] Creating Batches | ||
| − | How do you activate batches to be used? | + | |
| + | How do you activate batches to be used? | ||
16.[ ] Allocating Batches | 16.[ ] Allocating Batches | ||
| − | How do Batches interact with purchase and sales transactions? | + | |
| + | How do Batches interact with purchase and sales transactions? | ||
17.[ ] Data Updater | 17.[ ] Data Updater | ||
| − | Do you know how to update bins/batches on mass through the inventory Data Update Button? | + | |
| + | Do you know how to update bins/batches on mass through the inventory Data Update Button? | ||
18.[ ] Allocating Serial Numbers | 18.[ ] Allocating Serial Numbers | ||
| − | How do you activate Serial Numbers to be used? | + | |
| + | How do you activate Serial Numbers to be used? | ||
19.[ ] Creating Serial Numbers | 19.[ ] Creating Serial Numbers | ||
| − | Do you know how to create and load Serial Numbers? | + | |
| + | Do you know how to create and load Serial Numbers? | ||
20.[ ] Selling Serial Numbers | 20.[ ] Selling Serial Numbers | ||
| − | How do Serial Numbers interact with purchase and sales transactions? | + | |
| + | How do Serial Numbers interact with purchase and sales transactions? | ||
21.[ ] F9 | 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? | |
| − | Have you | + | |
| − | + | 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? | |
| − | + | ||
| + | <br> Notes: Are there any aspects in this area that more training would be useful? | ||
| − | _____________________________________________ | + | <br> _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ |
| − | _____________________________________________ | + | |
| − | _____________________________________________ | + | |
| − | _____________________________________________ | + | |
| − | _____________________________________________ | + | |
| − | _____________________________________________ | + | |
| − | _____________________________________________ | + | |
| − | _____________________________________________ | + | |
Revision as of 12:33, 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?
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
