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Answers=
 
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[[1 Multiple Sell Prices]]
 
[[1 Multiple Sell Prices]]
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Name:___________________ Position:______________ Date: _____________  
 
Name:___________________ Position:______________ Date: _____________  
  
Trainee to complete: Please tick  
+
Trainee to complete: Please tick
  
  1. [  ]  Multiple Sell Prices
 
  
Do you understand the main pricing structures within ERP?
 
  
  2. [   ]   Customer Types
+
1. [ ] Multiple Sell Prices Do you understand the main pricing structures within ERP?
  
Has it been explained how and why you would set-up client types?  
+
2. [ ] Customer 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 Has the Extra Sell price stucture being explained in the Product setup?
  
  4. [   ]   Date Ranged
+
5. [ ] Sell Volumes How do you create price points based on sell volumes?
  
Has the Extra Sell price stucture being explained in the Product setup?  
+
6. [ ] Foreign Sell Has it been explained how to set the foreign currency value against a Customer?
  
  5. [   ]   Sell Volumes
+
7. [ ] Extra Buy Can you enter extra Buy Prices for your Suppliers?
  
How do you create price points based on sell volumes?  
+
8. [ ] Supplier Codes Can you enter the supplier codes for a product?
  
  6. [   ]   Foreign Sell
+
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 Customer?  
+
10. [ ] Importing Values Has it been explained how to import the Extra Sell and Buy prices?
  
  7. [   ]   Extra Buy
+
11.[ ] Serial Numbers Do you know how to turn on Serial Number Tracking?
  
Can you enter extra Buy Prices for your Suppliers?  
+
12.[ ] Allocation Of How do Serial Numbers interact with purchase and sales transactions?
  
  8. [   ]   Supplier Codes
+
13.[ ] Allocating Bins How do you activate bins to be used?
  
Can you enter the supplier codes for a product?  
+
14.[ ] Selling from a Bin How do Bins interact with purchase and sales transactions?
  
  9. [   ]   Foreign Buy
+
15.[ ] Creating Batches How do you activate batches to be used?
  
Has it been explained how to set the foreign currency value against a supplier?  
+
16.[ ] Allocating Batches How do Batches interact with purchase and sales transactions?
  
  10. [   ] Importing Values
+
17.[ ] Data Updater Do you know how to update bins/batches on mass through the inventory Data Update Button?
  
Has it been explained how to import the Extra Sell and Buy prices?  
+
18.[ ] Allocating Serial Numbers How do you activate Serial Numbers to be used?
  
11.[   ]   Serial Numbers
+
19.[ ] Creating Serial Numbers Do you know how to create and load Serial Numbers?
  
Do you know how to turn on Serial Number Tracking?  
+
20.[ ] Selling Serial Numbers How do Serial Numbers interact with purchase and sales transactions?
  
12.[   ]   Allocation Of..
+
21.[ ] F9 How do you display Serial Numbers that are currently in ERP?
  
How do Serial Numbers interact with purchase and sales transactions?
+
22.[ ] Bill Of Materials Do you know how to use the manufacturing side of ERP?  
 
+
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?  
 
23.[ ] Barcode Picking Have you been shown the Barcode Picking for use in the warehouse area?  

Revision as of 18:06, 7 September 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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