Difference between revisions of "4 Inventory"
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Trainee to complete: Please tick | Trainee to complete: Please tick | ||
| − | 1. [ ] Creating a Product | + | 1. [ ] Creating a Product - Can you enter a New Product? <br> |
| − | 2. [ ] Groupind | + | 2. [ ] Groupind - Are you using all 4 fields / Columns to correctly identify products? |
| − | 3. [ ] Entering a Margin | + | 3. [ ] Entering a Margin - Can you alter your Gross Margin or Markup for a Product? <br> |
| − | 4. [ ] Auto Re-Order | + | 4. [ ] Auto Re-Order - Do you understand why you would activate the Auto Re-Order function? <br> |
| − | 5. [ ] Filtering Groups | + | 5. [ ] Filtering Groups - Can you apply filters to the groups you have created? <br> |
| − | 6. [ ] Naming a Product | + | 6. [ ] Naming a Product - Do you understand why we use logical names here, as opposed to codes? <br> |
| − | 7. [ ] Product Types | + | 7. [ ] Product Types - Can you explain the difference between the product types? <br> |
| − | 8. [ ] Inventory Type | + | 8. [ ] Inventory Type - Do you understand how an "Inventory" type product works? <br> |
| − | 9. [ ] Non- Inventory Type | + | 9. [ ] Non- Inventory Type - Do you understand how a "Non-Inventory" type product works? <br> |
| − | 10.[ ] Other Type Do you understand how “Other” 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? | + | 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? | + | 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? | + | 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? | + | 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? | + | 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? | + | 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? | + | 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? | + | 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? | + | 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? | + | 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? | + | 21.[ ] Filtering History - Can you apply filters to the history reports? |
| − | 22.[ ] Export Lists Can you export the Product list to excel? | + | 22.[ ] Export Lists - Can you export the Product list to excel? |
| − | 23.[ ] Stock Adjustments Can you process a Stock Adjustment? | + | 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? | + | 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? | + | 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? | + | 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? | + | 27.[ ] Stock Take Video - Have you watched the Stock Take Video? |
| − | 28.[ ] Auto Re-Order Can you manage your re-order points, per department? | + | 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? | + | 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? | + | 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? | + | 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? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ | Notes: Are there any aspects in this area that more training would be useful? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ | ||
Revision as of 10:33, 9 September 2011
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? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
