Difference between revisions of "17 Inventory Advanced"
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Name:___________________ Position:______________ Date: _____________ | Name:___________________ Position:______________ Date: _____________ | ||
| − | Trainee to complete: Please tick | + | Trainee to complete: Please tick |
| + | <br> | ||
| + | 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? | |
| − | + | ||
| − | 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> Notes: Are there any aspects in this area that more training would be useful? | ||
<br> _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ | <br> _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ | ||
Revision as of 14:19, 9 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?
_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
