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[[1 Multiple Sell Prices]]
 
[[2 Customer Types]]
 
[[3 Extra Sell]]
 
[[4 Date Ranged]]
 
[[5 Sell Volumes]]
 
[[6 Foreign Sell]]
 
[[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]]
 
 
 
 
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== Overview  ==
 
== Overview  ==

Revision as of 09:31, 12 March 2014

= 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 - How and why do you set a date range for Xtra Sell?
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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