Difference between revisions of "17 Inventory Advanced"

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Revision as of 09:32, 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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