Difference between revisions of "4 Inventory"

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Revision as of 13:42, 12 November 2014

Overview

Inventory Training

Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] Creating a Product - Can you enter a New Product?

2. [ ] Grouping - 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? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________