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(→‎Overview)
(→‎Overview)
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Trainee to complete: Please tick  
 
Trainee to complete: Please tick  
  
−
1. [ ] Creating a Product - Can you enter a New Product? <br>
+
1. [ ] New Product Preferences - Do you know where to set up your Inventory defaults that will pre load to a new product?
  
−
2. [ ] Grouping - Are you using all 4 fields / Columns to correctly identify products?  
+
2. [ ] Creating a Product - Can you enter a New Product?  
  
−
3. [ ] Entering a Margin - Can you alter your Gross Margin or Markup for a Product? <br>
+
3. [ ] Naming a Product - Do you understand why you can use logical names here as opposed to codes?  
  
−
4. [ ] Auto Re-Order - Do you understand why you would activate the Auto Re-Order function? <br>
+
4. [ ] Grouping - Are you using all four grouping fields to correctly organise your Products?  
  
−
5. [ ] Filtering Groups - Can you apply filters to the groups you have created? <br>
+
5. [ ] Product Types - Can you explain the difference between the product types?  
  
−
6. [ ] Naming a Product - Do you understand why we use logical names here, as opposed to codes? <br>
+
6. [ ] Inventory Type - Do you understand how an "Inventory" type product works?
  
−
7. [ ] Product Types - Can you explain the difference between the product types? <br>
+
7. [ ] Non- Inventory Type - Do you understand how a "Non-Inventory" type product works?  
  
−
8. [ ] Inventory Type - Do you understand how an "Inventory" type product works? <br>
+
8. [ ] Other Type - Do you understand how “Other” type product works?  
  
−
9. [ ] Non- Inventory Type - Do you understand how a "Non-Inventory" type product works? <br>
+
9. [ ] Other Type Sales - Do you understand why "Other Type" products are used for sales only and not purchases?  
  
−
10.[ ] Other Type - Do you understand how “Other” type product works?  
+
10.[ ] Descriptions - Do you understand why the Purchase and Sales decriptions can be different?
  
−
11.[ ] Costing Methods - Has the different costing systems within ERP been explained?  
+
11.[ ] Buy Price - Can you enter a buy price either Inc or Ex tax?
  
−
12.[ ] Viewing Costs - Do you know how to view your average cost of a product?  
+
12.[ ] Buy Quantities - Do you understand how buy quantities work?
  
−
13.[ ] Tax Codes - Do you understand the difference between the purchase tax code and the sales tax code?  
+
13.[ ] Markup or Margin - Can you alter your Gross Margin or Markup to create a sell prices?
  
−
14.[ ] Tax Codes and BAS/VAT - Do you understand where these tax codes feed to?  
+
14.[ ] Auto Re-Order Points - Do you understand how to set Auto ReOrder Points against products?
  
−
15.[ ] Related Product - Do you know how to create a related product and how to nest, related products?  
+
31.[ ] Department Sell Prices - Do you know how to create different sale prices between different Departments for the same product?
  
−
16.[ ] Auto Shipping - Do you know how to automatically receive all goods on an order?  
+
15.[ ] Product Code and Barcode - Do you know where to load Product codes and Barcodes against a product?  
  
−
17.[ ] Customer History - Do you know how to get a date driven sales history report from within a product?  
+
16.[ ] Pop Ups - Does the pop up reminder make sense?  
  
−
18.[ ] Changing Dates - Can you adjust the dates from within the product customer history report?  
+
17.[ ] Attachments - Can you add Attachments to a product card?
  
−
19.[ ] Drill Down - Do you know that the history screens are drillable within each product?  
+
18.[ ] Product Pictures - Can you load a picture for a product?
 +
 +
19.[ ] Image List- Can you open the image list and why is it important to only save small/low resolution image formats in your data base?
  
−
20.[ ] Supplier History - Do you know how to get a date driven purchase history from within a product?  
+
20.[ ] Convert Image - Can you convert image types from the Product Picture List?  
  
−
21.[ ] Filtering History - Can you apply filters to the history reports?  
+
21.[ ] Sell Price - Can you set different sell prices for Client Types?
  
−
22.[ ] Export Lists - Can you export the Product list to excel?  
+
22.[ ] Extra Buy Price - Can you set different buy prices for multiple Suppliers?
  
−
23.[ ] Stock Adjustments - Can you process a Stock Adjustment?  
+
23.[ ] Supplier Codes - Where can you store Supplier Codes and Product names if they are different to your own?
  
−
24.[ ] Adjust On? - Do you understand the difference between doing the adjustment on the "In Stock" quantity and the "Available" quantity?  
+
24.[ ] Related Parts - Do you know how to create related products and understand this functionality?
  
−
25.[ ] Stock Departments - Are you aware of what the department drop down will do to the stock quantities?  
+
25.[ ] Custom Fields - Can you create a Custom Field label relevant to your business?
  
−
26.[ ] Units of Measure - Are you aware of what the UOM drop down will do to the stock quantities?
+
26.[ ] Product List - Can you find your newly created product on the Product Express/Details Lists
  
−
27.[ ] Stock Take Video - Have you watched the Stock Take Video?  
+
27.[ ] Filtering Groups - Can you apply filters to the groups you have created?
  
−
28.[ ] Auto Re-Order - Can you manage your re-order points, per department?
+
27.[ ] Buy and Sell - Create and process PO's and Invoices for your new product
  
−
29.[ ] Running Auto Re-Order - Do you know how to run the Auto Re-Order function and understand the Smart Order that is created?  
+
28.[ ] Supplier History - Do you know how to get a date driven purchase history from within the product card?
  
−
30.[ ] Customer Sell Prices - Do you know how to create different sale prices for different groups of customers for the same product?  
+
29.[ ] Customer History - Do you know how to get a date driven sales history report from within the product card?  
  
−
31.[ ] Department Sell Prices - Do you know how to create different sale prices between different Departments for the same product?  
+
30.[ ] Drill Down - Do you know that the history screens are drillable within each product?  
  
−
32.[ ] Pop Ups - Does the pop up reminder make sense?  
+
31.[ ] Filtering History - Can you apply filters to the history reports?
 +
 +
32.[ ] Costing Methods - Has the different costing systems within ERP been explained?  
  
−
33.[ ] Product Pictures - Can you load a picture for a product?  
+
33.[ ] Product Movement - Do you know how to view your average cost of a product?
 +
 
 +
34.[ ] Tax Codes - Do you understand the difference between the purchase tax code and the sales tax code?
 +
 
 +
35.[ ] Tax Return/BAS - Do you understand where these tax codes feed to?
 +
 
 +
36.[ ] Export Lists - Can you export the Product list to excel?
 +
 
 +
37.[ ] Auto Re-Order - Can you manage your re-order points, per department?
 +
 
 +
38.[ ] Running Auto Re-Order - Do you know how to run the Auto Re-Order function and understand the Smart Order that is created?
 +
 
 +
39.[ ] Data Update - Has the functionality of each tab within the Data Updater been explained?
 +
 
 +
40.[ ] Data Update Example - Can you use the updater to change the Properties of your products specific to your business?
 +
 
 +
41.[ ] Shipment List - If you will be using Shipping Integration do you understand the functionality of the Shipment List?
 +
 
 +
42.[ ] Print Address Labels - Do you understand the different ways of printing address labels?
 +
 +
43.[ ] Stock Take Video - Have you watched the Stock Take Video?
 +
 +
44.[ ] Stock Take - Can you process a Stock Take and understand the different ways of loading/importing products into the Stock Take?
 +
 
 +
45.[ ] Stock Adjustment - Can you process a Stock Adjustment?  
  
 
<br>  
 
<br>  
  
 
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 14:05, 21 November 2014

Overview

Inventory Training



Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] New Product Preferences - Do you know where to set up your Inventory defaults that will pre load to a new product?

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

3. [ ] Naming a Product - Do you understand why you can use logical names here as opposed to codes?

4. [ ] Grouping - Are you using all four grouping fields to correctly organise your Products?

5. [ ] Product Types - Can you explain the difference between the product types?

6. [ ] Inventory Type - Do you understand how an "Inventory" type product works?

7. [ ] Non- Inventory Type - Do you understand how a "Non-Inventory" type product works?

8. [ ] Other Type - Do you understand how “Other” type product works?

9. [ ] Other Type Sales - Do you understand why "Other Type" products are used for sales only and not purchases?

10.[ ] Descriptions - Do you understand why the Purchase and Sales decriptions can be different?

11.[ ] Buy Price - Can you enter a buy price either Inc or Ex tax?

12.[ ] Buy Quantities - Do you understand how buy quantities work?

13.[ ] Markup or Margin - Can you alter your Gross Margin or Markup to create a sell prices?

14.[ ] Auto Re-Order Points - Do you understand how to set Auto ReOrder Points against products?

31.[ ] Department Sell Prices - Do you know how to create different sale prices between different Departments for the same product?

15.[ ] Product Code and Barcode - Do you know where to load Product codes and Barcodes against a product?

16.[ ] Pop Ups - Does the pop up reminder make sense?

17.[ ] Attachments - Can you add Attachments to a product card?

18.[ ] Product Pictures - Can you load a picture for a product?

19.[ ] Image List- Can you open the image list and why is it important to only save small/low resolution image formats in your data base?

20.[ ] Convert Image - Can you convert image types from the Product Picture List?

21.[ ] Sell Price - Can you set different sell prices for Client Types?

22.[ ] Extra Buy Price - Can you set different buy prices for multiple Suppliers?

23.[ ] Supplier Codes - Where can you store Supplier Codes and Product names if they are different to your own?

24.[ ] Related Parts - Do you know how to create related products and understand this functionality?

25.[ ] Custom Fields - Can you create a Custom Field label relevant to your business?

26.[ ] Product List - Can you find your newly created product on the Product Express/Details Lists

27.[ ] Filtering Groups - Can you apply filters to the groups you have created?

27.[ ] Buy and Sell - Create and process PO's and Invoices for your new product

28.[ ] Supplier History - Do you know how to get a date driven purchase history from within the product card?

29.[ ] Customer History - Do you know how to get a date driven sales history report from within the product card?

30.[ ] Drill Down - Do you know that the history screens are drillable within each product?

31.[ ] Filtering History - Can you apply filters to the history reports?

32.[ ] Costing Methods - Has the different costing systems within ERP been explained?

33.[ ] Product Movement - Do you know how to view your average cost of a product?

34.[ ] Tax Codes - Do you understand the difference between the purchase tax code and the sales tax code?

35.[ ] Tax Return/BAS - Do you understand where these tax codes feed to?

36.[ ] Export Lists - Can you export the Product list to excel?

37.[ ] Auto Re-Order - Can you manage your re-order points, per department?

38.[ ] Running Auto Re-Order - Do you know how to run the Auto Re-Order function and understand the Smart Order that is created?

39.[ ] Data Update - Has the functionality of each tab within the Data Updater been explained?

40.[ ] Data Update Example - Can you use the updater to change the Properties of your products specific to your business?

41.[ ] Shipment List - If you will be using Shipping Integration do you understand the functionality of the Shipment List?

42.[ ] Print Address Labels - Do you understand the different ways of printing address labels?

43.[ ] Stock Take Video - Have you watched the Stock Take Video?

44.[ ] Stock Take - Can you process a Stock Take and understand the different ways of loading/importing products into the Stock Take?

45.[ ] Stock Adjustment - Can you process a Stock Adjustment?


Notes: Are there any aspects in this area that more training would be useful? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

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