Difference between revisions of "4 Inventory"
From TrueERP wiki
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| + | [[1. New Supplier]] | ||
| + | [[2. Bank Details]] | ||
| + | [[3. New Contact]] | ||
| + | [[4. Bill v Purchase Order]] | ||
| + | [[5. Entering a Bill]] | ||
| + | [[6. Last Account Used]] | ||
| + | [[7. New Purchase Order]] | ||
| + | [[8. Email PO]] | ||
| + | [[9. Back Order PO]] | ||
| + | [[10. Back Order List]] | ||
| + | [[11. Receiving a PO]] | ||
| + | [[12. Partially Receiving a PO]] | ||
| + | [[13. Transaction Sequence]] | ||
| + | [[14. Entering an Invoice Number]] | ||
| + | [[15. Entire Process]] | ||
| + | [[16. Approval Levels]] | ||
| + | [[17. Return Authority]] | ||
| + | [[18. Negative PO]] | ||
| + | [[19. Account Credit]] | ||
| + | [[20. Smart Order]] | ||
| + | [[21. Automatic Smart Orders]] | ||
| + | [[22. Staff Requests]] | ||
| + | [[23. Merging Smart Orders]] | ||
| + | [[24. Auto Create PO]] | ||
| + | [[25. Linking Sales to PO's]] | ||
| + | [[26. Requesting a Supplier Quote]] | ||
| + | [[27. Expense Claims]] | ||
| + | [[28. Pay a Supplier]] | ||
| + | [[29. Reimburse an Employee]] | ||
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| + | </menu> | ||
== Overview == | == Overview == | ||
Revision as of 05:21, 22 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? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
