Difference between revisions of "4 Inventory"

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Revision as of 05:41, 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?

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

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

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

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

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

20.[ ] 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?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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