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

Latest revision as of 09:37, 27 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. [ ] Inventory Type - Do you understand how an "Inventory" type product works?

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

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

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

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

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

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

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

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

14.[ ] 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?

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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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