Difference between revisions of "17 Inventory Advanced"
From TrueERP wiki
(→Overview) |
|||
| Line 12: | Line 12: | ||
Trainee to complete: Please tick | Trainee to complete: Please tick | ||
| − | 1. Do you understand the | + | 1. Average vs Last - Do you understand the Stock Cost System options in ERP? |
| − | 2. | + | 2. Multiple Sell Prices - Do you understand the main pricing structures within ERP? |
| − | 3. Has the | + | 3. Extra Sell Dates - Has the date range structure being explained in the Extra Sell Price set-up? |
| − | + | 3. FX Sell - Has it been explained how to load a Foreign Currency Sell Price against a product? | |
| − | + | 4. FX Buy - Can you load a Foreign Currency Buy Price against a product? | |
| − | + | 5. Data Import - Has it been explained how to import the Extra Sell and Buy Prices? | |
| − | + | 6. Serial Number Tracking - Do you know how to turn on Serial Number Tracking for a product? | |
| − | + | 7. Serial Number & Batch/Bin combined - Why is it crucial that you decide whether you will be using Batch/Bin tracking in conjunction with Serial numbers before you transact the product? | |
| − | + | 8. Auto Fill - Do you know how to either manually enter or Auto Fill multiple Serial Numbers on a Purchase Order? | |
| − | + | 9. How do Serial Numbers interact with Purchase and Sales transactions? | |
| − | + | 10. Serial Number Lists - How do you display Serial Numbers that are currently in ERP? | |
| − | + | 11. Batch Tracking - How do you turn on Batch Tracking for a product? | |
| − | + | 12. Batch Allocation - How do Batches interact with Purchase and Sales transactions? | |
| − | + | 13. F9 - What does this display? | |
| − | + | 14. Bin Locations - How do you create Bin Locations? | |
| − | + | 15. Bin Tracking - How do you turn on Bin Tracking for a product? | |
| − | + | 16. Automatic Allocation - What must be set against the product for Automatic Bin Allocation to work? | |
| − | + | 17. Bin Allocation - How do Bins interact with Purchase and Sales transactions? | |
| − | + | 18. Not Allocated - What does it mean if you have green or red highlighted quantities in the Bin/Batch tab? | |
| − | + | 19. Auto Adjust - Have you been shown how the Auto Adjust Bin-Batch buttons are used to fix Un Allocated quantities? | |
| − | + | 20. Stock Qty's & Locations - How do you view what Stock is in what Location either individually or for all products? | |
| − | + | 21. Data Update - Do you know how to activate Bins/Batches/Serial Numbers for multiple products at the same time? | |
| − | + | 22. Manufacturing - What two things must you set up before you can create a Product BOM? | |
| − | + | 23. Bill of Materials - Can you create a Bill of Materials (BOM) for a Manufactured Product? | |
| − | + | 24. BOM Options - Can you create "Options" in the BOM? | |
| − | + | 25. Sales Options - How do you select a BOM Option from a Sales Order? | |
| − | + | 26. BOM Pricing - Do you understand the Cost and Sell Price calculations in a BOM? | |
| − | + | 27. Custom Fields - create a Product Custom Field applicable to your business. | |
| − | + | 28. Extra Barcodes - Where do you assign extra Barcodes for the same Product? | |
| − | + | 29. Print Barcodes - Do you know how to print product Barcodes? | |
| − | + | 30. Auto Print Barcodes - Do you know which Preferences need to be enabled for automatic Barcode printing? | |
| − | + | 31. Barcode Picking - Have you been shown Bar Code Picking for the warehouse area? | |
| − | + | 32. Do you Buy/Sell Clothing - What is the Clothing Matrix? | |
| + | |||
| + | 33. Product Attributes - Can you create a range of clothing products using the Product Attributes button? | ||
| + | |||
| + | 34. Have you watched the Matrix video on how to use Matrix styled Products? | ||
| + | |||
| + | 35. Preferences - Have you set your Inventory Prefrences for the functionality trained in this session? | ||
| + | |||
| + | 36. Inventory Adjust - Can you process adjustments/transfers for either Bin - Batch - Serial Numbers depending on your company workflow. | ||
| + | |||
| + | 37. Stock Adjustment Import - Can you import and data map a Stock Adjustment paying carefull attention to the functionality of the radio button options? | ||
Revision as of 10:24, 1 December 2014
Overview
Inventory Advanced
Company:___________________________ Signed:____________________________
Name:___________________ Position:______________ Date: _____________
Trainee to complete: Please tick
1. Average vs Last - Do you understand the Stock Cost System options in ERP?
2. Multiple Sell Prices - Do you understand the main pricing structures within ERP?
3. Extra Sell Dates - Has the date range structure being explained in the Extra Sell Price set-up?
3. FX Sell - Has it been explained how to load a Foreign Currency Sell Price against a product?
4. FX Buy - Can you load a Foreign Currency Buy Price against a product?
5. Data Import - Has it been explained how to import the Extra Sell and Buy Prices?
6. Serial Number Tracking - Do you know how to turn on Serial Number Tracking for a product?
7. Serial Number & Batch/Bin combined - Why is it crucial that you decide whether you will be using Batch/Bin tracking in conjunction with Serial numbers before you transact the product?
8. Auto Fill - Do you know how to either manually enter or Auto Fill multiple Serial Numbers on a Purchase Order?
9. How do Serial Numbers interact with Purchase and Sales transactions?
10. Serial Number Lists - How do you display Serial Numbers that are currently in ERP?
11. Batch Tracking - How do you turn on Batch Tracking for a product?
12. Batch Allocation - How do Batches interact with Purchase and Sales transactions?
13. F9 - What does this display?
14. Bin Locations - How do you create Bin Locations?
15. Bin Tracking - How do you turn on Bin Tracking for a product?
16. Automatic Allocation - What must be set against the product for Automatic Bin Allocation to work?
17. Bin Allocation - How do Bins interact with Purchase and Sales transactions?
18. Not Allocated - What does it mean if you have green or red highlighted quantities in the Bin/Batch tab?
19. Auto Adjust - Have you been shown how the Auto Adjust Bin-Batch buttons are used to fix Un Allocated quantities?
20. Stock Qty's & Locations - How do you view what Stock is in what Location either individually or for all products?
21. Data Update - Do you know how to activate Bins/Batches/Serial Numbers for multiple products at the same time?
22. Manufacturing - What two things must you set up before you can create a Product BOM?
23. Bill of Materials - Can you create a Bill of Materials (BOM) for a Manufactured Product?
24. BOM Options - Can you create "Options" in the BOM?
25. Sales Options - How do you select a BOM Option from a Sales Order?
26. BOM Pricing - Do you understand the Cost and Sell Price calculations in a BOM?
27. Custom Fields - create a Product Custom Field applicable to your business.
28. Extra Barcodes - Where do you assign extra Barcodes for the same Product?
29. Print Barcodes - Do you know how to print product Barcodes?
30. Auto Print Barcodes - Do you know which Preferences need to be enabled for automatic Barcode printing?
31. Barcode Picking - Have you been shown Bar Code Picking for the warehouse area?
32. Do you Buy/Sell Clothing - What is the Clothing Matrix?
33. Product Attributes - Can you create a range of clothing products using the Product Attributes button?
34. Have you watched the Matrix video on how to use Matrix styled Products?
35. Preferences - Have you set your Inventory Prefrences for the functionality trained in this session?
36. Inventory Adjust - Can you process adjustments/transfers for either Bin - Batch - Serial Numbers depending on your company workflow.
37. Stock Adjustment Import - Can you import and data map a Stock Adjustment paying carefull attention to the functionality of the radio button options?
