Difference between revisions of "17 Inventory Advanced"
From TrueERP wiki
| Line 1: | Line 1: | ||
<menu name="myMenu" align="center"> | <menu name="myMenu" align="center"> | ||
Answers= | Answers= | ||
| − | [[1. | + | [[1. Source Tracking]] |
| − | [[2. | + | [[2. Source List]] |
| − | [[3. | + | [[3. Defining Customers]] |
| − | [[4. | + | [[4. Enforce Source Tracking]] |
| − | [[5. | + | [[5. Source Tracking]] |
| − | [[6. | + | [[6. Source Enquiries]] |
| − | [[7. | + | [[7. Source List]] |
| − | [[8. New ]] | + | [[8. Leads]] |
| + | [[9. Reporting]] | ||
| + | [[10. Leads Video]] | ||
| + | [[11. Mail Merge]] | ||
| + | [[12. Emails and Spam]] | ||
| + | [[13. Mail Merge Customers]] | ||
| + | [[14. Mail Merge Templates]] | ||
| + | [[15. Loyalty Setup]] | ||
| + | [[16. Loyalty Video]] | ||
| + | [[17. Reward Points]] | ||
| + | [[18. Displaying Points]] | ||
| + | [[19. POS Points]] | ||
| + | [[20. Redeeming POS Points]] | ||
| + | [[21. Showing Customer Points]] | ||
| + | [[22. CRM Reports]] | ||
| + | [[23. CRM, Marketing and Leads]] | ||
| + | [[24. Feedback Reports]] | ||
| + | [[25. Customer History]] | ||
| + | [[26. Customer Contacts]] | ||
| + | [[27. Contact Correspondence]] | ||
| + | [[28. New Contacts]] | ||
| + | [[29. Customisable Fields]] | ||
| + | [[30. Follow Ups]] | ||
| + | [[31. Global List]] | ||
| + | |||
| + | |||
| + | |||
| + | </menu> | ||
| − | |||
== Overview == | == Overview == | ||
Revision as of 22:38, 9 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?
4. FX Sell - Has it been explained how to load a Foreign Currency Sell Price against a product?
5. FX Buy - Can you load a Foreign Currency Buy Price against a product?
6. Data Import - Has it been explained how to import the Extra Sell and Buy Prices?
7. Serial Number Tracking - Do you know how to turn on Serial Number Tracking for a product?
8. 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?
9. Auto Fill - Do you know how to either manually enter or Auto Fill multiple Serial Numbers on a Purchase Order?
10. How do Serial Numbers interact with Purchase and Sales transactions?
11. Serial Number Lists - How do you display Serial Numbers that are currently in ERP?
12. Batch Tracking - How do you turn on Batch Tracking for a product?
13. Batch Allocation - How do Batches interact with Purchase and Sales transactions?
14. F9 - What does this display?
15. Bin Locations - How do you create Bin Locations?
16. Bin Tracking - How do you turn on Bin Tracking for a product?
17. Automatic Allocation - What must be set against the product for Automatic Bin Allocation to work?
18. Bin Allocation - How do Bins interact with Purchase and Sales transactions?
19. Not Allocated - What does it mean if you have green or red highlighted quantities in the Bin/Batch tab?
20. Auto Adjust - Have you been shown how the Auto Adjust Bin-Batch buttons are used to fix Un Allocated quantities?
21. Stock Qty's & Locations - How do you view what Stock is in what Location either individually or for all products?
22. Data Update - Do you know how to activate Bins/Batches/Serial Numbers for multiple products at the same time?
23. Manufacturing - What two things must you set up before you can create a Product BOM?
24. Bill of Materials - Can you create a Bill of Materials (BOM) for a Manufactured Product?
25. BOM Options - Can you create "Options" in the BOM?
26. Sales Options - How do you select a BOM Option from a Sales Order?
27. BOM Pricing - Do you understand the Cost and Sell Price calculations in a BOM?
28. Custom Fields - create a Product Custom Field applicable to your business.
29. Extra Barcodes - Where do you assign extra Barcodes for the same Product?
30. Print Barcodes - Do you know how to print product Barcodes?
31. Auto Print Barcodes - Do you know which Preferences need to be enabled for automatic Barcode printing?
32. Barcode Picking - Have you been shown Bar Code Picking for the warehouse area?
33. Do you Buy/Sell Clothing - What is the Clothing Matrix?
34. Product Attributes - Can you create a range of clothing products using the Product Attributes button?
35. Have you watched the Matrix video on how to use Matrix styled Products?
36. Preferences - Have you set your Inventory Prefrences for the functionality trained in this session?
37. Inventory Adjust - Can you process adjustments/transfers for either Bin - Batch - Serial Numbers depending on your company workflow.
38. Stock Adjustment Import - Can you import and data map a Stock Adjustment paying carefull attention to the functionality of the radio button options?
