Difference between revisions of "17 Inventory Advanced"

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Latest revision as of 22:53, 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?