Difference between revisions of "17 Inventory Advanced"
From TrueERP wiki
Simon Clive (Talk | contribs) |
|||
| (20 intermediate revisions by 5 users not shown) | |||
| Line 1: | Line 1: | ||
<menu name="myMenu" align="center"> | <menu name="myMenu" align="center"> | ||
Answers= | Answers= | ||
| − | [[1 | + | [[1. Average vs Last]] |
| − | [[2 | + | [[2. Multiple Sell Prices]] |
| − | [[3 Extra Sell]] | + | [[3. Extra Sell Dates]] |
| − | [[4 | + | [[4. FX Sell]] |
| − | [[5 | + | [[5. FX Buy]] |
| − | [[6 | + | [[6. Data Import]] |
| − | [[7 | + | [[7. Serial Number Tracking]] |
| − | [[8 Serial | + | [[8. Serial Number & Batch/Bin combined]] |
| − | [[9 | + | [[9. Auto Fill]] |
| − | [[10 | + | [[10. Serial Numbers interaction]] |
| − | [[11 | + | [[11. Serial Number Lists]] |
| − | [[12 | + | [[12. Batch Tracking]] |
| − | [[13 | + | [[13. Batch Allocation]] |
| − | [[14 | + | [[14. F9]] |
| − | [[15 | + | [[15. Bin Locations]] |
| − | [[16 | + | [[16. Bin Tracking]] |
| − | [[17 | + | [[17. Automatic Allocation]] |
| − | [[18 | + | [[18. Bin Allocation]] |
| − | [[19 | + | [[19. Not Allocated]] |
| − | [[20 | + | [[20. Auto Adjust]] |
| − | [[21 | + | [[21. Stock Qty's & Locations]] |
| − | [[22 | + | [[22. Data Update]] |
| − | [[23 | + | [[23. Manufacturing]] |
| − | [[24 | + | [[24. Bill of Materials]] |
| − | [[25 | + | [[25. BOM Options]] |
| − | [[26 | + | [[26. Sales Options]] |
| − | [[27 | + | [[27. BOM Pricing]] |
| − | [[28 | + | [[28. Custom Fields]] |
| − | [[29 | + | [[29. Extra Barcodes]] |
| − | [[30 | + | [[30. Print Barcodes]] |
| − | + | [[31. Auto Print Barcodes]] | |
| + | [[32. barcode Picking]] | ||
| + | [[33. Do you Buy/Sell Clothing]] | ||
| + | [[34. Product Attributes]] | ||
| + | [[35. Watch Clothing Matrix Video]] | ||
| + | [[36. Preferences]] | ||
| + | [[37. Inventory Adjust]] | ||
| + | [[38. Stock Adjustment Import]] | ||
</menu> | </menu> | ||
| − | |||
| − | + | == Overview == | |
| − | + | ||
| + | Inventory Advanced | ||
| + | <br> | ||
| − | Company:___________________________ | + | <br> Company:___________________________ Signed:____________________________ |
| − | Name:___________________ | + | Name:___________________ Position:______________ Date: _____________ |
| − | Trainee to complete: | + | Trainee to complete: Please tick |
| − | + | 1. Average vs Last - Do you understand the Stock Cost System options in ERP? | |
| − | Do you understand the | + | |
| − | + | 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? | |
| − | Has the | + | |
| − | + | 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? | |
| − | Has it been explained how to | + | |
| − | + | 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? | |
| − | How do Serial Numbers | + | |
| − | + | 12. Batch Tracking - How do you turn on Batch Tracking for a product? | |
| − | How do you | + | |
| − | + | 13. Batch Allocation - How do Batches interact with Purchase and Sales transactions? | |
| − | How do | + | |
| − | + | 14. F9 - What does this display? | |
| − | + | ||
| − | + | 15. Bin Locations - How do you create Bin Locations? | |
| − | How do | + | |
| − | + | 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? | |
| − | + | ||
| − | + | ||
| − | + | ||
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?
