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<menu name="myMenu" align="center">
 
<menu name="myMenu" align="center">
 
Answers=
 
Answers=
[[1 Multiple Sell Prices]]
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[[1. Average vs Last]]
[[2 Customer Types]]
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[[2. Multiple Sell Prices]]
[[3 Extra Sell]]
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[[3. Extra Sell Dates]]
[[4 Date Ranged]]
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[[4. FX Sell]]
[[5 Sell Volumes]]
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[[5. FX Buy]]
[[6 Foreign Sell]]
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[[6. Data Import]]
[[7 Extra Buy]]
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[[7. Serial Number Tracking]]
[[8 Supplier Codes]]
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[[8. Serial Number & Batch/Bin combined]]
[[9 Foreign Buy]]
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[[9. Auto Fill]]
[[10 Importing Values]]
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[[10. Serial Numbers interaction]]
[[11 Serial Numbers]]
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[[11. Serial Number Lists]]
[[12 Allocation Of..]]
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[[12. Batch Tracking]]
[[13 Allocating Bins]]
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[[13. Batch Allocation]]
[[14 Selling from a Bin]]
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[[14. F9]]
[[15 Creating Batches]]
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[[15. Bin Locations]]
[[16 Allocating Batches]]
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[[16. Bin Tracking]]
[[17 Data Uploader]]
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[[17. Automatic Allocation]]
[[18 Allocating Serial Numbers]]
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[[18. Bin Allocation]]
[[19 Creating Serial Numbers]]
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[[19. Not Allocated]]
[[20 Selling Serial Numbers]]
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[[20. Auto Adjust]]
[[21 F9]]
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[[21. Stock Qty's & Locations]]
[[22 Bill of Materials]]
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[[22. Data Update]]
[[23 Barcode Picking]]
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[[23. Manufacturing]]
[[24 Auto Adjust]]
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[[24. Bill of Materials]]
[[25 Matrix Products]]
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[[25. BOM Options]]
[[26 Department Quantities]]
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[[26. Sales Options]]
[[27 Multiple Barcodes]]
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[[27. BOM Pricing]]
[[28 Pop Up Messages]]
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[[28. Custom Fields]]
[[29 Attachments]]
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[[29. Extra Barcodes]]
[[30 Related Parts]]
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[[30. Print Barcodes]]
[[31 Customer History]]
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[[31. Auto Print Barcodes]]
[[32 Pictures]]
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[[32. barcode Picking]]
[[33 Customisable Fields]]
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[[33. Do you Buy/Sell Clothing]]
 
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[[34. Product Attributes]]
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[[35. Watch Clothing Matrix Video]]
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[[36. Preferences]]
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[[37. Inventory Adjust]]
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[[38. Stock Adjustment Import]]
  
  
 
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</menu>  
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== Overview  ==
 
== Overview  ==
  
Inventory (Advanced) Training
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 +
Inventory Advanced
  
 
<br>  
 
<br>  
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Trainee to complete: Please tick
 
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?
  
1. [ ] 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?
 
+
2. [ ] Customer Types Has it been explained how and why you would set-up client types?
+
  
3. [ ] Extra Sell Has the Extra Sell price stucture being explained in the Product setup?
+
4. FX Sell - Has it been explained how to load a Foreign Currency Sell Price against a product?
  
4. [ ] Date Ranged Has the Extra Sell price stucture being explained in the Product setup?
+
5. FX Buy - Can you load a Foreign Currency Buy Price against a product?
  
5. [ ] Sell Volumes How do you create price points based on sell volumes?
+
6. Data Import - Has it been explained how to import the Extra Sell and Buy Prices?
  
6. [ ] Foreign Sell Has it been explained how to set the foreign currency value against a Customer?
+
7. Serial Number Tracking - Do you know how to turn on Serial Number Tracking for a product?
  
7. [ ] Extra Buy Can you enter extra Buy Prices for your Suppliers?
+
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?
  
8. [ ] Supplier Codes Can you enter the supplier codes for a product?
+
9. Auto Fill - Do you know how to either manually enter or Auto Fill multiple Serial Numbers on a Purchase Order?
  
9. [ ] Foreign Buy Has it been explained how to set the foreign currency value against a supplier?
+
10. How do Serial Numbers interact with Purchase and Sales transactions?
  
10. [ ] Importing Values Has it been explained how to import the Extra Sell and Buy prices?
+
11. Serial Number Lists - How do you display Serial Numbers that are currently in ERP?
  
11.[ ] Serial Numbers Do you know how to turn on Serial Number Tracking?
+
12. Batch Tracking - How do you turn on Batch Tracking for a product?
  
12.[ ] Allocation Of How do Serial Numbers interact with purchase and sales transactions?
+
13. Batch Allocation - How do Batches interact with Purchase and Sales transactions?
  
13.[ ] Allocating Bins How do you activate bins to be used?
+
14. F9 - What does this display?
  
14.[ ] Selling from a Bin How do Bins interact with purchase and sales transactions?
+
15. Bin Locations - How do you create Bin Locations?
  
15.[ ] Creating Batches How do you activate batches to be used?
+
16. Bin Tracking - How do you turn on Bin Tracking for a product?
  
16.[ ] Allocating Batches How do Batches interact with purchase and sales transactions?
+
17. Automatic Allocation - What must be set against the product for Automatic Bin Allocation to work?
  
17.[ ] Data Updater Do you know how to update bins/batches on mass through the inventory Data Update Button?
+
18. Bin Allocation - How do Bins interact with Purchase and Sales transactions?
  
18.[ ] Allocating Serial Numbers How do you activate Serial Numbers to be used?
+
19. Not Allocated - What does it mean if you have green or red highlighted quantities in the Bin/Batch tab?
  
19.[ ] Creating Serial Numbers Do you know how to create and load Serial Numbers?
+
20. Auto Adjust - Have you been shown how the Auto Adjust Bin-Batch buttons are used to fix Un Allocated quantities?
  
20.[ ] Selling Serial Numbers How do Serial Numbers interact with purchase and sales transactions?
+
21. Stock Qty's & Locations - How do you view what Stock is in what Location either individually or for all products?
  
21.[ ] F9 How do you display Serial Numbers that are currently in ERP?
+
22. Data Update - Do you know how to activate Bins/Batches/Serial Numbers for multiple products at the same time?
  
22.[ ] Bill Of Materials Do you know how to use the manufacturing side of ERP?  
+
23. Manufacturing - What two things must you set up before you can create a Product BOM?
  
23.[ ] Barcode Picking Have you been shown the Barcode Picking for use in the warehouse area?  
+
24. Bill of Materials - Can you create a Bill of Materials (BOM) for a Manufactured Product?
  
24.[ ] Auto Adjust Have you been shown how the Auto Adjust Bins button works?  
+
25. BOM Options - Can you create "Options" in the BOM?
  
25.[ ] Matrix Products Have you watched the Video on how to use Matrix Styled Products?  
+
26. Sales Options - How do you select a BOM Option from a Sales Order?
  
26.[ ] Department Quantities How do you view what stock is in what location?  
+
27. BOM Pricing - Do you understand the Cost and Sell Price calculations in a BOM?
  
27.[ ] Multiple Barcodes Where do you assign extra barcodes for the same product?
+
28. Custom Fields - create a Product Custom Field applicable to your business.
  
28.[ ] Pop Up Messages Where do you assign messages for the product?  
+
29. Extra Barcodes - Where do you assign extra Barcodes for the same Product?
  
29.[ ] Attachments How do you add documents to a product?  
+
30. Print Barcodes - Do you know how to print product Barcodes?
  
30.[ ] Related Parts Do You know how to create a related product and how to nest related products?  
+
31. Auto Print Barcodes - Do you know which Preferences need to be enabled for automatic Barcode printing?
  
31.[ ] Customer History Can you view Customer HIstory and product Movement?  
+
32. Barcode Picking - Have you been shown Bar Code Picking for the warehouse area?
  
32.[ ] Pictures Can you add a picture to the product?  
+
33. Do you Buy/Sell Clothing - What is the Clothing Matrix?
  
33.[ ] Customisable Fields What can you track with Customisable Fields?  
+
34. Product Attributes - Can you create a range of clothing products using the Product Attributes button?
  
<br> Notes: Are there any aspects in this area that more training would be useful?  
+
35. Have you watched the Matrix video on how to use Matrix styled Products?
  
<br> _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
+
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?