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| − | == Overview == | + | = Forbidden = |
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| − | Inventory (Advanced) Training
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| − | <br> Company:___________________________ Signed:____________________________
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| − | Name:___________________ Position:______________ Date: _____________
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| − | Trainee to complete: Please tick
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| − | 1. [ ] Multiple Sell Prices - Do you understand the main pricing structures within ERP?
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| − | 2. [ ] Customer Types - Has it been explained how and why you would set-up client types?
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| − | 3. [ ] Extra Sell - Has the Extra Sell price stucture being explained in the Product setup?
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| − | 4. [ ] Date Ranged - How and why do you set a date range for Xtra Sell?<br>
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| − | 5. [ ] Sell Volumes - How do you create price points based on sell volumes?
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| − | 6. [ ] Foreign Sell - Has it been explained how to set the foreign currency value against a Customer?
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| − | 7. [ ] Extra Buy - Can you enter extra Buy Prices for your Suppliers?
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| − | 8. [ ] Supplier Codes - Can you enter the supplier codes for a product?
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| − | 9. [ ] Foreign Buy - Has it been explained how to set the foreign currency value against a supplier?
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| − | 10. [ ] Importing Values - Has it been explained how to import the Extra Sell and Buy prices?
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| − | 11.[ ] Serial Numbers - Do you know how to turn on Serial Number Tracking?
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| − | 12.[ ] Allocation Of - How do Serial Numbers interact with purchase and sales transactions?
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| − | 13.[ ] Allocating Bins - How do you activate bins to be used?
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| − | 14.[ ] Selling from a Bin - How do Bins interact with purchase and sales transactions?
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| − | 15.[ ] Creating Batches - How do you activate batches to be used?
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| − | 16.[ ] Allocating Batches - How do Batches interact with purchase and sales transactions?
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| − | 17.[ ] Data Updater - Do you know how to update bins/batches on mass through the inventory Data Update Button?
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| − | 18.[ ] Allocating Serial Numbers - How do you activate Serial Numbers to be used?
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| − | 19.[ ] Creating Serial Numbers - Do you know how to create and load Serial Numbers?
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| − | 20.[ ] Selling Serial Numbers - How do Serial Numbers interact with purchase and sales transactions?
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| − | 21.[ ] F9 - How do you display Serial Numbers that are currently in ERP?
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| − | 22.[ ] Bill Of Materials - Do you know how to use the manufacturing side of ERP?
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| − | 23.[ ] Barcode Picking - Have you been shown the Barcode Picking for use in the warehouse area?
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| − | 24.[ ] Auto Adjust - Have you been shown how the Auto Adjust Bins button works?
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| − | 25.[ ] Matrix Products - Have you watched the Video on how to use Matrix Styled Products?
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| − | 26.[ ] Department Quantities - How do you view what stock is in what location?
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| − | 27.[ ] Multiple Barcodes - Where do you assign extra barcodes for the same product?
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| − | 28.[ ] Pop Up Messages - Where do you assign messages for the product?
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| − | 29.[ ] Attachments - How do you add documents to a product?
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| − | 30.[ ] Related Parts - Do You know how to create a related product and how to nest related products?
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| − | 31.[ ] Customer History - Can you view Customer HIstory and product Movement?
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| − | 32.[ ] Pictures - Can you add a picture to the product?
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| − | 33.[ ] Customisable Fields - What can you track with Customisable Fields?
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| − | <br> Notes: Are there any aspects in this area that more training would be useful?
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| − | <br> _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
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