4 Inventory
From TrueERP wiki
Overview
Inventory Training
Company:___________________________ Signed:____________________________
Name:___________________ Position:______________ Date: _____________
Trainee to complete: Please tick
1. [ ] Creating a Product. Can you enter a New Product? from 'Transactions' from 'Main Screen.
2. [ ] Groupind. Are you using all 4 fields [Columns} tp correctly identify products?
3. [ ] Entering a Margin. Can you alter your Gross Margin or Markup for a Product?
4. [ ] Auto Re-Order. Do you understand why you would activate the Auto Re-Order function?
5. [ ] Filtering Groups.Can you apply filters to the groups you have created?
6. [ ] Naming a Product. Do you understand why we use logical names here, as opposed to codes?
7. [ ] Product Types. Can you explain the difference between the product types?
8. [ ] Inventory Type. Do you understand how an "Inventory" type product works?
9. [ ] Non- Inventory Type. Do you understand how a "Non-Inventory" type product works?
10.[ ] Other Type Do you understand how “Other” type product works?
11.[ ] Costing Methods Has the different costing systems within ERP been explained?
12.[ ] Viewing Costs Do you know how to view your average cost of a product?
13.[ ] Tax Codes Do you understand the difference between the purchase tax code and the sales tax code?
14.[ ] Tax Codes and BAS/VAT Do you understand where these tax codes feed to?
15.[ ] Related Product Do you know how to create a related product and how to nest, related products?
16.[ ] Auto Shipping Do you know how to automatically receive all goods on an order?
17.[ ] Customer History Do you know how to get a date driven sales history report from within a product?
18.[ ] Changing Dates Can you adjust the dates from within the product customer history report?
19.[ ] Drill Down Do you know that the history screens are drillable within each product?
20.[ ] Supplier History Do you know how to get a date driven purchase history from within a product?
21.[ ] Filtering History Can you apply filters to the history reports?
22.[ ] Export Lists Can you export the Product list to excel?
23.[ ] Stock Adjustments Can you process a Stock Adjustment?
24.[ ] Adjust On? Do you understand the difference between doing the adjustment on the "In Stock" quantity and the "Available" quantity?
25.[ ] Stock Departments Are you aware of what the department drop down will do to the stock quantities?
26.[ ] Units of Measure Are you aware of what the UOM drop down will do to the stock quantities?
27.[ ] Stock Take Video Have you watched the Stock Take Video?
28.[ ] Auto Re-Order Can you manage your re-order points, per department?
29.[ ] Running Auto Re-Order Do you know how to run the Auto Re-Order function and understand the Smart Order that is created?
30.[ ] Customer Sell Prices Do you know how to create different sale prices for different groups of customers for the same product?
31.[ ] Department Sell Prices Do you know how to create different sale prices between different Departments for the same product?
32.[ ] Pop Ups Does the pop up reminder make sense?
33.[ ] Product Pictures Can you load a picture for a product?
Notes: Are there any aspects in this area that more training would be useful? _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
