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• Answers

1. New Supplier 2. Bank Details 3. New Contact 4. New and Lists 5. Bill v Purchase Order 6. Last Account Used 7. Entering a Bill 8. New Purchase Order 9. Email PO 10. Back Order PO 11. Receiving PO 12. Entering Invoice Number 13. Entire Process 14. Return Authority 15. Negative PO 16. Account Credit 17. Smart Order 18. Staff Requests 19. Merging Smart Orders 20. Auto Create PO 21. Linking Sales to PO's 22. FX Preferences 23. FX Rates List 24. FX History 25. Landed Costs 26. Creating FX Purchase Orders 27. Entering FX 28. FX Expense 29. Relate to Purchase Order 30. Importing Landed Costs 31. Adjusting Import Costs 32. Don't Include Landed Costs 33. Average v Landed 34. Landed Cost Example

Overview

Purchases Training

Company:___________________________ Signed:____________________________

Name:___________________ Position:______________ Date: _____________

Trainee to complete: Please tick

1. [ ] New Supplier - Can you enter a New Supplier?

2. [ ] Bank Details - Why do we enter the banking details for a Supplier?

3. [ ] New Contact - Can you enter a Supplier Contact Details?

4. [ ] New and Lists - Do you know that, within a tab in the ERP Main Screen, most of the function icons in the top row are to create new entries and the ones below are to open lists of existing entries?

5. [ ] Bill v Purchase Order - Do you understand the difference between a Bill and a Purchase Order with reference to accounts being entered on Bills, while products are entered through a Purchase Order?

6. [ ] Last Account Used - Can you turn on the preference to auto load the last used account?

7. [ ] Entering a Bill - Can you enter a Bill?

8. [ ] New Purchase Order - Can you enter a Purchase Order?

9. [ ] Email PO - How do you email this PO?

10.[ ] Back Order PO - Can you create a back order ?

11.[ ] Receiving PO - Can you receive the back order?

12.[ ] Entering Invoice Number - Can you enter the suppliers invoice for the back order?

13.[ ] Entire Process - Do you know how to do the entire process in one?

14.[ ] Return Authority - Can you enter a RA (Return Authority)?

15.[ ] Negative PO - Can you create a supplier product and account credit?

16.[ ] Account Credit - Can you create an account credit?

17.[ ] Smart Order - Can you create a Smart Order (Auto Reorder, Invoice, Repairs, etc)?

18.[ ] Staff Requests - How do you create a Staff request for products?

19.[ ] Merging Smart Orders - Do you know how to merge smart orders?

20.[ ] Auto Create PO - Do you know where the purchase orders are saved once created?

21.[ ] Linking Sales to PO's - Can you create a Purchase Order specifically for a customer?