15 General
From TrueERP wiki
Overview
General Training
Company:___________________________ Signed:____________________________
Name:___________________ Position:______________ Date: _____________
Trainee to complete: Please tick
1. [ ] Shipping Do you know how To create a New Shipping Method?
2. [ ] Departments Do you understand what a Department is?
3. [ ] Department Reports Do you know how you can divide your business into different cost centers?
4. [ ] Terms Can you create New Terms and also create the definition of the term?
5. [ ] EOM Term Can you discribe how EOM (End Of Month) works?
6. [ ] EOM plus 20 Can you discribe how EOM (End Of Month) plus 20 works?
7. [ ] Early Payment Discount Where do you place an Early Payment Discount for Customers?
8. [ ] Auto Discount How does this effect the invoice?
9. [ ] Discount Product Which product is loaded to the invoice?
10.[ ] Global List What does the Global List display?
11.[ ] Tax Code Do you know how to view the Tax Code List?
12.[ ] GST For Sales What tax codes are used for sales?
13.[ ] NCG For Purchases What tax codes are used for purchases?
14.[ ] Chart of Accounts Have you assigned all tax codes for your chart of accounts?
15.[ ] Customising The Toolbar How To Customise your Toolbar?
16.[ ] Memorised Transactions Do you know how a Memorised Transactions works within ERP?
17.[ ] Reminders Do you know how to set your reminders within ERP?
18.[ ] Templates Have you viewed a copy of the Report Builder Help file which will assist you in Template design and creation?
Notes:
Are there any aspects in this area that more training would be useful?
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