Curriculum Check List

Chapter 1

Customization

  Understanding and Using Classes
  Understanding and Using Custom Fields

Items

  Items Overview
  Using the Advanced Import Feature
  Add Edit Multiple List Entries
  Access and navigate the Item List
  How to Create a New Service Item
  How to Create an Inventory Part
  Saving a New Inventory Item
  Creating a New Inventory Assembly Part
  How to Create A new Group Item
  How to Create an Other Charge Item
  How to Create a Subtotal Item

Units of Measure

  Units of Measure Setup and Use

Chapter 2

Lot / Serial Tracking

  Introduction
  Lot Number Setup
  Turn on Expiration Date to Track Your Inventory Items
  How to Add Lot Numbers to Items Already in Stock
  Working with Lot Numbers
  Sell Items with Lot Numbers
  Steps to Remove Lot Numbers
  Transaction List by Lot Number Report
  Lot Numbers in Stock by Site Report
  Inventory Stock Status by Lot Number Report
  Inventory Expiration Status Report

Multiple Locations

  Introduction
  Enable Multi Locations
  Set up Locations
  Set up Inventory Reorder Points
  Using Sites on Transaction Forms
  How to Receive and Release Items from your Inventory and

Bin Location

  Quantity on Hand by Site Report
  Inventory Valuation by Site Report
  Inventory Stock Status by Site Report
  Items by Bin Location Reports
  Items by Bin Location Reports
  Sort Pick Lists by Bin Location

Chapter 3

Alternate Vendors

  Introduction
  Setting up Inventory Parts by Vendor
  First Time Import of Vendor Price List
  Assigning Alternate Vendors to Inventory
  Viewing Vendor Price List after Setup
  Compare Vendor

Cycle Counts

  Introduction
  Activate Cycle Count
  Cycle Count Setup
  Steps to Assign a Cycle Count
  How to Conduct Cycle Counts Manually
  How to Conduct Cycle Counts from a Mobile Device
  Review and Finalize Cycle Counts

Landed Cost

 Introduction
  Setup Landed Cost Accounts
  Create New Items for Landed Cost
  Map Shipping and Handling Items
  Enter a Bill
  Quantity Allocation
  Percentage Allocation
  Amount Allocation
  Shipping and Handling Allocation
  Quantity Example
  Inventory Valuation Detail
  Final Check

Chapter 4: Sales Order Fulfillment

Sales Order Fulfillment

  Introduction
  Enable Sales Order
  How to Set Up your Mobile Scanner
  How to Create a Pick order
  How to Receive the Pick List Manually
  How to Receive the Pick List with a Mobile Barcode Scanner
  How to Complete the Packing and Shipping Process Manually
  How to Complete the Packing and Shipping Process from your Mobile Barcode Scanner
  Use Express Pick and Pack Manually
  Use Express Pick and Pack with the Mobile Barcode Scanner

Chapter 5: Purchasing / Receiving Processes

Steps for purchasing items for stock and made to order

  Introduction
  Differences between made to order and made for stock
  Made for Stock – Create a Purchase Order
  Made for Order – Sales Order Process
  Understanding the inventory Stock Status by Item Report
  Create Auto Purchase Orders (Reorder Point)
  Receiving Items With or Without a Bill
  Receiving Items from a Purchase Order without a Bill
  Receiving Items from a Purchase Order with a Bill
  Receiving Items from Purchase Order Management Worksheet
  Review Purchase Order & Inventory Reports
  Pay a bill after receiving inventory

Build Assembly Process

  Introduction
  When to use Group Items or Assembled Items
  When to build assemblies – Build to Stock vs. Build to Order
  Understanding the Inventory Stock Status by Item Report
  Process to Build an Assembly Order
  Automatically Build Sub Assemblies
  Pending Builds
  Run Shortage Report
  Finalize the Build

Chapter 6: Sales Processes

Advanced Pricing

  Price Rules - Introduction
  Advanced Pricing Preferences
  Price Rules – Items Discount
  Price Rules – Customer Discount
  Price Rules – Class Discount
  Price Rules – Sales Rep Discount
  Test the Rules
  Reporting

Volume Discounts

  Introduction
  How to Setup
  Volume Discount Test

Sales Processes

  Introduction
  Starting the Sales Process - Create an Estimate / Sales Order
  Customer Prepayment (Bring in from YouTube)
  Process to create an invoice if using Sales Order Fulfilment
  Create an invoice from a Sales Order
  Receiving a Customer Payment
  Understanding Undeposited Funds
  Record Deposits