Course Content in Detail

Basic Introduction at the start of each course (optional)

1) Basic Introduction

1. How to use
2. How to copy records
3. Screen layouts use of OK, Save, Cancel & Delete buttons
4. Item and Stock Search functions
5. Using Help
6. Stock screen review and trickle feed principles

2) Item Review

1. Creating new Product Categories.
2. Creating Unit/Variant tables (colour/size matrix)
3. Use of Units and Variants (colour size) in a matrix
4. Changing structure

Session 1 – Purchasing, Price Changes and Promotions

 1) Review of Purchase Ordering (Maintenance)

1.  Use of Auto-texts and how to attach special texts to a supplier
2. Attaching Additional Costs
3.  Pack-ordering
4.  Linking to Budgets for OTB (Open to Buy)

 2) Purchase Planning (Fashion Order)

1. Functional Overview use in Head Office and remote on Lap Tops
2. Creation of Items and Purchase Orders in one go
3. Using History to suggest distribution/buying split quantities
4. Linking to Budgets for OTB (Open to Buy)
5. Downloading Purchase Orders as Branch Specific Orders
6. Downloading as a Warehouse Order with a Branch Allocation
7. Downloading as a Warehouse Order without an Allocation

3) Purchase Order Recommendations (Core Items)

1. Setting Minimum Stock Levels
2. Running Order Recommendations

4) Price Changes and Promotions

Session 2 – Stock Management (Stock Audit)

1) Inventory 

1. Functional Overview
2. Using Lists
3. Using Sets and Scanners
4. Reporting

 2) Goods In and Transfers

1. Goods In with and without a Purchase Order
2. Branch Transfers
3. Copy and Reversing Goods In
4. Copy and Reversing Branch Transfers
5. Cost Price Corrections

3) Stock Corrections

4) Stock Auditing and problem solving

1. Reports
2. Item History
3. Tracking item movements 

Session 3 – Warehouse Management

1) Goods In

1. Goods In with and without a Purchase Order
2. Copying and Reversing Goods In
3. Creating Stock Locations for ‘put away’

 2) Allocations

1. Allocation Planning against Branch pre-planned Purchase Orders
2. Allocation Planning against Purchase Orders and Goods In
3.  Using Goods In assigning
4. Manual Allocations
5. Using Allocation Planning to redistribute stock from any location 
6. Creating Replenishments 

 3) Picking and Despatch

1. Pick Lists
2. Rectifications
3. Despatch Notes

Session 4 – Reporting

1) POS/ branch Reports 

2) General Reports

1. Item overview, adding reporting attributes, Item Lists
2. Stick lists
3. Goods In Logs
4. Open Purchase Order Lists
5. Inter branch transfer reports

3) Statistics

1. Understanding Calculations
2. Cost Price Correction
3. Product Statistics Report
4. STPS Screen Reports
5. STPS Print Outs
6. STPS Trend Analysis

Session 5 - Branch Management

Session 6 - Futura4Data

1) Items