Training Activities

1. Well-trained personnel are a major objective of this project. The purpose of the training is to ensure that Company staffs are capable of resuming responsibility for every aspect of the software systems delivered.
2. The training will provide an understanding of the system procedures, inputs and reports.
3. The training will include the following topics:

Level one (How to use POS and WH):
Target: users / Accountants

1) How to use the POS:

1. How to make invoice including discount / F3 /   pay methods / new customers / sales man DB.
2. How to make refund and controlling the refund range.
3. How and when to use the day report / cash amount button / close day and day including explanation of the day report for accounting purpose.
4. How to browse and reprint old invoices and refund invoice.
5. How to make reservation
6. How to change reservation to invoice or cancel it
7. What is the transfer and how to use it
8. How to see the current balance and stock control with item card.
9. Daily stock control list for internal inventory
10. Monitoring the incoming transfers
11. Check the availability of any item in other stores
12. What is the connection report
13. How to change the password for the user
14. What is bundle
15. How to use bundle in invoices and refund
16. What is price level in customer DB and how to use it
17. What is ON SALE and how to make invoice for ON SALE item
18. What are RED Table products
19. How to make invoice for red table product
20. How to make refund for red table product and controlling refund range
21. How to make RT transfer
22. How to see customer history
23. How to see sales man history
24. How to start inventory and the logic behind the system options
25. How to do inventory and close it
26. How to do recheck for the difference

2) How to use WH application:

1. Introduction: What is the main different between the POS and WH system and why
2. How to make a new PO with each type ( Import and Local )
3. How to receive a product to WH from supplier
4. How to make a refund PO and voucher to the supplier
5. How to make normal transfer / RT transfer
6. How to make reverse transfer and when to do it
7. How to make normal invoice / RT invoice
8. What is the distributor and why it is different from customer list
9. How to make a distributor invoice
10. How to make a distributor refund invoice
11. What are issue order and the accounting cycle for consignment products
12. How to make a distributor issue order
13. How to make a distributor issue order back
14. How to make a distributor invoice from consignment products and what is the effect on of WH stock balance
15. How to read the item card for WH
16. How to see the current balance for WH and the distributor for any item
17. How to review and reprint any old transactions
18. How to do inventory in WH and the difference from POS

 
Level two: How to use HQ module:
Target: IT / Accountants may be present

1. Introduction: The logic behind the HQ module
2. How to set company information
3. How set basic data (locations / sales man / customers / taxes / visa / suppliers / …..)
4. How to set a new product (manually and upload)
5. How to change prices
6. How to set PO for import products
7. How to make a new ON SALE
8. How to control locations transfers
9. How to create equations and change price levels
10. What is adjustment and how to create it?
11. How to upload RT data, change it and close it
12. How to create a new bundle
13. What is the security logic in the system?
14. How to administrate options and users in the system
15. What is connection?
16. What the costing / Update price level
17. How to use connection (Receive, Send) with details about the options
18. How to preview old transactions

Level three: Implementing and maintaining modules:
Target: IT Team only       

1. Implementing ORACLE DB with basic options only needed for application (table spaces / users / ….)
2. Setup the Module and setting needed in control panel (Windows platform)
3. Setting a new connectivity between HQ and branches (Service / Links) from DB site
4. Connecting the HQ to POS and WH from application using the connectivity
5. Common errors while connecting or doing updates and troubleshooting
6. What are the main tables we need to view the structure and data types POS DB?
7. What are the main tables we need to view the structure and data types WH DB?
8. What are the main tables we need to view the structure and data types HQ DB?
9. How to make standard backup and restore (Export and Import files)