New User Basic Training
4 Days
Do you have a new employee who needs basic training? Give them the same flying start as the rest of your employees. This four-day class includes an overview of all the modules in the TopForm basic package with particular emphasis on Order Processing, Inventory Control, and Print Management. Like all our classes we offer hands-on experience and personal attention. The class is paced for the beginner user and builds on each topic throughout the week. Give your new users the confidence to achieve success with the right training!
Agenda
Please note that the following is a basic outline of the material to be covered. Depending on the special requirements of each class, the completion day of each topic may vary slightly from the following outline.
Day 1 / 9:00am to 4:00pm
- Training Goals & Attendee Introductions
- TopForm System Overview & Integration
- Basic System/Report Operation
- Order Processing
- Customer Review/Set Up
- Custom Item/Item Terminology
- Location Review
- Custom Item Review/Set Up
- Sales Order Entry
- Review
- Direct Shipments
- Special Shipping
- Special Charges
- Open Discussion
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Day 2 / 9:00 am to 4:00 pm
- Order Processing
- Processing Steps
- Documentation Phase
- Tracking Phase
- Receiving & Billing
- P/O Receiving
- Quantity Received
- A/P Entry
- A/R Entry
- Inventory Control
- Item Review/Set Up
- Availability Inquiry
- Lot Inventory
- Order Entry Practice Lab
* Requires Sample Custom Orders from Your Office *
Lab session will allow attendees to key in custom orders brought from their offices into the classroom demonstration system.
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Day 3 / 9:00am to 4:00pm
- Stock Purchase Orders (Depending on processing needs)
- Entry
- Printing
- Receiving
- Print Management
- Concepts
- Customer Set Up
- Parameters
- Ship-To Locations
- Request for Quote
- Item Master Flagging for FMS
- FMS Settings Usage Figures
- Cycle Processing
- Reporting
- Reorder Notices
- Manual
- Automated
- Productivity Product Training - Training on this day of class will incorporate review of those productivity modules purchased by your company. Attendees will also be able to request training on unlicensed modules for information purposes.
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Day 4 / 9:00 am to 4:00 pm
- Productivity Product Training
Training on the last day of class will incorporate review of those productivity modules purchased by your company. Attendees will also be able to request training on unlicensed modules for information purposes.
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Open Lab
This time is available for review of topics of concern to the attendees as well as open practice time for working with the system. Often times, this time may be used for the review of your data conversion.
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