Online Training Courses / Schedules

New Class #

Old Class #

Class Name

# Minutes

100

501

Managing Suppliers & Inventory Items - Basics (Pilot 1)

120

110

501

Managing Suppliers & Inventory Items - Advanced (Pilot 1)

60

120

601

Managing Purchase Orders & RMA's, Receiving Items (Pilot 1)

60

200

201

Managing Your Customers & Prospects (CRM) (Pilot 2)

90

210

202

Pricing Items (Pilot 2)

60

220

401/402

Managing Quotes, Sales Orders, Invoices, & Credits (Pilot 2)

120

300

801

Managing Bank & Credit Card Accounts (Pilot 3)

60

310

701/702

Accounts Receivable, Accounts Payable, Commissions, Payroll (Pilot 3)

90

320

802

Managing Your Chart of Accounts & General Ledger (Pilot 3)

60

400

802

Searching, Filtering, Lists, Reports, and Dashboards (Pilot 4)

60-90

410

203

OneSource For Sales Reps (AFTER going live)

60-90

420

301

Job / Project Tracking (As needed--Scheduled on Individual Basis)

60-90

500

901

Query & List Creation - Basics (As needed--TBA)

120

510

902

OneSource / MS Access Report Writing - Basics

120

Recommended For:

Inventory Management & Purchasing Personnel

Recommended Prerequisites:

Completion of Pilot 1 Questions & Hands on Practice Scenarios

Approximate Length:

120 Minutes

Optional Dates / Times:

See Schedule

Class Topics:

ü        Quick, high level OneSource orientation, including:

ü        How to log into OneSource

ü        Basic design of each menu (Add records, Find records, one screen to view record details, one screen to lists of Records)

ü        How to open the Chart of Accounts form, how to add additional accounts, and which accounts we have pre-defined in the empty POSilot.mdb company data file

ü        Which GL Defaults have been setup in the Company Setup & Preferences.

ü        Ways to add a new Supplier/Vendor record.

ü        Review of “Company Setup & Preferences” Supplier options (including the Terms of Payment list)

ü        Explanation of Suppliers vs. Vendors in OneSource and how that affects which GL account to assign.

ü        Overview of all Supplier & Vendor form tabs.

ü        Add 2 new Supplier records and 2 new Vendor records to OSPilot Company Data File.

ü        Find a single Supplier or Vendor using the Simple Sarch form.

ü        View a List of Suppliers & Vendors.

ü        Ways to add new inventory or labor/service items

ü        Review of “Company Setup & Preferences” Inventory options

ü        Using the Inventory Management form

ü        Describing & characterizing items

ü        Viewing item availability

ü        Viewing order status

ü        Viewing an items sales history

ü        Conversion methods

ü        Viewing In Stock shipments

ü        Setting up the item picking order

ü        Storing the item in more than one location (in the same warehouse)

ü        Setting up an item price matrix

ü        Setting up GL accounts for an item

ü        Setting up a Default Supplier (and alternate suppliers)

ü        Item Number – Details Tab

ü        Inventory Management form – In Stock Tab

ü        Inventory Management form – Details Tab

ü        Review / Questions

Additional Materials:

Recommended For:

Inventory Management & Purchasing Personnel

Recommended Prerequisites:

Class 100 & Completion of Pilot 1 Questions & Hands on Practice Scenarios

Approximate Length:

60 Minutes

Optional Dates / Times:

Class Topics:

ü        Setting Up & Searching by Item Alias's

ü        Quick Price Check (pop-up screen) settings & index creation.

ü        Tracking Inventory by Lot, Style, or Color

ü        Tracking Inventory by Serial #

ü        Building & Selling Item Assemblies (Kits)

ü        Review / Questions

Additional Materials:

Recommended For:

Purchasing Personnel

Recommended Prerequisites:

Class 100 & Completion of Pilot 1 Questions & Hands on Practice Scenarios

Approximate Length:

60 Minutes

Optional Dates / Times:

See Schedule

Class Topics:

ü        Company Setup & Preferences (Suppliers, Purchasing)

ü        Review of Suppliers form

ü        Review of Item Default Supplier setup

ü        Creating a Purchase Order (PO) to Buy Stock

ü        Creating a PO for non-stock items and services

ü        Receiving Items on a PO

ü        Back Ordering Items on a PO

ü        Returning Items (Creating RMA’s)

ü        Creating PO’s Automatically

ü        Creating a Batch of PO’s for all Special Order items on 1 Sales Order

ü        Creating a Batch of PO’s for all Special Order items on a batch of Sales Order’s

ü        Creating a Batch of PO’s to Replenish Stock levels, based on Past Sales History data

ü        Creating a Batch of PO’s to Replenish Stock levels, based on Min/Max Levels

ü        Printing / Faxing PO’s 

ü        Review / Questions

Additional Materials:

Recommended For:

All Users

Recommended Prerequisites:

Completion of Pilot 2 Questions & Hands on Practice Scenarios

Approximate Length:

90 Minutes

Optional Dates / Times:

See Schedule

Class Topics:

ü        Quick Review of Summary of Customers & Prospects form

ü        Quick Review of Ways to Open the Customers & Prospects form

ü        Using the Customers & Prospects form

ü        Overview of Features & Tabs

ü        Adding & Managing Contacts

ü        Sending an e-mail with OneSource (& Outlook)

ü        Creating a form letter with OneSource (& Word)

ü        Creating a fax cover with OneSource

ü        Scheduling & Posting Activities

ü        Printing Reports

ü        Overview of the Summary of Activities form

ü        Sorting & Filtering Activities

ü        Viewing Additional Information

ü        Adding new activities

ü        Updating existing activities

ü        Printing Activity reports

ü        Overview of the Suppliers & Vendors form

ü        Overview of the Sales Leads form

ü        Automated Document Management

ü        Review / Questions

Additional Materials:

Recommended For:

Personnel who setup & maintain price levels.

Recommended Prerequisites:

Class 100 & 200, and Completion of Pilot 2 Questions & Hands on Practice Scenarios

Approximate Length:

60 Minutes

Optional Dates / Times:

Class Topics:

ü        Overview of Pricing Methods

ü        Overview of Pricing Types

ü        Discount, Markup, Multiplier

ü        Matrix by Code, Code + Discount

ü        Matrix by Qty

ü        Matrix by Choice

ü        Retail / First Price

ü        Mark-Up by Divisor

ü        Item Pricing – Matrix Pricing

ü        Setting Up Custom Prices for a Single Customer

ü        Setting Up Custom Prices for a Group of Customers

ü        Running a Sale on Items (using Pricing Templates)

ü        Item & Customer Price Maintenance / Updating

ü        Review / Questions

Additional Materials:

Recommended For:

All Users

Recommended Prerequisites:

Class 200 & Completion of Pilot 2 Questions & Hands on Practice Scenarios

Approximate Length:

120 Minutes

Optional Dates / Times:

See Schedule

Class Topics:

ü        Check Price & Availability (form)

ü        Creating & Managing Sales Orders

ü        Simple ways to create a Sales Order: Menu, New Button, Check Price & Availability, Convert Quote, Duplicate Sales Order, Short-Cut Key

ü        Additional ways to create a Sales Order: Automated Sales Order, Recurring Sales Order, Allotment

ü        Creating & Linking Bill To and Ship To Addresses

ü        Viewing Customer credit status, credit hold methods

ü        Creating and using a Cash Customer

ü        Printing a map of the Ship To address

ü        Adding line items

ü        Various ways to find items on the fly

ü        Adding “Special Order” Items

ü        Selling items that are an “assembly” of 2 or more items

ü        Editing assembly items on the fly

ü        Adding “Special Order” Items

ü        Selling items from multiple warehouses (if applicable)

ü        Selling items with multiple styles, colors or lots (if applicable)

ü        Selling items with serial numbers (if applicable)

ü        Viewing numerous details with Quick Display windows

ü        Back Ordering (or overselling) items

ü        Applying a deposit/pre-payment

ü        Creating one or more Purchase Orders (PO’s) from Special Order items on a Sales Orders (or a batch of Sales Orders)

ü        A quick review of additional Sales Order “Functions”

ü        Printing Sales Orders, Picking Tickets, Packing Slips

ü        Scheduling a follow-up call or delivery

ü        Creating an Invoice from a Sales Order

ü        Creating & Managing Quotes (& Estimates)

ü        Ways to create Quotes

ü        How Quotes are different than Sales Orders

ü        A quick review of additional Quote “Functions”

ü        Creating & Managing Invoices

ü        Ways to create Invoices

ü        How Invoices are different than Sales Orders

ü        A quick review of additional Invoice “Functions”

ü        Creating & Managing Credit Memo's

ü        Ways to create Credit Memo's

ü        How Credit Memo's are different than Invoices

ü        A quick review of additional Credit Memo “Functions”

ü        Viewing a Summary of Quotes, Sales Orders, Invoices

ü        Review / Questions

Additional Materials:

Recommended For:

Banking Personnel

Recommended Prerequisites:

Completion of Pilot 3 Questions & Hands on Practice Scenarios

Approximate Length:

60

Optional Dates / Times:

See Schedule

Class Topics:

ü        Company Setup & Preferences (Banking)

ü        Setting Up a New Bank Account

ü        Making an initial Balance Transfer deposit

ü        Entering a single check

ü        Printing a single check

ü        Printing a Batch of AP Bills checks (Review)

ü        Entering deposits

ü        Creating a deposit and deposit slip automatically using the Undeposited Checks form

ü        Creating adjustments (for ATMs, Finance Charges, etc)

ü        View the Check Register form

ü        Using the Check Reconciliation form

ü        Using the Account Reconciliation form (to reconcile credit card accounts, etc)

ü        Setting up Recurring Payments

ü        Printing Banking reports

ü        Review / Questions

Additional Materials:

Recommended For:

Accounting & Accounts Receivable Personnel

Recommended Prerequisites:

200 & 220 are both helpful but not required. Completion of Pilot 3 Questions & Hands on Practice Scenarios

Approximate Length:

90 Minutes

Optional Dates / Times:

See Schedule

Class Topics:

ü        Review of the differences between Sales Orders and Invoices

ü        Creating an Invoice from a single Sales Order

ü        Creating Back-Orders for partially shipped Sales Orders

ü        Creating a batch of Sales Orders using the Batch Create Invoices form

ü        Receiving Pre-Payments on Sales Orders (Review)

ü        Receiving Payment on an Invoice directly

ü        Receiving Payments using the Receive Payments form

ü        Creating a Credit Memo for items to be returned to stock

ü        Creating a Credit Memo for items to be returned to the supplier

ü        Applying Credit Memo’s to a Customer Accounting using the Receive Payments form

ü        Printing Statements

ü        Creating Finance Charge Invoices

ü        Creating collection letters

ü        Printing AR Aging Reports

ü        Setting up payment terms (Company Setup)

ü        Assigning terms to Customers

ü        Review of the 3 Credit Hold types. (COD, Credit Hold, Admin Credit Hold)

ü        Tracking collection call notes & activities

ü        Review of Supplier setup information (understanding the difference between a Supplier and a Vendor in OneSource)

ü        Entering a new Bill using the Enter Bills form

ü        Creating a Bill from a Purchase Order record (using the Enter Bills form)

ü        Creating a Debit Memo for a Supplier (using the Enter Bills form)

ü        Paying one or more Bills for a single supplier (using Cash, a Credit Card or Check) using the Pay Bills – One Supplier form

ü        Paying a batch of Bills for multiple suppliers (using the Pay Bills Multiple Suppliers Form)

ü        Printing one check

ü        Printing a batch of checks

ü        Printing AP Aging Reports

ü        Commission Options

ü        Commissions Matrix Set-up

ü        Commission Reconciliation

ü        Review / Questions

Additional Materials:

Recommended For:

Accounting & Accounts Payable Personnel

Recommended Prerequisites:

Class 300, Class 310, Completion of Pilot 3 Questions & Hands on Practice Scenarios

Approximate Length:

60 Minutes

Optional Dates / Times: