Manage Materials A21-ANKU
CreditsNone
Estimated Length: 1 hour(s) and 55 minute(s)
Overview
  • Overview
  • Resources
Description
Take Off Templates E1009-AN00 topics covered: 
  • Create take off template groups
  • Create take off templates
  • Add materials, labour and service fees
  • Add take off templates to a quote
 
Create a Storage Device E1018-AN00 topics covered: 
  • Create a storage device
  • Set default storage device
  • Storage device options
  • Assign a storage device to an employee.
 
Restock a Storage Device E1123-AN00 topics covered: 
  • Restock a storage device from: 
  • Purchase orders
  • Supplier quotes
  • Other storage devices
  • Set minimum and restock levels
  • Receive alerts for low stock levels
 
Stocktakes and Stock Adjustments E1125-AN00 topics covered:
  • View stock adjustments and stocktakes
  • Perform a stock adjustment
  • Perform a stocktake
  • Approve stock adjustments and stocktakes.
 
Transfer Stock E1122-AN00 topics covered: 
  • Transferring stock Overview
  • Transfer stock between storage devices
  • Transfer stock to multiple storage devices
  • Transfer stock from within a storage device.

 

Manage Project Stock R0146-AN00 topics covered
  • Stock management
  • Create supplier quotes
  • Purchase orders

 

Catalogue Management E0157-ANKU topics covered:

  • Catalogue management
  • Search the catalogue
  • Manage groups and subgroups
  • Manage catalogue items
  • Duplicate catalogue items report
  • Export catalogue items

 

One-off Items E0156-ANKU topics covered:

  • One off items
  • Create one off items
  • Order one off items
  • One off items in stock
Modules
Take Off Templates E1009-AN00
Content Types:
This material will help you understand how to build a collection of materials and labour that can be easily reused on a range of quotes and jobs.
Create a Storage Device E1018-AN00
Content Types:
This material will help you understand how to create a storage device to house your stock.
Restock a Storage Device E1123-AN00
Content Types:
This material covers how to restock a storage device in simPRO to keep on top of your in stock items.
Stocktakes and Stock Adjustments E1125-AN00
Content Types:
This material covers how to create and manage stock takes and when to use a stock adjustment.
Transfer Stock E1122-AN00
Content Types:
This material covers how to transfer stock between storage devices in simPRO
Manage Project Stock R0146-AN00
Content Types:
This material covers how to manage stock in your projects.
Catalogue Management E0157-ANKU
Content Types:
This material will help you understand how to manage your catalogue so that it's organised for estimating and ordering.
One-off Items E0156-ANKU
Content Types:
This material will help you understand how to create custom, one-off item for quote and jobs.