PENTAGON2000 Software, Inc.

 

Materials Management Training Agenda

 

This training day will be dedicated to Materials Management. We will cover all the transactions necessary to complete buying and selling of Parts and Services, as well as managing inventory.

 

Modules and functionality to be covered during the day:

 

1)    Inventory

a)    Searching parts various methods

b)    Part Number Details

c)    Serialization and Lot Control

d)    Concept of Warehouse Locations

e)    Inventory updates

f)     Alternate parts (Cross Reference parts)

g)    History

h)   Pricing and price tables

i)     Bill Of Materials

j)      Imaging and Multimedia

k)    Physical Count

 

2)    Customers

a)    Customer File

b)    Customer defaults

c)    Contact management

d)    Ship to, Bill to, Remit to

e)    CRM Capabilities

f)     Financial Data

g)    Performance & Surveys

 

3)    Vendors

a)    Vendor File

b)    Vendor defaults

c)    Contact management

d)    Ship to, Bill to, Remit to

e)    CRM Capabilities

f)     Financial Data

g)    Vendor categories, dealers and approved manufacturers

h)   Performance & Surveys

 

 

 

4)    Quotes

a)    Entering quotes

b)    Various line types

c)    Phone order quotes

d)    Importing parts list from a file

e)    Quantity/delivery breakdowns

f)     Print quote work sheet

 

5)    Requests for Quotes (RFQS)

a)    Sourcing Parts

b)    Various methods of generating Requests for Quotes

 

6)    Sales Orders

a)    Entering sales orders

b)    Converting from other documents

c)    Entering delivery breakdowns

d)    Expediting

 

7)    Purchase Orders

a)    Entering purchase orders

b)    Converting from other documents

c)    Expediting

 

8)    Pick Tickets

a)    Generating Pick Tickets

b)    Multi Sales Order pick tickets

c)    Packing slips

d)    Packages and boxes

e)    Various certificates

 

9)    Receivers

a)    Create Receivers and Inspection forms

b)    Inspection procedures

c)    Stock updating

 

10) Sales Invoices

a)    Generate Sales Orders invoice

b)    Generate Miscellaneous Invoice

 

11) Purchase Invoices

a)    Generate Receiver Invoice

b)    Generate Miscellaneous Invoice

 

12) Return Materials Authorization (RMA)

a)    Generate Return Material Authorization forms

b)    Different types of RMA

c)    RMA Procedures

 

13) Claims

a)    Generate Claims and Non Conforming Material Report forms

b)    Different types of Claims

c)    Claim Procedures

 

14) Reports

a)    Inventory reports

b)    Sales Reports

c)    Purchasing Reports

d)    Management reports

 

Following is the training days schedule.

 

Please note that the schedule includes sufficient instructor led, hands-on practice sessions

 

TRAINING AGENDA:

 

 

09:30 10:30: General introduction of Pentagon 2000 concept (instructor)

 

10:00 10:15: Break

 

10:15 12:00: Presentation of Pentagon 2000SQL, running thru the entire sales cycle

(instructor)

 

12:00 13:00: Lunch Break (will be provided)

 

13:00 15:00: Hands on practice on individual workstations (users)

 

15:00 15:15: Break

 

15:15 16:00: Hands on practice on individual workstations (users)

 

16:00 16:30: Wrap up session, Questions and answers (instructor)