Training Curriculum for CUBE Inventory
Session 1: Introduction to CUBE Inventory Module
Overview of CUBE Inventory Module components.
The video introduces the Inventory Module and its diverse functions. Users access it in the menu for various capabilities. Features include Vendor Management, controlling details and evaluations. Managing Parts categorizes and updates component data. Materials Requests simplify acquiring project-specific materials. Purchase Orders manage vendor transactions. Receiving and Checking In handles delivery discrepancies. Shipping Management oversees transportation. Handling Returns (RMA) efficiently manages returns. Inventory Management shows stock and usage. Reporting and Insights inform decisions. The CUBE Mobile App and Mobile Scanning Tool provide on-the-go control. These enhance vendor ties, optimize accuracy, and ensure smooth logistics
Session 2: Working with the Vendor Sub Module
Understanding the Vendor Module.
The vendor page offers a grid layout to manage vendor relationships efficiently. It displays essential details like vendor ID, name, contact info, and activity status. You can quickly add a new vendor using the "New Vendor" button and edit existing vendor info for easy updates. This setup streamlines vendor interaction and management.
Overview of the Workflow in the Inventory.
Welcome to our training video on streamlining estimate and service request workflows. Learn how to create estimates, identify parts, select vendors, generate purchase orders, manage procurement, execute projects, handle shipping, and manage returns effectively. Master a comprehensive workflow for seamless project initiation, execution, and parts management with clear vendor communication.
Session 3: Working with the Parts Sub Module
Deep Dive into the Purchase Order Page
The training video emphasizes the Purchase Order page's role as a central hub in Cube for efficient procurement management. Accessible through the "Inventory" menu, it provides a clear list of pending purchase orders, organized by sections. The page displays order statuses, unique PO numbers, vendor details, creation dates, and financial insights. It also features alarms for alerts and facilitates detailed order editing. This streamlined layout enhances procurement data management within the Cube system..
Session 5: Working with the Purchase Sub Module
Deep Dive into the Purchase Order Page
The training video emphasizes the Purchase Order page's role as a central hub in Cube for efficient procurement management. Accessible through the "Inventory" menu, it provides a clear list of pending purchase orders, organized by sections. The page displays order statuses, unique PO numbers, vendor details, creation dates, and financial insights. It also features alarms for alerts and facilitates detailed order editing. This streamlined layout enhances procurement data management within the Cube system..
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