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CUBE Inventory Management

PART IV: Inventory Operations, Automation, and System Integrations

About This Program

This course is part of the CUBE Inventory Full Training Program, designed to help you master every stage of the inventory management using the CUBE platform.

The full training consists of seven parts. While each part can be taken individually, we highly recommend completing all five to ensure a complete understanding of the platform and unlock the full potential of CUBE.

Each session includes:

• Self-paced video resources
• One-on-one coaching with a CUBE Expert Coach
• Hands-on practice using your own projects or sample files

Start with the part that fits your current needs—or follow the full program from beginning to end for the most impactful learning experience.

Course Curriculum

Session 8 – Inventory On Hand and Inventory Log

Code: INV-08

Goal: Monitor and optimize inventory stock levels.

  • Viewing and managing on-hand inventory
  • Adding/removing inventory manually and via bulk imports
  • Using the inventory log for transaction auditing
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Session 9 – Transfer Orders and Location Management

Code: INV-09

Goal: Master inventory logistics between locations.

  • Creating and managing inventory transfer orders
  • Setting up Location Groups and Locations (Warehouse, Fleet, Project)
  • Best practices for allowing/denying receipts at locations
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Session 10 – Reconciliation and Invoice Matching

Code: INV-10

Goal: Achieve financial accuracy through inventory reconciliation.

  • Reconciling received goods with invoices
  • Managing cost variations (freight, taxes, etc.)
  • Undoing reconciliations if needed
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Session 11 – Utilizing the Inventory Watch List

Code: INV-11

Goal: Proactively manage inventory shortages and alerts.

  • Setting minimum thresholds for parts
  • Monitoring stock alerts across locations
  • Maintaining healthy stock levels
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Session 12 – Mobile App Operations and Barcode Management

Code: INV-12

Goal: Operate CUBE inventory processes remotely and with speed.

  • Mobile app navigation and features
  • Mobile barcode scanning for fast inventory updates
  • Managing inventory on the go
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Session 13 – Alps Integration for Seamless Procurement

Code: INV-13

Goal: Automate procurement using Alps and CUBE integration.

  • Importing parts and pricing directly from Alps
  • Creating Alps-synced Purchase Orders
  • Sending electronic POs to Alps for fulfillment
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