• Before You Start...
  • Taking Ownership of the System
  • The Importance of Accuracy
  • Definition of Terms and Review of Calculations
  • Purchasing Types
  • Replenishment Paths
  • Review of System Controls
    • Global Controls
    • Product Line Controls
    • Product Level Controls
  • Costing
    • The Importance of Correct Costs
    • Cost Updates
• Getting Started... (using selected Product Lines)
  • Setting up Product Lines
  • Assigning Purchase Types and Replenishment Paths
  • Demand Cleansing
  • Forecasting
  • Purchasing Reports
  • Generating Purchase Orders
    • Manual Entry
    • From Purchasing Reports
• Branch Replenishment
  • Concepts
    • How Much to Stock at the Branches
    • To Push or To Pull?
  • Setting the Controls
  • Procedures
    • Suggested Transfers Report
    • Transfer Generation
    • Shipping and Receiving
    • Resolving Discrepancies
• Monthly Procedures
• Ranking
  • When to Rank
  • Demand or Dollars?
  • Global Ranking
  • Ranking a Single Line
• Inquiries
• Backorder Fulfillment
• Security
• Policies and Procedures
• Future Orders
• Physical Inventory
• Cycle Counting
  • Proactive or Reactive
  • How Much to Count
  • Selecting Products to Count

Optional Topics (where time and sysem capabilities permit)

• Average Costing
• GMROI Reporting
• Generic Products
• Lot Control
• Assembly Processing
• Return Goods