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END USER Training Outline

June 29, 2023 General:

  • The purpose of this document is to layout training topics/modules to be delivered to senior trainers and senior end users.
  • UAT sessions will occur prior to these sessions and focus largely on modifications and impacted core processes.
  • To the greatest degree possible, UAT sessions will involve department managers and senior managers who will also be used as senior trainers.
  • The training topic/modules outline is intended to cover Smartforms, Accounting and POS processes from beginning to end and to allow, to the greatest extent that is possible, current processes and procedures to be translated to and picked up by new processes and procedures.
  • A detail spreadsheet has been created and will continue to be developed that identifies specific tasks, e.g., Account-Generate a check run.
  • Below is intended to be a higher-level summarization of the training topics for the purpose of organizing training sessions and participants. Modules:
  • Accounting
    • General ledger and general accounting
    • Financial statements and Multidev reporting
    • Sales audit
    • Accounts payable
      • Third Party Repair Vendors
    • Human resources/payroll
  • Merchandising
    • Product creation
      • Manual
      • Vendor import tool
        • Spreadsheet
        • Third-party, e.g., vendor feeds like QGold.
    • Purchasing, manual and automated, i.e., Min/Max
    • Product allocation, manual and automated, i.e., Min/Max
    • Pricing, UPLs and rules engine
  • Distribution
    • Receiving
    • Product allocation, manual and automated, i.e., Min/Max
    • Distribution
    • Returns
    • Shipping
  • Point of Sale
    • General POS training
    • Third Party Repair Vendors
  • General System Administration
    • System shutdown/startup
    • Services and log monitoring