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MTS #01 – Introduction to the Management Training Series

SMARTSystem Management Training Series
Training Session #1 – INTRODUCTION

Purpose:  This Management Training Series (MTS) will provide a working knowledge of daily operational functions in the SMARTSystem.

Training Overview:

  • The Management Training Series is designed for management and senior staff to gain a full operational view of the SMARTSystem from data maintenance, to purchase order processing, to sales order processing and other key functions.
  • These should be scheduled 3 to 4 days per week for a 3 or 4-week period.  It is recommended to schedule a minimum of 45-60 minutes per day, 3 days per week, preferably at the same time each day. There are at least 12 training sessions to cover these operational functions.
  • We welcome questions. Depending on the questions and discussions each training session is designed to last approximately one hour.
  • A document has been prepared for each training session and they will be sent to you a day before the training session is scheduled. 
  • The purpose of the training document is for each attendee to:
    • To follow along during the training session
    • Make notes on the document for questions and personal use
    • Keep the document for their own personal reference in a file or notebook

Pre-requisites to Management Training:

  • The software is installed and operational.
  • Your Data  has been imported and verified for:
    • Customers
    • Vendors and
    • Inventory Items
  • By the 7th training session your Accounting System needs to be installed and operational.
  • The SMARTSystem Import Tool transfers data from the SMARTSystem to your accounting program.  This Import Tool should be run to import your SMARTSystem customers and vendors into the accounting system (if needed) and to configure the import tool for daily use. The Import Tool is usually installed on an accounting PC.

Outline of Management Training Sessions:

  1. Introduction
  2. Menus, Staff  Entry and Security
  3. Customer/Vendor Maintenance
  4. Inventory Maintenance
    1. Inventory Maintenance
    2. Inventory Quantity Hold Options
    3. Inventory Transfers
    4. Optional: Inventory Weighted Average Costs
    5. Internal Inventory Transfers
    6. Optional: Inventory Setup to Credits
  5. Sales Processing
    1. Sales Order Processing
    2. POS Sales Order Processing
    3. Optional: Sales Line Hold Processing
    4. Sales Standing Orders Processing
    5. Sales Order Processing for Staff
  6. Purchase Order Processing
    1. Purchase Order Processing
    2. Purchase Order Processing Continued
    3. PO Standing Orders
    4. Box Rate Based Landed Costs Setup
  7. Inventory Reconciliation
    1. Inventory Reconciliation
    2. Physical Inventory using  Laptop or Tablet
  8. Inventory Pricing
  9. Warehouse Order Management
  10.  Pre-Book Allocations
  11.  End-of-Day Processing
    1. EOD Processing Procedures
    2. EOD Checklist
  12.  Inventory Pictures
  13.  System Operations and Support
  14.  Physical Inventory
  15.  Driver Check-in for Stand-alone Laptops on Trucks
  16.  Go Live Event Checklist
  17.  Quick Books Reference
  1. Quick Books Employee Name Setup

18. Gower Packing and Shipping Configurations

19. Appendix 1-System Control Options Define

20. Appendix 2-System Control Sales Options Defined

21. Glossary

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