Course Aims:

• Delegates will build on current knowledge of Batch Controller, learning more advanced features and extend their knowledge of the product.

Prerequisites:

• A good understanding of the Windows environment is essential. Knowledge of basic Job Controller features is also required.

After this course you will be able to...

• ...use the product more effectively, utilising the features highlighted below:

Course content:

• Basic concepts of Batch Controller
• Installing, Running and Registering Batch Controller.
• Setting up Batch Controller.
• What is a Bill of Materials Preferences.
• Manufacturing Operations.
• Creating, Amending, Deleting, Copying and Costing Bill of Materials.
• Using, Adding and Amending Production Planning.
• The Scan Sales Orders.
• Creating Works Orders.
• Works Order Preferences, Adding, Amending, Costing and Finding works Order .
• Good Received Note Preference, Window and Received Details.
• Adjusting, Finding, Transferring and Labels Good Received Notes.
• Adding, Amending and Report Drawing Register.
• Certificates of Conformity and additional facilities.

Course Aims:

• To introduce all of the key features of Job Controller, running in a network environment or single PC environment

Prerequisites:

• A good understanding of the Windows environment is essential. No prior knowledge of Job Controller is required.

After this course you will be able to...

• ...to use the product to manage client contact effectively.

Course content:

• Basic concepts of Job Controller
• Installing, Running and Registering Job Controller.
• Setting up Job Controller.
• Creating and Using an Estimate.
• Turning an Estimate into a Job.
• Working with Jobs and Complete.
• Adding and Amending a Labour Process.
• The Machine Register, Amending a Machine Record and Report.
• The Operations Register, Amending Operations Details and Reports.
• Adding and Amending an Expensive Type.
• Certificates of Conformity, Enter or amend one of this.
• The Employees, Adding or Amending an Employee.
• Using the Labour Categories.
• Adding Accessing Facilities from Job Controller.

Calendar & Activity Management

• Manage schedules and keep track of activities and events for multiple users
• Track phone calls, meetings, to-dos, events and literature requests
• Schedule international activities and display dates and times in users' local regions
• Record completed activities automatically within customer records

Advanced Outlook Integration

• Manage contacts, e-mail and calendars using Microsoft Outlook within SalesLogix
• Share contact information between Outlook and SalesLogix address books
• Send e-mail and attachments using Outlook and record to SalesLogix activity history
• Check availability and send meeting requests using Outlook within SalesLogix

Sales Processes

• Drive opportunities to a close and improve forecasting using standardized sales processes
• Define stages and steps and assign objectives, activities, results and close probability
• Launch activities such as literature requests, e-mails, proposals or custom forms
• Assign unique processes based on product line, deal size, territory or lead type

Course Aims:

• Delegates will be users who are responsible for the ongoing management of a Sage 50 Manufacturing Controller installation.

Prerequisites:

• Delegates must have good general PC and Windows experience, and must also be experienced users of Job Controller and Batch Controller.

After this course you will be able to...

• ...be aware of both procedural and technical aspects affecting the installation, and how to ensure that data integrity is maintained.

Course content:

• Installing and Configuring Sage 50 Manufacturing.
• Bill of Materials Preferences.
• Manufacturing Operations.
• Creating, Amending, Deleting, Costing and Copying Bill of Materials.
• The Trial Kitting Wizard.
• Building an Estimate.
• Creating, Amending, Deleting, Re-Costing, Printing and Copying an Estimate.
• Turning an Estimate into a Works Order, Converting and Cancelling an Estimate.
• Using Production Planning.
• Adding and Amending a Production Plan.
• The Scan Sales Orders Wizard.
• The Scan Estimate Wizard.
• The Scan Minimum Levels Wizard.
• Production and Working with a Schedule, Stock Forecasting.
• Works Order Preferences, Window and Add a Batch Works Order.
• Adding and Amending One-Off works Order.
• Complete different kinds of Works Orders.
• he Expense Types Windows.