All staff to complete training by:  11th December 2021

Hydraquip Go Live Date:  4th January 2021

Stock Control Process

SCP 1 – Creating Special Products in IQ Formerly ZZ parts in V line

  • Special Product set up for “One time Sales”
  • Use Supplier & Customer account number and your initials
  • Search by Supplier or Customer account for History 4) How to get an item deleted if set up incorrectly

SCP 2 – Single Line Branch Stock Transfer

  • Key Points
  • From Depot to Van
  • No Negative Stock Option
  • Reasons for Transfer
  • Opening Stock Quantity from V Line

SCP 3 – Branch Multi Item Stock Transfer

  • Requesting Stock Central Warehouse
  • Still use Email and Verbal communication
  • What happens when insufficient Stock
  • See Inbound and Outbound Requests

SCP 4 – Incoming and Outgoing Branch Stock Transfer Requests

  • Requesting Stock Central Warehouse
  • Still use Email and Verbal communication
  • What happens when insufficient Stock
  • See Inbound and Outbound Requests

SCP 5 – Sending and Receiving Branch Stock Transfer

  • Delivery Methods and Tracking Numbers
  • Adjusting Delivered Quantity and advice Reason (Writeoffs)
  • Incoming Delivery to the Branch
  • Shortages and Exceptions

Creating a BOM / Assembly Product

  • Start Part Number with ASS-{Customer Account Code}-{1234}
  • Simple Rule – Top Line is a search bar
  • Stock Adjustment Rule – Use Product
  • Make a Note of Cost Price

Useful Info & Training Documents

Keyboard Shortcuts

F8 – Drill down When on a Button/Lookup Edit pressing F8 shows the selected object.
F8 When viewing an object like a customer this will show the list of available smart parts to allow for quick selection using the keyboard
F12  Instant Access Menu