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Item Sites — Part 1

Get started learning how to set up item sites. Learn about settings for manufactured items, settings for purchased items, marking items sold, inventory control methods, cost categories, planner codes, and costing methods.


Item Sites — Part 2

Begin to understand how item site settings impact lot/serial and the scheduling systems. Learn about lot/serial control, constraint management, stock buffers, reorder levels, ABC codes, cycle count frequencies, and event fences.


Item Sites — Part 3

Begin to explore multiple location control (MLC) settings on the item site. Learn also about configuration options for purchase orders, sales orders, and drop shipping.


Item Sites — Part 4

Dive deeper into location and lot/serial control. Topics covered include distributing inventory, tracking inventory transactions in the ledger, miscellaneous adjustments, positive and negative quantity on hand (QOH), and location/lot/serial detail.


Item Sites — Part 5

Explore item site parameters related to the planning systems. Learn about MRP and MPS algorithms, order parameters, reorder levels, reorder level, min/max order quantities, order up to levels, safety stock, lead times, grouping, and planned transfer orders.


User Preferences - Part 1

Learn about user roles, “free-floating” vs. “inside the desktop” windows, alternating row colors, ignoring translation errors, spell check, idle timeouts, preferred sites, text editing options, default ellipses actions, and menu preferences.


User Preferences — Part 2

Learn how to configure user preferences to create shortcuts and reminders. Video also discusses hot keys, events, alarms, password maintenance, and script debugging.


User Preferences - Part 3

Explore more details related to user and employee preferences. Learn how to create employees, maintain roles, and rescan privileges.