Certified Inventory Manager - Explorer

Curriculum

Inventory Setup

• Set up vendors

• Enable inventory tracking for equipment and material

• Set up vendor list and primary vendor for pricebook items

• Add equipment to your pricebook

• Create and edit inventory templates

• Set up purchase order types

• Set up and use Bin Tracking

• Inventory and Purchasing Configurations

Inventory Tracking

• Inventory transfers overview

• Inventory Items

Locations and Item Overview Page

• Inventory Locations

Adjustments and Transfers

• Create, edit, and copy inventory adjustments

• Adjustments overview

• Inventory item transfer workflow

• Create, edit, and copy inventory transfers

Serial Number Tracking

• Edit serial numbers in your pricebook

• Identify and serialize inventory

• Get started with serialized inventory

• Create purchase orders

• Inventory item transfer workflow

• Create and complete a return

Inventory Counts

• Inventory counts

• Create beginning inventory counts

• Create cycle counts

• Complete inventory counts

• Schedule recurring counts

• Copy inventory counts