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Fourth U: Inventory Course Options
This article outlines the learning objectives of each Inventory course available from Fourth University. Use this guide to discover which courses suit your current needs!
If you would like to request training, please contact your Fourth account manager and quote the course name(s) for the training you are interested in receiving; for example, "UK | Inventory | with Invoice Matching".
Available Courses
UK Inventory
UK Inventory
What's Included?
You will learn:
Placing an Order
Manually inputting orders
Receiving deliveries
Invoice Matching
Creating a site transfer
Wastage transfers
Cash Purchases
Supplier returns
Entering a stock count
Closing a stock period
Stock reconciliation report – Approving a stock period
Management Figures
About the different ordering methods available
How to print an order sheet
How to create and place an order
What manually input orders are and how to input them
Understanding receiving deliveries
How to correctly receive a delivery in Inventory
How invoice matching works
Understanding site transfers and how to enter a site transfer
Understanding wastage transfers and how to enter a wastage transfer
Understanding cash purchases and how to enter a cash purchase
Understanding supplier returns and how to create them
Understanding and entering stock counts
Understanding the steps taken to check information before closing a stock period
How to close a stock period
Understanding the stock reconciliation report
Running a stock reconciliation report
Approving the stock period
Understanding the management figures report
UK Inventory | with Invoice Matching
What's Included?
You will learn:
Placing an Order
Manually inputting orders
Receiving deliveries
Invoice Matching
Creating a site transfer
Wastage transfers
Cash Purchases
Supplier returns
Entering a stock count
Closing a stock period
Stock reconciliation report – Approving a stock period
Management Figures
Counting App
Ordering App
Receiving App
About the different ordering methods available
How to print an order sheet
How to create and place an order
What manually input orders are and how to input them
Understanding receiving deliveries
How to correctly receive a delivery in Inventory
How invoice matching works
Understanding site transfers and how to enter a site transfer
Understanding wastage transfers and how to enter a wastage transfer
Understanding cash purchases and how to enter a cash purchase
Understanding supplier returns and how to create them
Understanding and entering stock counts
Understanding the steps taken to check information before closing a stock period
How to close a stock period
Understanding the stock reconciliation report
Running a stock reconciliation report
Approving the stock period
Understanding the management figures report
Counting App:
Accessing the app
Location data load
Creating and managing areas
Adding items to areas
Searching for items
Filtering items
Counting items
Submit and update areas
Period to period
Period status
Ordering App:
Accessing the app
Ordering by name, category, supplier
Adding products to the basket
Gallery view vs. List view
Market lists
Completing an order
Receiving App:
Accessing the app
Delivery list for location
Searching for deliveries
Searching and sorting delivery lines
Adding a delivery note reference to a delivery
Accepting/editing/rejecting lines, accepting/rejecting unchanged lines
Adding new lines (incl. Manually)
Submitting a delivery
UK Inventory | with Invoice Matching | Including Apps
What's Included?
You will learn:
Placing an Order
Manually inputting orders
Receiving deliveries
Creating a site transfer
Wastage transfers
Supplier returns
Entering a stock count
Closing a stock period
Stock reconciliation report – Approving a stock period
Management Figures
About the different ordering methods available
How to print an order sheet
How to create and place and order
What manually input orders are and how to input them
Understanding receiving deliveries
How to correctly receive a delivery in Inventory
Understanding site transfers and how to enter a site transfer
Understanding wastage transfers and how to enter a wastage transfer
Understanding supplier returns and how to create them
Understanding and entering stock counts
Understanding the steps taken to check information before closing a stock period
How to close a stock period
Understanding the stock reconciliation report
Running a stock reconciliation report
Approving the stock period
Understanding the management figures report
UK Inventory | without Invoice Matching | Including Apps
What's Included?
You will learn:
Placing an Order
Manually Inputting Orders
Receiving Deliveries
Creating a site transfer
Wastage transfers
Supplier Returns
Entering a stock count
Closing a stock period
Stock reconciliation report – Approving a stock period
Management Figures
Cash Purchases
Ordering App
Receiving App
Counting App
About the different ordering methods available
How to print an order sheet
How to create and place and order
What manually input orders are and how to input them
Understanding receiving deliveries
How to correctly receive a delivery in Inventory
Understanding site transfers and how to enter a site transfer
Understanding wastage transfers and how to enter a wastage transfer
Understanding cash purchases and how to enter a cash purchase
Understanding supplier returns and how to create them
Understanding and entering stock counts
Understanding the steps taken to check information before closing a stock period
How to close a stock period
Understanding the stock reconciliation report
Running a stock reconciliation report
Approving the stock period
Understanding the management figures report
Counting App:
Accessing the app
Location data load
Creating and managing areas
Adding items to areas
Searching for items
Filtering items
Counting items
Submit and update areas
Period to period
Period status
Ordering App:
Accessing the app
Ordering by name, category, supplier
Adding products to the basket
Gallery view vs. List view
Market lists
Completing an order
Receiving App:
Accessing the app
Delivery list for location
Searching for deliveries
Searching and sorting delivery lines
Adding a delivery note reference to a delivery
Accepting/editing/rejecting lines, accepting/rejecting unchanged lines
Adding new lines (incl. Manually)
Submitting a delivery
US Inventory
US Inventory | with Invoice Matching | Including Apps
What's Included?
You will learn:
Placing an Order
Manually Inputting Orders
Receiving Deliveries
Creating a Site Transfer
Wastage Transfers
Supplier Returns
Entering a Stock Count
Closing a Stock Period
Stock Recon Reporting – Approving a stock period
Management Figures
Counting App US
Ordering App US
Receiving App US
About the different ordering methods available
How to print an order sheet
How to create and place and order
What manually input orders are and how to input them
Understanding receiving deliveries
How to correctly receive a delivery in Inventory
Understanding site transfers and how to enter a site transfer
Understanding wastage transfers and how to enter a wastage transfer
Understanding supplier returns and how to create them
Understanding and entering stock counts
Understanding the steps taken to check information before closing a stock period
How to close a stock period
Understanding the stock reconciliation report
Running a stock reconciliation report
Approving the stock period
Understanding the management figures report
Counting App:
Application Launch and Selecting Location
Location data load
Creating and managing areas
Adding items to areas
Searching for items
Filtering items
Counting items
Submit and update areas
Period to period
Period status
Ordering App:
Accessing the app
Ordering by name, category, supplier
Adding products to the basket
Gallery view vs. List view
Market lists
Completing an order
Receiving App:
Accessing the app
Delivery list for location
Searching for deliveries
Searching and sorting delivery lines
Adding a delivery note reference to a delivery
Accepting/editing/rejecting lines, accepting/rejecting unchanged lines
Adding new lines (incl. Manually)
Submitting a delivery
US Inventory | without Invoice Matching | Cash Purchases
What's Included?
You will learn:
Placing an Order
Manually Inputting Orders
Receiving Deliveries
Creating a Site Transfer
Wastage Transfers
Supplier Returns
Entering a Stock Count
Closing a Stock Period
Stock Recon Reporting – Approving a stock period
Management Figures
Cash Purchases
Counting App US
Ordering App US
Receiving App US
About the different ordering methods available
How to print an order sheet
How to create and place and order
What manually input orders are and how to input them
Understanding receiving deliveries
How to correctly receive a delivery in Inventory
Understanding site transfers and how to enter a site transfer
Understanding wastage transfers and how to enter a wastage transfer
Understanding supplier returns and how to create them
Understanding and entering stock counts
Understanding the steps taken to check information before closing a stock period
How to close a stock period
Understanding the stock reconciliation report
Running a stock reconciliation report
Approving the stock period
Understanding the management figures report
Understanding cash purchases and how to enter them
Counting App:
Application Launch and Selecting Location
Location data load
Creating and managing areas
Adding items to areas
Searching for items
Filtering items
Counting items
Submit and update areas
Period to period
Period status
Ordering App:
Accessing the app
Ordering by name, category, supplier
Adding products to the basket
Gallery view vs. List view
Market lists
Completing an order
Receiving App:
Accessing the app
Delivery list for location
Searching for deliveries
Searching and sorting delivery lines
Adding a delivery note reference to a delivery
Accepting/editing/rejecting lines, accepting/rejecting unchanged lines
Adding new lines (incl. Manually)
Submitting a delivery
US Inventory | without Invoice Matching | Including Apps
What's Included?
You will learn:
Placing an Order
Manually Inputting Orders
Receiving Deliveries
Creating a Site Transfer
Wastage Transfers
Supplier Returns
Entering a Stock Count
Closing a Stock Period
Stock Recon Reporting – Approving a stock period
Management Figures
Counting App US
Ordering App US
Receiving App US
About the different ordering methods available
How to print an order sheet
How to create and place and order
What manually input orders are and how to input them
Understanding receiving deliveries
How to correctly receive a delivery in Inventory
Understanding site transfers and how to enter a site transfer
Understanding wastage transfers and how to enter a wastage transfer
Understanding supplier returns and how to create them
Understanding and entering stock counts
Understanding the steps taken to check information before closing a stock period
How to close a stock period
Understanding the stock reconciliation report
Running a stock reconciliation report
Approving the stock period
Understanding the management figures report
Counting App:
Application Launch and Selecting Location
Location data load
Creating and managing areas
Adding items to areas
Searching for items
Filtering items
Counting items
Submit and update areas
Period to period
Period status
Ordering App:
Accessing the app
Ordering by name, category, supplier
Adding products to the basket
Gallery view vs. List view
Market lists
Completing an order
Receiving App:
Accessing the app
Delivery list for a location
Searching for deliveries
Searching and sorting delivery lines
Adding a delivery note reference to a delivery
Accepting/editing/rejecting lines, accepting/rejecting unchanged lines
Adding new lines (incl. Manually)
Submitting a delivery
US Inventory | Mobile Apps
What's Included?
You will learn:
Counting App US
Ordering App US
Receiving App US
Counting App:
Application Launch and Selecting Location
Location data load
Creating and managing areas
Adding items to areas
Searching for items
Filtering items
Counting items
Submit and update areas
Period to period
Period status
Ordering App:
Accessing the app
Ordering by name, category, supplier
Adding products to the basket
Gallery view vs. List view
Market lists
Completing an order
Receiving App:
Accessing the app
Delivery list for a location
Searching for deliveries
Searching and sorting delivery lines
Adding a delivery note reference to a delivery
Accepting/editing/rejecting lines, accepting/rejecting unchanged lines
Adding new lines (incl. Manually)
Submitting a delivery
Additional Courses
Inventario | Espa ñ ol
What's Included?
You will learn:
Hacer un pedido
Ingresar Pedido Manualmente
Recepción de entregas
Crear un traslado entre locales
Compras en efectivo
Transferencias de desperdicios
Devlouciones al proveedor
Ingresar un conteo de existencias
Cierre de períodos de Inventario
Informe de Conciliacion de Existencias y Aprobacion de un Periodo de Existencias
Cifrras de Gestion
Entendiendo los diferentes métodos disponibles para hacer pedidos
Cómo imprimir una hoja de pedido
Cómo crear un pedido
Cómo hacer un pedido
Entender el Ingreso Manual de Pedidos
Cómo Ingresar un Pedido de forma Manual
Comprensión de la recepción de entregas
Cómo recibir correctamente una entrega en el Inventario
Entender los Traslados entre Locales
Aprender a crear un Traslado entre Locales en el Inventario
Entender las Compras en Efectivo
Aprender a ingresar una Compra en Efectivo al Inventario
Comprender las transferencias de desperdicios.
Cómo crear una transferencia de desperdicios.
Comprender las devoluciones al proveedor
Cómo crear una devolución al proveedor
Entender el conteo de existencias
Como ingresar un conteo de existencias en el inventario
Entender los pasos necesarios para verificar información antes de Cerrar Períodos de Inventario
Cómo Cerrar Períodos de Inventario
Comprender el informe de conciliación del Inventario
Generar un informe de conciliación del inventario en el sistema
Aprobar el Inventario
Entender el Informe de Cifras de Gestión
Inventory Management | Menu Cycles
What's Included?
You will learn:
Menu Cycles – Overview
Menu Cycles – Planning & Post Production
What the menu cycles application is and what it enables you to do
How to access menu cycles
What you will see once logged in
Viewing and editing a menu cycle
Logging in as a central user
Planning meal periods
Entering post=production values
What reports are available and where to access these
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