123 Insight Ltd run training courses each month. Each course is 1-day, with online courses split over two half days.
Creation and maintenance of customers, price lists, quotations and sales orders. Also covers the visibility of outstanding sales orders and how to despatch.
Creation of suppliers, invitation to tenders, purchase orders and purchase contracts. Also covers taking a purchase order through approval and raising purchase requisitions.
The creation and maintenance of parts, bills of materials and routings. The handling of up-issue, design change, mass change, obsolescence management.
This course covers works orders from raising them, through to completion. It’ll include the management of works orders, capacity planning, labour bookings and Shopfloor data collection. Pre-requisite: Engineering.
Management of production and supply chain processes by running MRP and understanding the suggestions it makes. Covers all basic MRP functionality. Pre-requisite: Engineering
Covering the key system administration functions of 123insight (setting up users, assigning security, amending basic layouts of key documents like sales invoices). This element of the course is not highly technical and does not cover any SQL and Windows functionality – it is completely contained to 123insight functionality.
The Finance elements cover how costing works (including financial reports like stock valuation, WIP valuation, cost of sales, GRNI). Also covers integrating with your accounts system via Accounts Gateway®.
Utilising the added functionality around “companies” that CRM+ provides. We cover traditional sales-related CRM+ functions and areas such as notes, actions, relationships and mail shots.
Additionally we cover Processes (workflow) which can be used for controlling any number of complex processes within your company, including many around quality issues. Prerequisites: Competent user of the company file and raising quotations.
Requires the CRM+ option. The creation and maintenance of projects including Advanced Project Control, and covering concepts such as Links, Assignments, Ranking and Auto-Assign. Prerequisites: Attended the core Sales and Purchasing courses.
How to access your SQL data in the 123insight database and produce ad-hoc, company specific reports and/or excel exports. This course also covers the elements of SQL relevant to 123insight – access control, backup strategies, queries and scripts, and how to create stored procedures for use in reports. Prerequisites: Ideall,y a basic knowledge of database administration and report writing.
Building on the basic MRP course, this Masterclass goes in to more detail on rescheduling and cancellations and discusses how users would actually react to these suggestions in the real world. Prerequisites: Attended the core MRP course.