How to book training for a new user of the pivot4planners cube.
Please click on this link to book a training session xx
What are the pre-requisites for training?
- Ensure all users have been provided with their tRS credentials
- if not, please click this link xx to request new user set up
- Complete tRS server connection set up for each individual user
- click link for instructions xx
- Review available elearning modules
- click links xx for available modules
What is included in training?
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Orientation of the cube including:
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XX link to video
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Display alternatives
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available tables and modules in the cube
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Review facts and attributes within a pivot table
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Explore Tables in depth including:
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Calendar
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Locations
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Products
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Members
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Create a Sales report and the various options available including:
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Demand v Fulfilled sales
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Shipment Method and the difference between Originating Location and Location
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Sales folders and the numerous measures available
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Stock tables and the various measures
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Current Stock table
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Historical Stock table
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Relative Periods to create reports using automated time periods. Includes:
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Relative Period filters
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Multiple Relative Periods in the one report
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Relative Period Trend Calendar
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A brief review of Purchase Orders and the available measures
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A brief review of Sales Orders and Invoices (Wholesale) and the available measures
FAQ's
- How many people can attend a training session?
- 2-10 people is the preferred training group size
- How long does it go for?
- initial training will take approximately 1 hour
- How do I book a follow up training and trouble shooting session?
- click this link to book xx
- How do I book a customised session?
- please complete the attached survey of requirements from the session xx
- please provide your approval of relevant fees for this customised session xx