How do I organise Pivot4Planners cube training?

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?

• Orientation of the cube including:

  • XX link to video

  • Display alternatives

  • available tables and modules in the cube

  • Review facts and attributes within a pivot table

• Explore Tables in depth including:

  • Calendar

  • Locations

  • Products

  • Members

• Create a Sales report and the various options available including:

  • Demand v Fulfilled sales

  • Shipment Method and the difference between Originating Location and Location

  • Sales folders and the numerous measures available

• Stock tables and the various measures

  • Current Stock table

  • Historical Stock table

• Relative Periods to create reports using automated time periods. Includes:

  • Relative Period filters

  • Multiple Relative Periods in the one report

  • Relative Period Trend Calendar

• A brief review of Purchase Orders and the available measures

• 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