Catalogue

Lesson Plan - October 7, 2021

At the end of the Catalogue lesson, the customer and targeted users will be able to use the latter to list all sold, bought, and/or stored products with maestro*. In addition, they will be able to access the prices by supplier and customer, unique item descriptions, and take advantage of purchase and sales statistics.

 

Unit CATA01- Preliminary Analysis

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

The objective of this lesson is to clarify the needs, requirements, and conditions for using the maestro* catalogue, but also to agree on and establish the codification and classification of products.

PREREQUISITES

  • Security.

OPTIONAL PREREQUISITES

  • Projects;
  • General ledger;
  • Accounts Payable (AP).
  • Analysis
  • Discussion on the current and future process of managing catalogue items (strengths and weaknesses);
    • Codification of products;
    • Classification of products (grouping);
    • Update of the catalogue and identification of the employee in charge;
    • Update of the prices and identification of price types (net, discounted, etc.);
    • Possible imports (Master, Allpriser, QuébecRichelieu, EMCO, Expert Estimateur Windows);
  • Decision-making.

HOMEWORK

  • Reflect on the discussions.

1h

Pilot

Employee in charge of managing the catalogue

 

Unit CATA02 - Configuration of Attributes

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the customer and designated users will be able to define and configure the parameters necessary to create and import the maestro* catalogue.
  • Category Management;
  • Define Item Types;
  • Define Manufacturers;
  • Define Item Classifications;
  • Define Kind of Items;
  • Define Units of Measure;
  • Catalogue Management;
  • Define Bill of Materials (optional).
  • Review of previous concepts;
  • Explanation and completion of the different databases in maestro*, linked to the catalogue management, according to the client's needs and the software's requirements, to automate data entry;
  • Explanation of the categories used to search in the catalogue;
  • Explanation of the types used for disocunts;
  • Explanation of the different search methods:
    • By category;
    • By classification;
    • By SQL search;
    • By level.
  • Product import using an Excel file or other.

HOMEWORK

  • Finalize the databases;
  • Think about the catalogue structure.

3h

+

5 x 1h
  • Training document CATA02

Pilot and/or Super Users

 

Unit CATA03 - Catalogue Utilities

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the customer and designated users will be able to define and use the different utilities of the maestro* catalogue.
  • Catalogue import:
    • Allpriser;
    • Master;
    • Québec Richelieu;
    • EMCO.
  • Cleaning the catalogue;
  • Validate the deleted products;
  • Updating ElekNet Items in the maestro* Catalogue;
  • Merge Product Codes;
  • Reconstruct History Utility;
  • Cost Adjustment.
  • Review of previous concepts and validation of completed tasks as homework;
  • Demonstration of the use and effect of the different utility options.

HOMEWORK

  • Test the demonstrated options.

1h
  • Training document CATA03;
  • Integrated tests.

Pilot and/or Super Users

 

Unit CATA04 - Price Configuration

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the customer and designated users will be able to set different prices for catalogue products, according to the received information.
  • Catalogue Management;
  • Supplier Discounts Table;
  • Customer Discounts Table;
  • Maintain Price Lists;
  • Define Supplier Pricing (old method);
  • Define Customer Pricing (old method).
  • Review of previous concepts and validation of completed tasks as homework;
  • User training on the management and maintenance of catalogue product prices and discounts, in accordance to the process established during the analysis;
  • Validate the prices in the different transaction options and windows (orders, sales, etc.).

HOMEWORK

  • Practice entering transactions to validate prices.

2h
  • Training document CATA04

Pilot and/or Super Users

Unit CATA05 - Analysis and Inquiry

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the customer and identified user will be able to use maestro*'s analysis and report tools to find the information they need regarding catalogue items and prices.
  • Catalogue Inquiry;
  • Pivotal Analysis by Identification;
  • Average Cost Validation.
  • Review of previous concepts and validation of completed tasks as homework;
  • Validation of and configuration of reports and catalogue inquiry.

HOMEWORK

  • Validate data entered in maestro*.

1h

Pilot

Super Users

Users

 

Unit CATA06 - Form Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson the customer will be able to use the standard maestro* forms defined to meet their needs.

  • Labels (if needed)
  • Review of previous concepts and validation of completed tasks as homework;
  • Validation and definition of changes to be made to the label forms, if required.

HOMEWORK

  • Validate the accuracy of the forms

To be Determined

Pilot

 

Unit CATA07 - Tests and Validation

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the customer and designated users will have carried out the tests and verifications to validate the configurations made beforehand, and will be able to attest to the adequacy of these configurations with the established processes.
  • Review and validation of prices;
  • Presentation and review of the catalogue structure with the different internal departments.
  • Review of previous concepts and validation of completed tasks as homework;
  • Test Assistance;
  • Transaction Validations.
  • Validation of reports and inquiry;
  • Review of configurations, if needed;
  • Review of the processes, if needed.

HOMEWORK

  • Complete Integrated Tests

5h

 

Pilot

Users

Unit CATA08 - Conclusion

Date: 

Time: 

Trainer:

Objective

Content

Conduct

Time

Learning Equipment

Targeted Audience

By the end of this lesson, the customer will have shown the necessary knowledge and skills to manage and use the maestro* catalogue.

  • Validate learnings;
  • Review the security settings applied to the module.
  • Preparation of the next training lessons:
    • Resources;
    • Requisitions;
    • Stock Orders from Catalogue;
    • Inventory;
    • W/O Billing;
    • Concrete Tickets;
    • Quarry Tickets;
    • Customer Orders;
    • T&M Sales;
    • Service Calls;
    • Work Orders;
    • Quotations;
    • Preventive Maintenance;
    • Equipment Rental.

1h

Aquired Competencies Form - CATA

Pilot