Training - WMS
- Alan Gilchrist
- Sarah Jackson
We offer a variety of training courses which can be generic for the product, such as new user training or very specific training on selective areas of the system.
Delivery of the training is carried out using online sessions which last up to an hour can be undertaken individually or as part of a series of sessions.
Alternatively, they can take place by us coming to your site (onsite)
Web Training (Zoom online) | On site training (Your Site or suitable venue) |
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All sessions are zoom sessions which last minimum 1 hour.
We never want to run sessions over 2 hours as user attention is reduced the longer the period.
If part of initial training, exercises for the users are set for each session which the trainees should carry out before the next session in order that they have material for the next session.
Application | Area | ID | Mins | Description | Notes |
|---|---|---|---|---|---|
General | Â | 100 | 30 | Logon / Screen layout / Navigation | Usually a fairly short session, using remote desktop and connecting to the server, opening the application, what the application window looks like, using the navigation and search options within the windows. |
 |  | 101 | 30 | New to the System |
|
Warehousing | System Setup | 200 | 30 | Administration and Setup | Review Training Process and Users Coming to the sessions Discuss Process changes |
 |  | 201 | 60 | Admin Menu | All items in the admin menu  🧬 Admin - Vision Warehousing - Vision Wiki (atlassian.net) |
 |  | 202 | 30 | Invoicing | Setup of Invoicing Master Items and how invoicing works, the master menu does not include the setup of a customer with their rates this covers the level above that. Invoicing Group - Vision Warehousing - Vision Wiki (atlassian.net)
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 |  | 203 | 30 | Create - System Menu |  Explanation of all the items on the system navigation menu are covered System Group - Vision Warehousing - Vision Wiki (atlassian.net) |
 |  | 204 | 45 | Create - Menu Options | All items in the following section ➕ Create with the exception of anything covered in specific training sessions (not system data) ➕ Create - Vision Warehousing - Vision Wiki (atlassian.net) |
 | Administration | 210 |  | Spare |  |
 |  | 211 | 30 | Site Warehouse Locations Setup | As per the description, basic fundamentals of how the structure of the system works in relation to Sites → Warehouses → Locations and how these then relate to the customers and products and stock. |
 |  | 212 | 45 | Customs and Excise Maintenance | Excise Tax Codes, Commodity Code, Currency maintenance. |
 |  | 213 | 45 | Customer Setup | Setup and maintenance of a customer including explanation of all the fields and how they are used |
 |  | 214 | 45 | Product Setup | Explanation of product setup and maintenance, what all the fields are for and how are they used. |
 |  | 215 |  | Using LWIN Products | If you are using System products then this is a discussion about using system products and linking this to the Livex LWIN product code system. https://youtu.be/qUq7tfpnyD0 |
 | Goods Inwards | 220 | 60 | Overview of Process / Pre-Advice Entry |  |
 |  | 221 | 60 | Booking Diary / Warehouse Arrivals |  |
 |  | 222 | 60 | Warehouse Check / Put Away |  |
 |  | 223 | 60 | Admin / Fiscal / EMCS |  |
 |  | 224 | 60 | FLEX Goods Inwards Checking | |
 |  | 225 | 60 | FLEX Goods Inwards Put Away | |
 | Goods Outward | 240 | 60 | Overview of Process / Simple Order Entry |  |
 |  | 241 | 60 | Other Order Entry (Collections, Underbond) |  |
 |  | 242 | 30 | Held Orders / Planning |  |
 |  | 243 | 60 | Picking / Bulk Picking |  |
 |  | 244 | 60 | Pick Confirmation / Despatch / Collection |  |
 |  | 245 | 60 | FLEX - Picking | |
 |  | 246 | 60 | FLEX - Bulk Picking | |
 |  | 247 | 60 | FLEX - Pick Confirmation | |
 | Manufacturing | 270 | 45 | Fusion (Blending Bulks) |  |
 |  | 271 | 45 | Manufacturing (Bottling Bulks) |  |
 | Stock Management | 280 | 90 | Stock Management Options |  |
 |  | 281 | 60 | FLEX - Stock Management | |
 | Information | 290 | 60 | Enquiries and Report (including EDI) |  |
 |  | 291 | 60 | BI Enquiries and Reports | |
EDI | Inbound | 300 | 45 | Processing of Inbound | Only really possible once you have some test EDI coming inbound. |
Outbound | 310 | 45 | Report Setup - Outbound | Â | |
Bond | Processing | 400 | 60 | Overview / Daily and Monthly Processes | Â |
 | 401 | 15 | ATWD Submission | This can only take place after go live as there is no HMRC test system available to provide meaningful data | |
 | 401 | 30 | EMCS | This can only take place after go live as there is no HMRC test system available to provide meaningful data | |
 | 402 | 30 | CFSP / CDS | This can only take place after go live as there is no HMRC test system available to provide meaningful data | |
Invoicing | Â | 500 | 60 | Setup of Invoicing Additional Charging Options | |
 | 501 | 30 | Processing Invoices | This can only take place after go live as there is usually no information available to be able to correctly run these invoices prior. | |
Distribution | Processing | 600 | 90 | Setup and Configuration | Â |
 | 601 | 60 | Rate and Charging |  | |
 | 602 | 60 | Daily Processing |  | |
 | 603 | 60 | Route Planning | ||
ePOD | 610 | 60 | Using ePOD | Â | |
VIM | Â | 700 | 60 | Using Vision Issue Manager |
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