Training Curriculum for CUBE Inventory

 

Session 3: Working with the Parts Sub Module

The Role Of Parts.   

The training video emphasizes the Purchase Order page's role as a central hub in Cube for efficient procurement management. Accessible through the "Inventory" menu, it provides a clear list of pending purchase orders, organized by sections. The page displays order statuses, unique PO numbers, vendor details, creation dates, and financial insights. It also features alarms for alerts and facilitates detailed order editing. This streamlined layout enhances procurement data management within the Cube system..

 

How to Create a New Part   

In this training video, creating a new component is demonstrated through a straightforward process. To begin, click on the designated icon for adding new parts. This opens a new part window where you can input relevant details. The video highlights key points: Classification as "inventory" or "labor," and the option to "create as product" for sales. Enabling the latter is useful for control contractors who send parts for repair but may not want to sell them to customers. After entering required information, clicking "save" completes the process and returns you to the previous screen. Following these steps ensures successful creation of a new part.

 

How to Create a New Part Import form The Alps Store  

The training demonstrates how to create a new item by adding parts from the Alps Controls Ecommerce Catalog. Begin by clicking the "Add New Part" icon and selecting "Import from Alps." This opens the catalog window with your organization's pricing. Search and find the desired item, then click "Add to CUBE." The parts are successfully added, associated with Alps, and ready for use. This process streamlines item creation and integration from the catalog.

 

How to Associate Parts with Documents 

The training provides a step-by-step demonstration of how to establish a connection between new documents and specific parts within a system or process. This procedure allows users to efficiently organize and manage relevant documentation in relation to the corresponding parts, enhancing accessibility and accuracy in the overall workflow.

 

Thank You!


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