CRUNCH RETREAT
February 22 & 23 2023 in South Florida
AgendA
Crunch Retreat Agenda 2023
All demonstrations for inventory concepts will be done within Order Time Inventory, there are no All Orders sessions planned.
CONTACT US AT RETREAT@NUMBERCRUNCHER.COM FOR MORE DETAILS
Edited in January 2023
February 22, 2023
- 9:00 AM - 9:10 AM: Welcome! [Ian Benoliel]
- 9:10 AM - 9:45 AM: Items, Styles, Configurations, Kits [Josh Berman]
- 10:00 AM - 10:45 AM: Opening Inventory, Counts, Bins, Locations, Lot/Serial #'s, UoMs, Custom Fields [Jason Swan]
- 11:00 AM - 11:45 AM: Purchasing, Receiving & Managing Vendors [Ian Benoliel]
- 12:00 PM - 1:00 PM: Lunch
- 1:00 PM - 1:45 PM: Scanning, Barcoding & Mobile App [Jason Swan]
- 2:00 PM - 2:45 PM: Production, Work Orders, BOMs [Ian Benoliel]
- 3:00 PM - 3:45 PM: Planning Reorder Points, Reorder Analysis for Purchasing/Production [Josh Berman]
- 4:00 PM - 4:45 PM: Open Q&A [Team Session]
- 5:00 PM - 5:45 PM: Optional: New Features - Repair & Rental Modules [Ian & Josh]
- 7:30 PM: Tour to Paradise Tiki for Night 1
February 23, 2023
- 9:00 AM - 9:45 AM: Sales Orders, Payments, Controlling Sales Approval, Quotes, Leads [Jason Swan & Robert Cates]
- 10:00 AM - 10:45 AM: Sales Channels: Ecommerce, EDI, B2B Portal, API [Josh Berman]
- 11:00 AM - 11:45 AM: Order Fulfillment, Shipping Integration, Batch Fulfillment [Jason Swan]
- 12:00 PM - 1:00 PM: Lunch
- 1:00 PM - 1:45 PM: Moving Your Inventory (Warehouse Functions) [Josh Berman]
- 2:00 PM - 2:45 PM: Reporting [Jason Swan]
- 3:00 PM - 3:45 PM: Accounting Considerations / Syncing with Accounting [Ian Benoliel]
- 4:00 PM - 4:45 PM: Open Q&A & Vote on a New Feature [Team Session]
