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SIMAX Functional training
Information :
-
- Title: SIMAX Functional Training
- Duration (days): 6
- Duration (hours): 42
- Target Audience: General public
- Prerequisites:
- Proficiency in using a computer, Familiarity with Windows, Ability to use a web browser
Objectives
By the end of the training, the learner should be able to:
- Use the menus
- Search/Filter in lists
- Perform standard actions: Create, View, Edit, Delete, Print
- Use merge, duplicate, import, and export actions if the trainee has the rights to perform such functions.
Evaluation method:
At the end of each module, the user will complete an online multiple-choice quiz to assess their knowledge of the module. Upon completion, the score will be displayed to inform the trainee if it meets the required threshold. If the score is insufficient, the trainee will have the opportunity to retake the test at the end of the training.
Pricing:
For customers:
- €990 excl. VAT per day per person (up to 6 people)
For integrators:
- €390 excl. VAT per person for e-learning training, equivalent to the certification exam
- €1,950 excl. VAT (€390 excl. VAT per day) per person for 5 days in inter-company training
- €4,450 excl. VAT for 5 days for 1 to 6 people in intra-company training
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Module 1a - Using SIMAX (2h)
1. Logging into SIMAX
2. Workspace composition
3. List/Form mode
4. Undo/Redo
Module 1b - SIMAX Architecture (1h15)
- Article Management Architecture
- Commercial Management Architecture
- Purchase Management Architecture
- XRM Architecture (CRM + SRM)
- Inventory Management Architecture
Module 2A - Overview (1h45)
1. Dashboard
2. Customer
3. Article
4. From quote to order
5. Supplier order replenishment
6. Preparation slip for an order
7. Delivery slip based on the preparation slip
8. Invoice based on the delivery slip
9. Settle an invoice
10. Generate accounting entries
11. Statistics
Module 2B - Getting Started with SIMAX (1h15)
1. Selecting modules
2. Getting started with your data – Using test data
3. Creating companies and establishments
4. Import wizard
5. Data cleanup – Switching back to test mode
Module 3 - Sales & Invoicing (2h30)
1. Quotes, orders, and open orders
2. Contract and rental management
3. Sales forecasting
4. Standard invoicing and statement-based invoicing
5. Lines to invoice and invoice lines
6. Multi-delivery note invoicing and multi-order invoicing
7. Deposit invoices and project invoicing
8. Credit notes
9. Invoice statements
10. Sales and invoicing statistics
Module 4 - Items, Pricing & Purchasing (2h30)
1. Items
2. Detailed bill of materials
3. Pricing and price updates
4. Suppliers and suppliers to replenish
5. Purchasing process
6. Supplier follow-ups
7. Supplier invoicing
8. Purchase credit notes
9. Accounting integration
10. Review and consultation
11. Supplier invoicing statistics
Module 5 - Inventory & Logistics (2h)
1. Warehouse and transfer architecture
2. Viewing inventory
3. Viewing forecasted inventory
4. Stock movement
5. Stock reservation
6. Logistics affecting inventory
7. Production logistics
8. Inventory counting
9. Mobile logistics
Module 6 - Treasury (2h15)
1. Bank account entry
2. Cash receipt management
3. SEPA direct debit and transfer
4. Disbursement management
5. Payment reminders
6. Bank reconciliation
7. Forecasted payment schedule
8. Cash flow budget forecasting
9. Aged balances statistics
10. Budget management
Module 6B – CRM (2h15)
2. Contact management
3. Managing incoming and outgoing calls
4. Task and alert management
5. Resource planning
6. GDPR
7. Opportunity management
8. Sales follow-up
9. Dashboard
10. Marketing operations and automation management
11. Appointment history
Module 7 - Basic Accounting (2h30)
1. Basic files
2. Accounting period
3. Managing accounting entries
4. Processing
5. Reconciliation and unreconciliation
6. Queries and reports
7. Closing the accounting period
8. Account opening request
Module 8 - Advanced Accounting (2h)
2. Asset, service, and VAT declarations
3. Accounting reports and statements
4. Accounting import/export
Module 9 - Production Management (2h30)
1. Bill of materials and routing
2. Manufacturing order creation method
3. Net requirements calculation
4. Scheduling
5. Component issuance
6. Time entry
7. Reception of manufacturing orders
8. Capacity and load management
Module 10 - Project Management (2h30)
1. Project by order
2. Creating a new project
3. Project management and planning
4. Project time entry
5. Commissioning
6. Project profitability
7. Invoicing
Module 11A - Human Resources (3h)
1. Employees
2. Managing leave, medical visits, and expense reports
3. Training and skills
4. Recruitment
5. Seniority
Module 11B - After-Sales Service Management (2h30)
2. Indexing and re-indexing of contracts
3. Service calls & support tickets
4. Scheduling interventions
5. Managing customer equipment
6. Goods returns
7. Knowledge base and suggestions
8. Standard messages
9. Invoicing
10. After-sales service statistics
Module 12A - Extranet (1h30)
1. My Cart
2. My Quotes
3. My Orders
4. My Equipment
5. My Tickets
6. My Trainees
7. My Agreements
8. Pending consultations
9. Orders awaiting acknowledgment of receipt
Module 12B - Electronic Document Management and Quality (1h15)
1. GED documents and document categories
2. Processes and procedures
3. Quality manual
4. Document management system
5. Internal audits
6. Process and management reviews
7. Complaints / Non-conformities
8. Preventive or corrective actions
9. Quality controls
10. Document management system
Module 13 - Cash Management (2h30)
1. Cash register settings
2. Cash values
3. Creating a cash register
4. Cash register opening
5. Cash register invoices
6. Managing cash payments
7. Cash register control and closing
8. Cash movements
9. Cash transactions
10. Bank deposits
11. Accounting integration
Module 14 - Training (3h15)
1.Key QUALIOPI rules
2.Training program
3.Training agreement
4.Trainer management
5.Training sessions
6.Trainees
7.Trainee extranet
8.Enrollments
9.Delays
10.Invoicing
11.Assessment
12.Dashboard
Disability Coordinator: Miren LAFOURCADE
Educational and Quality Coordinator: Lina FULBERT
Updated on March 20, 2023
Satisfaction Report
- No survey response
- The number of trainees from april 01, 2023 to jully 01, 2024 is 31
- The dropout rate is 3.2%, due to medical leave
January 01, 2023 – Updated jully 01,2024
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