ADVANCED MS EXCEL COURSE

Transcription

1 INVENTORY MANAGEMENT East London, EC September Premier Hotel Regent Course 1 Johannesburg, GP September Birchwood Hotel ADVANCED MS EXCEL COURSE Course 2 COURSE APPROACH As this is a practical course, an interactive teaching and learning methodology that encourages self-reflection and promotes independent and critical thinking is employed. The learning process is reinforced through the use of practice examples and questions to stimulate a critical and questioning approach by delegates. A high level of participation is encouraged to ensure that the conceptual knowledge and spreadsheet/inventory management skills acquired can be directly applied within the participant s workplace. Bring your own notebook / laptop Dreamfinders Consulting is a Level 1 B-BBEE contributor. Accreditation: LG-SETA (LGRS ) Services SETA (6503) PSETA: P21/1213/GP505 Tel: Fax: info@dtponline.co.za In-house Training Solutions For tailored versions of this course please contact (Minimum 10 Delegates)

2 INVENTORY MANAGEMENT COURSE This is a workshop for the warehouse or stockroom manager, the person in charge of what comes in and goes out of the company. You want a smooth and cost-effective operation, with enough products on hand to satisfy needs without stockpiling too much SEPTEMBER 2018 EAST LONDON SEPTEMBER JOHANNESBURG This course is intended for practitioners in the public sector who are involved in, or working towards government administration at a management level. Learners will understand the concept of inventory management and evaluate and apply the various processes and techniques of inventory management. The standard creates an awareness of the legislative framework governing inventory management in the public sector. Acquiring the competencies of this course will make the learners/practitioners increasingly cognisant of improving financial management, creating transparency and enhancing credibility within the inventory management environment. The course will equip government practitioners with skills in inventory management which will help them maximise the use of resources and improve service delivery. Who should attend? Public Employees at all levels that administer, manage or direct public asset and/or inventory, and these are from the following institutes; Departments (national and provincial) Public entities Constitutional institutions Municipalities and boards, commissions, companies, corporations, funds or other entities under the ownership control of a municipality Parliament and the provincial legislatures. Course Outcome By the end of this workshop, participants will be able to: Understand terms that are frequently used in warehouse management Identify the goals and objectives of inventory management, and measure their process against these goals Calculate safety stock, reorder points, and order quantities Evaluate inventory management systems Identify the parts of the inventory cycle Better maintain inventory accuracy Understand inventory management and its role in the public sector. Explain and calculate values for inventory for financial reporting. Evaluate and apply budget and planning processes and methods for inventory. Evaluate and apply inventory management techniques. Evaluate and apply inventory management policies and procedures.

3 Course Outline What is Inventory? o To begin, participants will explore what inventory is and what key concepts (including LIFO, FIFO, backorders, and lead time) mean. Participants will also look at the goals and objectives of inventory management and analyze where their system can improve. Types of Inventory o This session will explore anticipation, fluctuation, lot size, and transportation inventories. Key Players o Next, participants will discuss what roles customers, top management, and employees play in the inventory management system. Legislative framework Setting up the Warehouse o This session will discuss the objectives of a warehouse and ways to maintain location accuracy. What Makes a Good Inventory Management System? o Next, participants will discuss types of inventory management systems and criteria for a good system. The Warehouse Inventory Cycle o This session will introduce the warehouse inventory cycle of demand, receiving, validation, and putaway. Identifying Demand o Participants will learn how to determine order quantities, re-order points, and safety stock through discussion and a case study. The Receiving Process Validating Inventory o This session will explore ways to validate the quality of merchandise. The Put-Away Process o Participants will discuss the five goals of the put-away process. Maintaining Inventory Accuracy o Next, participants will learn ways to keep their inventory organized and controlled. The Outbound Process o This session will look at the phases of the outbound process: picking, packing, loading, and shipping. Industry Trends o To conclude the workshop, we will explore some of the latest inventory management trends, including Six Sigma and the Just-In-Time (JIT) system. Excel VBA stock control o Inventory system in excel o How to use excel to manage inventory Price (Book for 2 and only pay) Measurement of inventory for financial reporting, Coding of inventory, Only R Resource planning systems, Approaches for inventory control, Incl. (15%) VAT You Save R Stock levels, Reorder quantities and timing, Stocktake requirements, Disposals (including disposal of damaged, spoiled or obsolete items), Physical protection of inventory, Competencies and training requirements, You can however attend this Systems for effecting and recording inventory transactions, course as a 3-day (note: Audit programmes for inventory, without Excel) for only Procedure manuals, R Incl. (15%) VAT Performance evaluation.

4 Bring your own notebook / laptop ADVANCED MS EXCEL TRAINING This workshop will demystify Excel so that it can be accessible to all, from the novice to the expert user so that business processes can be simplified and decision making improved SEPTEMBER 2018 EAST LONDON SEPTEMBER JOHANNESBURG In this course, you will extend your knowledge into some of the more specialised and advanced capabilities of Excel by automating some common tasks, applying advanced analysis techniques to more complex data sets, collaborating on worksheets with others, and sharing Excel data with other applications. Part of the well-known Microsoft Office Suite, Excel is perhaps the most widely used spreadsheet program in the world and by most of us use it in our daily work. Our jobs probably involve summarizing, reporting, and analyzing data. They might also involve building analytic models to help our employers increase profits, reduce costs, or manage operations more efficiently. This 2 day practical workshop will equip participants with the knowledge needed to fully harness the power of Excel and by focusing on its latest iteration, Excel 2016, learners will go beyond using it for just performing numerical calculations but also: Number crunching: Create budgets, tabulate expenses, analyze survey results, and perform just about any type of financial analysis you can think of. Creating charts: Create a variety of highly customizable charts. Organizing lists: Use the row-and-column layout to store lists efficiently. Text manipulation: Clean up and standardize text-based data. Accessing other data: Import data from a variety of sources. Creating graphical dashboards: Summarize a large amount of business information in a concise format. Creating graphics and diagrams: Use Shapes and SmartArt to create professional looking diagrams. Automating complex tasks: Perform a tedious task with a single mouse click with Excel s macro capabilities. Course Outline (Versions covered Excel 2013/2016) The Basics Creating a New Workbook Navigating in Excel Moving the Cell Pointer Using Excel Menus Using Excel Toolbars: Hiding, Displaying, and Moving Toolbars Entering Values in a Worksheet and Selecting a Cell Range Previewing and Printing a Worksheet Getting Help from the Office Assistant Saving a Workbook & Re-opening a saved workbook Formatting a Worksheet Creating Headers, Footers, and Page Numbers Adjusting Page Margins and Orientation Adding Print Titles and Gridlines, rows to repeat at top of each page Formatting Fonts & Values Adjusting Row Height and Column Width Changing Cell Alignment Adding Borders Applying Colors and Patterns Using the Format Painter Using AutoFormat Merging Cells, Rotating Text, and using AutoFit Using AutoFill Managing your workbooks Switching Between Sheets in a Workbook Inserting and Deleting Worksheets Renaming and Moving Worksheets Protecting a Workbook Hiding Columns, Rows and Sheets Splitting and Freezing a Window Inserting Page Breaks Advanced Printing Options

5 Editing a Workbook Entering Date Values and using AutoComplete Editing, Clearing, and Replacing Cell Contents Cutting, Copying, and Pasting Cells Moving and Copying Cells with Drag and Drop Collecting and Pasting Multiple Items Using the Paste Special Command Inserting and Deleting Cells, Rows, and Columns Using Undo, Redo, and Repeat Checking Your Spelling Finding and Replacing Information Inserting Cell Comments Formulas Creating a basic Formula Calculating Value Totals with AutoSum Editing & Copying Formulas Fixing Errors in Your Formulas Formulas with Several Operators and Cell Ranges Excel Financial Functions Time Functions Working with the Forms Menu Sorting, Subtotaling & Filtering Data Copy & Paste Filtered Records Using Data Validation Creating & Working with Charts Creating a Chart Moving and Resizing a Chart Formatting and Editing Objects in a Chart Changing a Chart's Source Data Changing a Chart Type and Working with Pie Charts Adding Titles, Gridlines, and a Data Table Formatting a Data Series and Chart Axis Annotating a Chart Working with 3-D Charts Selecting and Saving a Custom Chart Using Fill Effects Mapping Data Modifying a Map Data Analysis & Pivot Tables Creating a PivotTable Specifying the Data a PivotTable Analyzes Changing a PivotTable's Calculation Selecting What Appears in a PivotTable Grouping Dates in a PivotTable Updating a PivotTable Formatting and Charting a PivotTable Performing Spreadsheet What-If Analysis Analyzing Data using Goal Seeking and Solver Programming Excel with VBA - Working with Macros Recording a Macro Playing a Macro and Assigning a Macro a Shortcut Key Adding a Macro to a Toolbar Working with Other Programs Inserting an Excel Worksheet into a Word Document Modifying an Inserted Excel Worksheet Inserting a Linked Excel Chart in a Word Document Inserting a Graphic into a Worksheet About the Course Presenter PhD in Applied Accountancy, MBA and Mcom Accounting, Bcom (Hons) Accounting degree, - Currently enrolled at UNISA studying Doctor of Business Leadership (DBL). A qualified and experienced proud South African Training professional being a specialist in Management, Accounting, Finance and Organizational Development in Municipalities, and lectured at various Universities. Great area of focus is management training in the financial and accounting and strategic management science. A full member of the South African Institute of Professional Accountants (SAIPA), the Certified Member of the Compliance Institute of South Africa (CISA), and full member of the Institute of Directors of South Africa Inventory Management (R ) Advanced Workshop Excel Wrap-Up (R ) Save R2150 Price per delegate: R (Incl. VAT) Register now! bookings@dtponline.co.za How to register? To immediately register please complete and have signed the delegate registration form attached and fax it back or it to us. Seating is limited so hurry up and BOOK NOW to avoid disappointment. Call or