VISUAL Manufacturing and Quality Training Webinars

Managing the sales and operational aspects of your business using VISUAL ERP is crucial to your overall business success.  Every VISUAL customer uses the system differently when it comes to sales, material requirements planning, scheduling, etc.  Much of the tasks are done outside the system, causing duplicate entry and the inability to see actual data within your ERP system

We're offering 39 training webinars that focus on the VISUAL Manufacturing and Quality modules and concepts.  These sessions are designed and grouped into educational series for the person wishing to take a deep dive into a particular area of VISUAL.

Looking for our Financial Webinars? Click here

These two hour online sessions are meant to provide you with the skills and knowledge to immediately implement tangible changes to your operational processes that provide immediate results.

Each webinar is 2 hours in length (on average) ending with a Q&A session.

Who Should Attend?

  • Schedulers
  • Production Managers
  • Buyers
  • Sales & Customer Service Personnel
  • Support personnel
  • Anyone who wants a better understanding of how to effectively manage their operations through VISUAL ERP

The Webinars offered: 
Click on the individual webinar for additional details and/or to register

General Webinars

Sales Webinars

Inventory Management Webinars

Procurement Webinars

Manufacturing & Scheduling Webinars

Quality:Control Webinars

Quality:Documentation Webinars

Quality:Communication Webinars

Quality:Equipment Webinars

 

 


Webinar: Concepts & Common Features
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Learn the basic concepts and common features that are used throughout the software, which includes searching & date features, navigation and using help within VISUAL. Attendees will also learn the information flow from estimate to invoice so they can better understand how entering information in their function will affect different functions throughout the organization.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Workflow
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Learn how to utilize VISUAL workflow to help guide your users through their processes and track records in VISUAL. Workflow enables notifications of events based on your business rules, creates tasks for users, and can set authorizations all according to your processes and procedures.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Navigation within VISUAL
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Learn information on the general principles, common features and basic functionality of the navigation tools used throughout VISUAL Manufacturing. How to create profiles for most common views and working with the part view panels and other tools in VISUAL.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Intro to VISUAL BI (Synoptix)
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Learn how VISUAL BI provides direct access to your VISUAL ERP Information with drill down capabilities. Learn the foundational elements to create your own Financial and Operational Reports as well as Dashboards.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Advanced VISUAL BI (Synoptix)
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Extend your VISUAL BI Reports with trend analysis, filters, spreadsheet links and custom Spheres.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Estimating Window
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Learn how to use the Estimating Window to maximize your sales and margins. The tool has multiple applications from costing and pricing to follow ups. This session will cover the following:

  • New quotes
  • Quick quotes
  • Quote masters
  • Using the Master Product Configurator
  • Cost sources
  • Schedule availability
  • Converting Quotes to Orders
  • Reports
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: VISUAL CRM Overview
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Learn how you can use VISUAL CRM to manage your entire customer life cycle, improve operational efficiency, and accelerate internal and external growth. We will cover the contact center, sales, help desk, marketing, field service, administration and the back office.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Order Management Window
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Learn how to utilize the Order Management Window with features advance GUI ideally suited for high-volume order Entry. The Order Management Window features the Order Entry window and 5 child windows that allow you total, real time access to pertinent order information.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Return Material Authorization (RMA)
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Learn how to effectively manage your Return Material Authorizations (RMAs). This session will have you walk through the various types of RMAs and scenarios. The session will cover the following:

  • Setups and configuration
  • RMA Types (Credit, Repair & Replace)
  • Costing Impact
  • How to price Repair orders
  • Walk-Through Scenarios
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Inventory Basics
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This session is a rundown covering the material settings and their impact on your inventory. Learn how each of them is used and how they can be used to obtain the results you need for your business. The session will cover the following:

  • Part Maintenance
    • Costing information
    • Planning information
    • Accounting information
    • Default information
    • Piece Tracking information
    • Specification information
    • Order Management information
    • Configuration Management information
    • Preferred vendors
    • Unit of Measures
    • Customer Pricing
    • Sales Tax Groups by Part ID
    • Unit Pricing by Discount Code and Market
    • Product Codes and Commodity Codes
    • Setting up Cycle Count
    • Reports
  • Warehouse maintenance
    • Independent Warehouse Planning
    • Universal vs. Independent Warehouse Planning
    • Adding Warehouses & Locations
    • Maintaining Part Locations
    • Part Location Creator
    • Transit times between warehouses
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Part Trace & Dimensional Inventory
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Exploring the features of Part Traceability and Dimensional Inventory

Part Traceability
Improving the accuracy, reliability, and quality of your lot and serial number tracking processes. Covering the following:

  • Part Trace profile Maintenance
  • Copying Trace Profiles
  • Traceability Preferences
  • Part Trace Maintenance Window
  • Using Traceability in VISUAL applications
  • Material Trace History

Dimensional Inventory
Learn how Dimensional Inventory enables you to track your inventory by piece dimension.

  • Purchase Orders for Piece Tracked Parts
  • Receiving Piece Tracked Parts
  • Adding Piece Tracked parts to work orders
  • Issuing Piece Tracked parts
  • Issue-Returning Piece Tracked parts to inventory
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Physical Inventory & Inter-Branch Transfers
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Exploring the features of Physical Inventory Count and Inter Branch Transfers

Physical Inventory & Cycle Counting
Learn how to effectively process a year-end physical or cycle count. This portion of the session will include the following:

  • Initializing a Physical Count
  • Printing Tags
  • Entering counts and re-counts
  • Creating extra tags
  • reviewing Physical Inventory counts
  • Tag Comparison reports
  • Ending a Physical Count

Inter Branch Transfer
Understanding how to setup and use Inter Branch Transfer to manage your inventory between warehouses. This portion of the session will include the following:

  • Setups and configuration
  • Inter Branch Transfer entry
  • Inter Branch Transfer Shipping
  • Inter Branch Transfer Receiving
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Consignment Inventory
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Exploring the features of Consignment Inventory in VISUAL and implementation strategies.

  • Types of Consignment
    • At Customer
    • From Customer
    • At Vendor
    • From Vendor
  • Setups and configuration
  • Implications in actual and standard costing environments
  • Flow of transactions
    • Inter Branch Transfers
    • Customer Orders
    • Purchase Orders
  • Best Practices
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Material Planning Window
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The Material Planning Window is the single most important screen for Production Planners and Purchasing Agents to work in. Regardless of whether MRP is used or not, this screen yields invaluable planning tools. Learn to navigate through the many options and reports that can help keep inventory on track and on schedule.

  • Material Netting
  • Using the Search feature
  • Understanding the grid layout
  • Alternate Parts
  • Subordinate Parts
  • Generating Supply orders
    • Placing a work order
    • Placing a purchase order
  • Using Master Production Schedules
    • Maintaining forecasts
    • Maintaining customer forecasts
  • Using Material Requirements Planning
  • Allocating Supply and Demand
  • Reports
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Vendor Request for Quote & Purchase Requisitions
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Vendor Request for Quote
Learn how to easily set-up and use the Vendor RFQ Entry window to manage prices and quotations from your vendors. This portion of the session will include the following:

  • Entering Requests for Quotes
  • Vendor Responses
  • Generating RFQs from Customer Quotes
  • Approving Quotes
  • Working with Purchase Contracts
  • Reports

Purchase Requisitions
Learn how to use the Purchase Requisition window to manage and process purchase requests for goods and services and create the appropriate supporting documentation. This portion of the session will include the following:

  • Setups and configurations
    • Application Global Maintenance
    • Rejection Codes
    • Approval Groups
  • Maintaining Purchase Requisitions
  • History
  • Tasks & Status
  • Using general requisition features
  • Generating Requisitions from RFQs
  • Generating Purchase Orders from Requisitions
  • Reports
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Purchase Management Window
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Learn how to utilize the Purchase Management Window with features advanced GUI. The Purchase Management Window features the Purchase Order Entry window and 8 child windows that allow you total, real time access to pertinent part and vendor information.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Manufacturing Foundation
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This session will look at the setups and configurations involved to effectively use VISUAL’s capabilities in your manufacturing environment.

  • Global setups and configurations
  • Shop Resource Maintenance
  • Resource Schedules
  • Calendar Exceptions
  • Presentation Sequence
  • Shop View
  • Shop Groups
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: The Manufacturing Window
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This session will explore the Manufacturing Window and all of its components. Covering the following:

  • Manufacturing Window Concepts
    • Engineering Masters
    • Quote Masters
    • Work Orders
  • Master/Work Order costs
  • Work Order Scheduling
  • Work Actuals
  • Master/Work Order variables
  • Operations
    • Operation Resources
    • Operation Quantities
    • Operation Labor Hours
    • Standard Operation Rates
    • Operation Costs
    • Operation Scheduling
    • Operation Actuals
  • Material Requirements
    • Purchased Inventory Material
    • Purchased Non-Inventory Material
    • Fabricated Inventory Material
    • Fabricated Sub-Assembly (Legs vs. Non-Leg)
    • Material Requirement Quantities
    • Material Planning
    • Material Actuals
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Labor Ticket Entry, Backflush and Auto-Issue
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Learn the various techniques available in VISUAL to capture labor and auto-issue of material. This session will cover the following:

  • Labor Ticket Entry
  • Labor Wedge - Barcode Labor Ticket Entry
  • Working with Backflushing
    • Setting Up Default Employee
    • Setting Up Auto-reporting Operations and Material
    • Setting Up Auto-Issue Materials
  • Reports
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Engineering Change Notice (ECN)
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This session will provide instruction on how to properly utilize the Engineering Change Notice (ECN) functionality in VISUAL. Learn how to control revision stages, drawings, parts, and other items along with setting up electronic approvals. This session will cover the following:

  • Setups and Configurations
  • Processing ECNs
  • Task Notification in Task Tray
  • Applying Engineering Changes to Work Orders
    • Using the Leg/Master Updater
  • ECN History
  • Reports
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Concurrent Scheduler and Scheduling Window Part I
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Learn the various options and settings behind VISUAL’s Concurrent Scheduler and the Scheduling Window. Use both of these tools to effectively schedule all of your manufacturing activities. This session will cover the following:

  • Load vs. Capacity
  • Scheduling Types
    • Finite
    • Infinite
  • Checking Material Availability
  • Fit Tolerance
  • Scheduling Mode
    • Backward Schedule
    • Forward Schedule
  • Operation Duration
  • Operation Leadtime
  • Operation Overlap
  • Concurrent Resources
  • Resource Minimums and Maximums
  • Work Order Priority
  • Capacity Type
  • Resource Capacity
  • Determinant Path
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Concurrent Scheduler and Scheduling Window Part II
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Scheduling has many available options that have great benefits, but at the same time can cause inconsistent results if not used correctly. Learn how to best utilize different options in the Scheduler to fit your needs. The session will cover the following:

  • The Scheduling Process
    • Setting Concurrent Scheduler Preferences
  • Creating a New Scheduler
    • Using Weekly Calendars
    • Calendar Exceptions
  • Viewing and Unfreezing Frozen Operations
  • Work Order Audit Details
  • Viewing Scheduled Planned Orders
  • Viewing the Scheduling Results
  • Understand the Scheduling Window
    • Conventions
    • Operation Bar Color Code
  • Setting Scheduling Window Options
    • Filtering Information in the Scheduling Window
  • Rescheduling Operations
  • Changing Resource Capacity
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Easy Lean Scheduling
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Learn the concepts behind EasyLean/DBR scheduler as well as the set-up and procedures for running and implementing this alternate scheduler in VISUAL.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: The Throughput Window
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Learn to effectively utilize VISUAL’s Throughput Window to increase your company’s profits. This session will cover the following:

  • Common Sense Throughput
  • Throughput Definitions
  • Soft Allocations
  • Customer Service Impact Inquiry
  • Contention Inquiry
  • Material Constraint Inquiry
  • Utilization Inquiry
  • Actual Throughput
  • Expected Throughput Inquiry
For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Inspection Plan set up & Data Collection
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Learn how to set up product inspection plans and utilize the data collection module in VISUAL Quality.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Non-Conformances
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Learn how to track and analyze non-conformances utilizing the NCM module in VISUAL Quality.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Corrective Actions
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Learn how to track and analyze and ensure corrective actions are effective utilizing the Corrective Action module in VISUAL Quality.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: SPC
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Learn how to utilize the SPC module to create custom studies and generate SPC charts.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Cost Of Quality
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Learn how VISUAL Quality can help you understand how much the quality controls system you have in place is costing you. The integrated tools allow you to analyze and report on the overall effectiveness of your Quality System.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Part Production Approval Process (PPAP)
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Learn how VISUAL Quality can support your Part Production Approval Process. Whether or not you have been mandated by your customers, this process can help reduce your risk and minimize your costs prior to the release of your products.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Advanced Product Quality Planning Process (APQP)
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Learn how VISUAL Quality can support your Advanced Product Quality Planning Process. Automotive and non-automotive organizations alike can benefit from this upfront collaborative design approach. Clearer specifications and requirements will result in a better product for your customers.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: SYSDOC
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Learn how to use the Sysdoc module to maintain a list of documents used at your company as well as maintaining change history and auditing of these documents.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Product
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Learn how to use the Product module to maintain a list of parts at your company as well as maintaining change history and auditing of these parts.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Process
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Learn how to use the Process module to maintain a list of processes used at your company as well as maintaining change history and auditing of these Processes.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Audits
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Learn how to utilize the Audit module to track and maintain internal and external audit details.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Employee Inputs, Training & Audits
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Learn how to utilize the Employee inputs, training and audits within VISUAL Quality. Inputs are utilized for tracking employee suggestions, complaints, etc. Employee Training is used to track employee skills, set up courses and track attendance. Employee Audits are used to track items such as Employee reviews.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Customer Feedback & Audits
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Learn how to utilize the Customer feedback to track your customers feedback in VQ. Customer Audits can be used for customer surveys and tracking of the results.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Supplier Feedback & Audits
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Learn how to utilize the Supplier feedback to track input from suppliers. Supplier Audits can be used to rate your suppliers on items such as Quality, Cost, Delivery, etc.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Calibrations
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Learn how to utilize the Calibrations in VISUAL Quality to track your device calibrations as well as perform Gage Studies.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

 


Webinar: Preventive Maintenance
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Learn how to Utilize the Preventive Maintenance module in VISUAL Quality to track your equipment maintenance activities and breakdowns.

For information on the 2014-2015 schedule or to register please contact me!
Email or Call 613-298-9949

WHO IS VISUALNUGGETS?

Richard Ferlatte
Results Driven VISUAL Specialist

VISUAL WEBINARS - Updated!

Check out our 50+ Training Webinars focusing on the various VISUAL modules and concepts. There's sure to be one to interest you!
24 Manufacturing Webinars
15 Quality Webinars
13 Financial Webinars

VISUAL EXTENSIONS

Extend the functionality of your VISUAL ERP system with these proven and supported VISUAL apps
Go Paperless App
Integration of the Go Paperless App solution and VISUAL results in Paperless ERP that provides a way for VISUAL users to increase efficiencies and thereby, the cash conversion cycle.
Inventory Management Tool
Provides you the ultimate freedom to quickly filter data, drill-down and track inventory/work in process discrepancies, easily reconcile actual inventory/wip to financial records for current or past periods.
eBoard – Financial Dashboard
A powerful Financial Dashboard allowing you to access live Financial data, drill down to supporting details and export the financial statements to Microsoft Excel in one click.
VE Mobile
The premier mobile extension to the VISUAL, adding flexibility and productivity improvements through the introduction of mobile scanning technology to the warehouse.
Logicity™ Automatic Invoicing
Automatically generate e-mailed or printed invoices out of VISUAL
EDI Integrator
A powerful alternative to the VMDI interface for EDI transactions (inbound and outbound).
Web Store Integration
e-Commerce solution integrating the web to your VISUAL system.