Purchasing 101 In-Person Training Syllabus

Tuesday, September 27 - Thursday, September 29, 2022

2000 Midlantic Dr, Suite 201, Mt Laurel Twp, NJ 08054

Special Guest

Vicky Schmidt

Business Consultant

Vicky Schmidt has been with ECI Solutions leading instruction for MarkSystems University for over 5 years. Her focus is to help builders fully understand how to leverage the full capabilities of MarkSystems to improve their business management processes.

*Register Early to get 10% Early Bird Discount
(expires 14 Days Before Course)

Course Overview

This course is designed for both new and current MarkSystems users who are interested in furthering their Purchasing knowledge in MarkSystems. The course will provide in-depth details about the management, utilization, and best practices of Options, Contracts, and Material Lists along with an overview of how data flows through the system to the ITK. At the end, you will take part in discussions and hands on MarkSystems® exercises with a MarkSystems expert.

Course Learning Objectives

Upon successful completion of this course, students will be able to:

Manage and Maintain Base House Budgets
Manage and maintain all types of options and option budgets within the System
Manage and maintain turnkey pricing through vendor contracts
Manage and maintain material lists and product pricing

Materials Required to Begin Course

Personal Laptop or device
MarkSystems login and password already set up
ITK Super login and password already set up

Additional Information

Expert instructors are provided to take questions and assist with questions.
It is recommended that only one person utilize each reserved seat so that we can staff accordingly and be able to provide full support to all trainees.
All regular materials for the course will be provided digitally
Upon completion of this course, you will receive a certification in Purchasing 101.

Course Schedule

Registration and Prerequisite Reading Materials

Each Registered Attendee will be registered for the first session of independent learning as early as Friday before the First-Class Week. Confirmation will be sent.
Learn at your own pace. Prerequisite reading materials will be distributed a week or two before the class and are designed to get you started. Documents will be used for future reference.
Each Registered Attendee will be registered for each subsequent independent learning section at the completion of the previous live session. Confirmation will be sent once access is granted.
All materials will be provided digitally, and the standard certificate of completion will be provided.

Day One - 9/27/2022

9:00 am to 9:10 am: Registration and Introductions
9:10 am to 10:00 am: Presentation
10:00 am to 10:30 am: Job Cost Introduction and Core Concepts Review
10:30 am to 10:45 am: Break
10:45 am to 11:15 am: Job Cost Introduction and Core Concepts Review (Continued)
11:15am to 11:30 am: Job Cost (Hands on) - Companies, Developments, Models
11:30 am to 12:00 pm: Job Cost (Hands on) - Elevations
12:00 pm to 1:00 pm: Catered Lunch
1:00 pm to 3:00 pm: Job Cost (Hands on) - Elevations (Continued), Options
3:00 pm to 3:15 pm: Break
3:15 pm to 4:30 pm: Option Selections in the Sales Office Design Center (Hands on & practice scenarios creating options)
4:30 pm to 5:00 pm: Wrap Up Review and Q&A

Day Two - 9/28/2022

9:00 am to 10:00 am: Review Day 1 concepts with an emphasis on Parent/Child Review Stage Codes and best practices for “Just-In-Time” Releases
10:00 am to 10:30 am: Purchasing Data Management Best Practices (Open Discussion), Contracts vs. Material Lists (Open Discussion)
10:30 am to 10:45 am: Break
10:45 am to 12:00 pm: Contract Management for Work Order Creation (Hands On)
12:00 pm to 1:00 pm: Catered Lunch
1:00 pm to 2:00 pm: Contract Management for Work Order Creation (Hands On - Continued)
2:00 pm to 3:00 pm: Material List Management for Purchase Order Creation (Hands On)
3:00 pm to 3:15 pm: Break
3:15 pm to 4:30 pm: Material List Management for Purchase Order Creation (Hands On - Continued)
4:30 pm to 5:00 pm: Wrap Up Review and Q&A

Day Three - 9/29/2022

9:00 am to 10:00 am: Review Day 2 concepts
10:00 am to 11:00 am: Custom Option Process (Hands On) - Setup and Best Practices, Custom Option Pre-Approval
10:30 am to 10:45 am: Break
10:45 am to 11:15 am: Custom Option Process (Hands On - Continued) - Emails and Report
11:15 am to 12:00 pm: Job Start Process (Hands On) - Ratification Process, House Budgets and Best Practices
12:00 pm to 1:00 pm: Catered Lunch
1:00 pm to 1:30 pm: Job Start Process (Hands On - Continued) ITK VPO’s, Construction Scheduling Overview
1:30 pm to 3:00 pm: Process a House for Construction - We will walk through construction process and focus on releasing work, resolving issues, and reviewing data to manage jobs.
3:00 pm to 3:15 pm: Break
3:15 pm to 4:00 pm: Review Relevant Reports (Job Cost, Options, and Purchasing reporting)
4:00 pm to 4:30 pm: Comprehensive Exam based on information learned throughout the course
4:30 pm to 5:00 pm: Exam Results and Answer Key Walkthrough / Wrap Up Review and Q&A