Quick Summary: Learn how training is structured, how to choose between Inventory Essentials and CoffeeChat, how role-based collections work, and what progress and success look like.
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Your Learning Framework
The Learn step is divided into four structured pillars that progressively build your understanding of inventory management concepts and how they apply in the app:
Introduction
Covers the basics: Netstock overview, Inventory Essentials vs. CoffeeChat, and the pre-assessment.
Pillar I: Classification and Forecasting
Learn how items are grouped and how forecasts are generated.
Pillar II: Supplier, Lead Time, Risk, and Setting Policies
Dive into supplier management, lead times, risk assessment, and setting stocking policies.
Pillar III: Replenishment and Critical Review
Understand replenishment and how to perform critical review.
How Each Pillar Works
Pillars I, II, and III each include the same three learning components designed to build skills through instruction, application, and reflection.
Training Course (Inventory Essentials or CoffeeChat)
CoffeeChat Series: Step-by-step learning designed for novice users.
Inventory Essentials Series: Aimed at experienced users familiar with basic concepts.
Both follow the same structure, so you can switch between them as needed for clarity.
Learn Task
This guided discovery assignment allows you to apply the concepts learned during training using your company’s data in the app. Completing this task reinforces understanding and builds confidence in real-world application.
Choosing Your Learning Path
Both Inventory Essentials and CoffeeChat cover the same topics and follow the same three-pillar structure.
Inventory Essentials
Designed for users with prior inventory management experience.
Structured and professional tone
Faster-paced learning
Focus on core concepts and system application
How to Access Inventory Essentials
Open your Learning Library (SIMON).
Navigate to the Content Library tab.
Search “Inventory Essentials”.
CoffeeChat
Designed for new or less experienced users.
Conversational tone
Simplified explanations
Lower barrier to entry
You may switch between both series at any time for additional clarity.
How to Access CoffeeChat
Open your Learning Library (SIMON).
Navigate to the Content Library tab.
Search “CoffeeChat”
Role-Based Learning Collections
Not all users require the same level of training. Role-based collections prioritize content based on job responsibilities.
Available role collections include:
Buyer or Planner
Focus on ordering, replenishment cycles, and reviewing stock statuses.
Custodian
Learn configuration, policy settings, and how to support other users.
Executive Sponsor
Concentrate on dashboards, projections, and high-level reporting.
Finance or Strategy
Focus on metrics, cost analysis, and forecasting performance.
Sales & Forecasting
Emphasize demand planning, forecast adjustments, and interpreting forecast history.
How to Access Role-Based Learning Collections
Open your Learning Library (SIMON).
Navigate to the Content Library tab.
Filter by Collections in the left panel.
Select the Collection that matches your role.
This will display all the curated training content relevant to your position.
Certification
The Inventory Management Concepts Certification validates foundational knowledge and establishes a learning baseline.
Key Details
Covers five inventory management areas
Requires 80 percent minimum score in each area
Assigned automatically to your account
Seven-day waiting period between attempts
Correct answers are not provided
When to Take It
You may attempt certification at any time.
Taking it early helps identify knowledge gaps. Taking it after training confirms readiness.
➜ For more on this topic, read: Netstock Inventory Management Concepts Certification
⚠️ Watchouts
Incomplete Learning: Skipping Learn Tasks limits your ability to connect theory to practical use. For best results, ensure each pillar’s full cycle, including training, Learn Task, and review, is completed.
💡 Tips
Mix and Match: Alternate between the CoffeeChat and Inventory Essentials series if you need a simpler or more advanced perspective on a concept. Both were designed to complement each other.
Build Confidence Through Application: Use the Learn Tasks to explore your company’s data while you learn. Applying each concept immediately is the fastest way to master the fundamentals.
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