Ambro Copper Alloys Ltd training copy

This is the training copy of Ambro Copper Alloys Ltd. Every customer, product and number in it is made up, so press anything. It resets itself after an hour with nobody in it. The real books live at ambrocopper.rightweb.app, and nothing you do here reaches them.

Learn Ambro Copper in six sessions

Six sessions of 30 to 45 minutes on the Copper training copy: Leo's pages, the accounts book, kilo rates for the busbar customers, selling from stock, buying from Europe, and the month-end check. Your ticks save here, under your name, so you can pick up on any device.

Who is training?

Type your name to start your own path, or resume with the code you were given.

The team

Everyone's path, one row each. Names and counts only.

Nobody has started yet. Be the first.

Pick a name above to turn on the tick boxes. You can read everything without one.

Session 1 · Get in and look around0/19 steps

30 minutesLog in as Mia (the owner) · No typing today
Today's goal: know what this training copy is, find Leo's pages, and see the one idea everything hangs on.

The one idea (5 min)

The system keeps one list of everything that happened in the company. We call it the tape. A sale, a delivery, a payment: each is one line, and lines are never rubbed out. Every page is a print of that list, worked out the moment you look.

This is the training copy

Every customer, product and number here is made up, so press anything. Nothing you do reaches Ambro Copper's real books. The copy starts fresh by itself after an hour with nobody in it.

1.1 Log in as the owner5 min

The login page. Each practice person is a button that fills the form.
The login page. Each practice person is a button that fills the form.
You should see: a page called The company, with cards across the top: Cash today, Who owes us, Who we owe, Sales this week.
Why it matters: Mia is the owner. She stamps, publishes the kilo rates and locks months. Most of today you are Mia.

1.2 Read the home page8 min

The company. Every number opens its rows.
The company. Every number opens its rows.
You should see: a Close card for the oldest open month, and Tape rows counting every line.
Why it matters: every number is a door to the lines behind it. Nothing on a page is typed in by hand.

1.3 Leo's pages in the menu7 min

You should see: Leo's pages first, then the rooms where work is done.
Why it matters: Leo wants to run Copper from anywhere. These pages are how he sees it.

1.4 The rooms Leo shut5 min

Rooms on and off. Ambro runs 14 of the 24 rooms.
Rooms on and off. Ambro runs 14 of the 24 rooms.
You should see: ten rooms off, and three that say locked on.
Why it matters: a room that is off hides its screens and refuses new rows. The tape keeps everything.

1.5 Drill: the guest sees nothing5 minrefusal drill

Do the wrong thing on purpose. Read the refusal, and write down the words it used.

You should see: This door is closed. This login carries no data.
Why it matters: a login is a key. A key with no role opens nothing.

Check yourself

What is the tape?
One list of everything that happened. Every page is a print of it.
Which two of Leo's pages run Copper day to day?
Accounts (who to ring) and Kilo rates (the prices).
Can you break anything in the training copy?
No. It is made up and starts fresh after an hour of quiet.

Session 2 · The accounts book: who to ring today0/17 steps

35 minutesLog in as Jack (sales)
Today's goal: find the customers who are late for their usual order, see what they buy and what is on the shelf, and write down the call.

Copper customers order on a rhythm. One buys every two weeks, another every month. The Accounts page works out each customer's usual gap between orders and says who is past their usual order day. That is who to ring first.

2.1 Read the book8 min

Accounts: the customers who need a call first.
Accounts: the customers who need a call first.
You should see: the list sorted with the most past-due customer at the top.
Why it matters: a customer who usually orders every month and has not for six weeks is a customer to ring today.

2.2 One customer8 min

One customer: what they buy, the shelf, the contact, the story.
One customer: what they buy, the shelf, the contact, the story.
You should see: Pacific Panel Builders' busbar, its contact Mike Dunn, and its story.
Why it matters: before you ring, you know what they buy and whether it is on the shelf.

2.3 Write down the call6 min

You should see: your call in the story, with your name and the time.
Why it matters: the next person who rings them knows what was said.

2.4 The four lists6 min

You should see: a short list each time, and the address ending in ?only= with the list's name.
Why it matters: four short lists answer four questions: who to ring, who to tell, who to correct, who to chase.

2.5 Drill: a sales rep cannot open the books5 minrefusal drill

Do the wrong thing on purpose. Read the refusal, and write down the words it used.

You should see: a card that says Jack does not work in that room, and nothing behind it.
Why it matters: each role opens what it needs. The books are for the owner and accounts.

Check yourself

How does the page know a customer is late?
It averages the days between their orders in the last year and adds that to their last order.
What is the first thing to read before ringing?
What they buy, with the shelf beside it, and the story.
Where does a call go?
On the tape, through Write it down, with who and when.

Session 3 · Kilo rates for the busbar customers0/17 steps

40 minutesLog in as Mia, then Jack
Today's goal: read the rates, publish a new one, and make sure every customer is told.

About thirty busbar customers hold a kilo rate: one price a kilogram. Each item has a weight. The price is rate × weight. When copper moves, Leo publishes new rates, and every customer is told, one by one.

3.1 Read the rates and their history8 min

Kilo rates: the live rule and every price worked out.
Kilo rates: the live rule and every price worked out.
You should see: seven customers with a rate, and every price worked out from it.
Why it matters: one number per customer. When the rate moves, every price moves with it.

3.2 The file for Unleashed5 min

You should see: Unleashed's eleven columns, one row per customer and item.
Why it matters: while invoices still come from Unleashed, its prices come from here.

3.3 Publish a rate for a new kilo customer10 min

You should see: Bayline Electrical Contractors with a rate of $26.50 a kg.
Why it matters: a new version of the rule, from today. The old versions stay on the tape.

3.4 Drill: the same version twice5 minrefusal drill

Do the wrong thing on purpose. Read the refusal, and write down the words it used.

You should see: a refusal: that version is already published. Nothing landed.
Why it matters: a rule is never changed in place. A change is a new version from its own day.

3.5 Tell every customer10 min

You should see: Bayline off the not-told list.
Why it matters: Leo's rule: every rate change is told to each customer, one by one. The list shows who is still waiting.

Check yourself

What is a kilo price?
The customer's rate a kilogram times the item's weight.
How do you change a rate?
Publish a new version from its day. The old one stays on the tape.
How do you know everyone was told?
Accounts, Rate changed, not told: the list shows who has had no call since the rate changed.

Session 4 · "Have you got five lengths?"0/16 steps

45 minutesLog in as Jack, then Tama, then Raj
Today's goal: answer a customer from the shelf, quote at the kilo price, and get the order picked and invoiced.

A switchboard builder rings: have you got five lengths of 50 by 6? You check the shelf, quote at their kilo price, take the order. The warehouse picks it; accounts invoices it. Three people, three pairs of hands.

4.1 Look at the shelf6 min

Stock cover: on hand, cover and on order for each bar.
Stock cover: on hand, cover and on order for each bar.
You should see: busbar 50 x 6 on the shelf, with more on the way from Europe.
Why it matters: you answer the customer while they are still on the phone.

4.2 Drill, then a quote at the kilo price10 min

The quote refused, naming the kilo price.
The quote refused, naming the kilo price.
You should see: the quote lands at $276.73 a length, $1,383.65 for five.
Why it matters: a person cannot quote a kilo customer the wrong price by mistake. The refusal names the right one.

4.3 Place the order5 min

You should see: done, and the order on the Order board.
Why it matters: a quote is a promise. An order is a yes. Both stay on the tape and point at each other.

4.4 Pick it, and a short pick10 min

The warehouse: what is really here, and the Pick form.
The warehouse: what is really here, and the Pick form.
You should see: the 50 x 6 five lower, and one short in Shorts to chase.
Why it matters: a short is written down even though nothing moved, so nobody forgets to chase it.

4.5 Invoice it, as a second person8 min

You should see: a new invoice for Voltex, with the cost of the five lengths against it.
Why it matters: the person who sold is not the person who invoices.

Check yourself

Where does Jack check the shelf?
Stock in Leo's pages, or the customer's usual items on Accounts.
What happens if you quote a kilo customer the flat list price?
It is refused, and the words name the kilo price.
What is a short pick?
Asking for more than is there. Nothing moves, and the short is written down to chase.

Session 5 · Money in, and the wrong company0/13 steps

35 minutesLog in as Raj, then Jack
Today's goal: match payments to invoices, see who is overdue, and put right a payment to the wrong company.

Since the split, some customers pay the wrong Ambro company. The money lands in the other company's bank. Somebody marks the customer, tells them, and clears the mark when they have been told.

5.1 Drill: more money than the invoice5 minrefusal drill

Do the wrong thing on purpose. Read the refusal, and write down the words it used.

You should see: a refusal: only so much is still open on that invoice. Nothing landed.
Why it matters: money is never parked on an invoice that does not owe it.

5.2 Match last week's payments10 min

Who owes us: open invoices, ageing, and Apply a payment.
Who owes us: open invoices, ageing, and Apply a payment.
You should see: Who owes us lower by what was paid.
Why it matters: money in is only real when it is matched to the invoice it pays.

5.3 Who is overdue6 min

You should see: Central Switchboards with invoices past the 20th of the month after.
Why it matters: Ambro's terms are the 20th of the month after the invoice. Past that, it is a call.

5.4 The wrong company10 min

Paid the wrong company: the mark and the story.
Paid the wrong company: the mark and the story.
You should see: Arc Engineering off the list, and the reason in its story.
Why it matters: the mark stays until somebody has told them. Its reason stays on the tape for ever.

Check yourself

When is a payment real?
When it is matched to the invoice it pays.
What are Ambro's terms?
The 20th of the month after the invoice.
When do you clear the wrong-company mark?
After the customer has been told, with the reason.

Session 6 · Buy from Europe, then close the month0/19 steps

50 minutesLog in as Mia, then Tama, then Raj
Today's goal: know when to order busbar from the mill, take a container in, and close a month with two names.

Busbar comes from Europe in euros, and a container takes months. The Buying forecast says when to order. At month end, the numbers are checked against Xero, and two people sign: one prepares, a different one reviews, then the month locks.

6.1 The buying forecast8 min

The buying forecast for the busbar.
The buying forecast for the busbar.
You should see: per item: sales each month, on hand, on order, months of cover, the day it runs out and the day to order by.
Why it matters: the container must land before the shelf runs dry.

6.2 Raise a euro order, and a drill8 min

You should see: a new euro order, and the pound order refused, not guessed.
Why it matters: a money with no published rate is never turned into dollars by a guess.

6.3 Take the container in6 min

You should see: the order line all in, and more 50 x 6 on the shelf.
Why it matters: stock is in when the warehouse says so, on the day it arrived.

6.4 The month-end check8 min

The month-end check against Xero.
The month-end check against Xero.
You should see: four green and one red, with the difference beside it.
Why it matters: the shadow is trusted when its numbers match Xero's.

6.5 Close the oldest month with two names12 min

Month-end close: checklist, prepare, review, lock.
Month-end close: checklist, prepare, review, lock.
You should see: the month locked, with who prepared, who reviewed and when.
Why it matters: one person prepares and a different person reviews.

6.6 Drill: a late row in a locked month5 minrefusal drill

Do the wrong thing on purpose. Read the refusal, and write down the words it used.

You should see: the count refused by name, and nothing landed.
Why it matters: a locked month stays the way it was signed.

Check yourself

What does the order-by day mean?
The last day to order so the container lands before the shelf runs out.
What does it take to lock a month?
The bank matched, the checks read, one person prepares, a different person reviews, then the lock.
Can a row land in a locked month?
No. It is refused by name.

If you forget everything else

Keep three things: every page is a print of one list (the tape), a refusal names its rule, and a second person stamps.