Inventory and Purchasing

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Inventory and Purchasing

• Susan Loera Spectrum Imaging Technologies
• March 14, 2006

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Inventory/Purchasing

• Inventory Items
• Warehouses
• Labels w/Bin Location
• credit to Bill Bryan-Advance Business Methods
• Inventory Logistics Console
• Purchasing

3
Inventory (Items)

• The system looks at minimums when inventory has
  been depleted to that amount, so your reorder
  report wont tell you to reorder until its below
  that minimum level. On high demand stock match
  maximum and minimum to the same quantity number.
  
• Works the same with other Warehouse
  levels.
• Make sure you have activated preferred vendors in
  Vendors Tab will allow Logistics Console to work
  appropriate.
• Items superceded by another number, replace old
  number by new number and in vendors tab change as
  well and enter old number in history.
• This will allow Purchase Orders to
  reflect new item number.
• Note Old numbers can only be looked up
  in Location Tab, Sales Invoice/Orders and
  Purchase Order item entry.
• Manufacturing items keeps more control of
  inventory when depleting, I only use for custom
  kits
• in Manufacturing Tab enter all items that
  consist of that Kit. Items numbers must exist
  and be in inventory. These such kits are
  assembled in Production.
• Make sure all items have a default bin so when
  order it will land in that Warehouse and Bin, if
  you dont when item is received it will land on
  dummy location.

4
Warehouses

• With e-agent activated it will facilitate
  Inventory requests to update automatically,
  Inventory levels will be maintained adequately
  for every warehouse for restocking.
• Supply car stock for Technicians Warehouses from
  main Warehouse, this will keep a cycle (turnover)
  on your consumables/stock and will keep suggested
  orders minimal (avoids overstock).
• Run car stocks before running reorder reports or
  logistic console. Allows replenishment of
  Inventory to main warehouse.
• On transfers to alternate warehouses I use the
  description bar always, I describe that transfer
  with machine number or equipment id//customer
  name//technicians name. This helps tremendously
  when performing spot checks in Physical Inventory
  in technicians warehouse.
• When special order items for incomplete service
  calls arrive we page technician upon order
  arrival.

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Labels w/Bin Location

• Activate bin locations so that your labels
  reflect where to store your Inventory helps
  tremendously in storing parts quicker.
• Bill Bryant ran me the script for my main
  warehouse was kind enough to customize 2
  different types for Labeling Source.
• I have these scripts and willing to share with
  other Users if interested email me
  susan_at_spectrumimaging.net I will be more than
  happy to email you this script or get with me I
  have save with me on my laptop.

6
Inventory Logistics Console

• There are different ways to setup this console
  depending on your companies ordering procedure.
• I have noticed that if you filter out your
  settings it will pick up a lot more re ordering
  items.
• Sales Orders Filtered by Sales Rep or by
  Descriptions of Sales Order
• Our sales orders descriptions are
  labeled Parts Orders Supplies Orders. By
  selecting these filters, the console will
  pick up non stock items.
• Main Warehouse Filter Warehouse number if you
  dont filter console will want to stock all
  warehouses and suggest combined
  orders together. This will cause overstocking
  and a pricey
  Inventory.
• Once purchase order are generated you can edit
  qty. from your regular PO module.

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Purchasing

• If you are on 6.0 make sure that you alter the
  warehouse prior to keying in items if this is
  done when you receive this PO all items will land
  in that warehouse (if multiple warehouse exist)
• One PO is save and you need to order an item you
  will have edit warehouse manually.
• Note If you edit unlocked PO you will notice
  that Warehouse defaulted to Systems Main
  Warehouse this doesnt mean that your
  settings were reset.
• You notice that now you can e-mail your PO, this
  only works if you have a dedicated Sales Rep and
  e-mail is on Vendors Info. Works just like
  emailing an Invoice. If acceptable with your
  Vendor.

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Spectrum Imaging TechnologiesEl Paso, TXSusan
Loera