Inventory Setup and Usage

1
Inventory Setup and Usage

• Fusion 08
• John Berenguer

2
Overview

• It all comes down to Plus or Minus
• On Hand
• On Order
• Allocated
• What to track
• Raw materials
• Finished Goods (FG)
• Customer supplied
• Kits

3
Overview

• What level of detail
• Item Types impacts behavior
• Locations/Bins impacts behavior
• Product Groups/Sub-groups - reporting
• Status impacts behavior
• Serial ID impacts behavior
• Description Only streamline data input

4
Setup

• Inventory System settings
• Item Types
• Allow Decimals qtys tracked to nearest .0001
• Is it paper or ink (used by job jacket)
• Auto Job Type from eService
• Special Types
• Serial IDs (rolls)
• Helps with stock rotation
• Kits
• Automatically adjusts related components

5
Setup

• Locations/Bins
• If enabled, each transaction must specify one
• Unlimited of Bins per Location
• Product Groups/Sub-groups
• Not required. Great reporting tool
• Unlimited of sub-groups per group
• Status
• Controls exposure in ecommerce, fulfillment,
  reporting
• Serial ID
• If enabled, each roll transaction requires a
  serial ID

6
Setup

• Inventory Items
• Raw Materials
• Finished Goods
• Serial ID (roll)
• Kits

7
Procedures

• Generate Transactions
• Manually
• Enter counts
• Correct discrepancies
• Enter receipts
• Enter pulls
• Enter pulls for jobs
• Automatically generates job cost transaction
• Transfer locations

8
Procedures

• Generate Transactions
• Automatically
• Data Collection Pull Materials
• Purchasing Receive PO
• Job Control Material Pull
• Job Shipment Ship to Inventory
• Job Billing Finished Goods Jobs (pick pack)
• Estimating - creates allocation upon conversion

9
Procedures

• Review transactions
• Time spent up front is a good investment
• Edit transactions
• Maintain accurate information
• Post transactions
• Clears temporary transaction entries
• Creates permanent history entries

10
Procedures

• Generate Transactions
• Automatically
• Data Collection Pull Materials
• Purchasing Receive PO
• Job Control Material Pull
• Job Shipment Ship to Inventory
• Job Billing Finished Goods Jobs (pick pack)
• Estimating - creates allocation upon conversion

11
Reporting

• General
• Inventory Items
• Quantities
• Activity
• Transactional data (ins outs)
• FG Storage
• Storage charges
• Maintenance
• Setup files
• Labels

12
Questions and Answers