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Inventory Management Training
Training Outline
I.Birch Street Login Link:
A.Login ID and Password
II.REQ Tab
A.Storeroom clerks editing REQ’s
B.Plan Purchases
1.Aggregating REQ’s for Planning
2.Plan Purchase Options
3.Creating PO’s from Plan Purchases – Storeroom PO’s
4.Updating REQ’s to Planned
5.Un-planning a line item on a REQ
C.Fulfill REQ’s
1.Fulfill REQ options
2.Fulfilling REQ’s by REQ Number
a)Fulfilling all items
b)Partial Fulfillment
c)Substituting an item
d)Cancelling Quantity
III.Take Inventory
A.Selecting the Storeroom
B.Generating the Inventory list in Excel
C.Entering On hand quantity and inventory month
D.Importing the Inventory template
E.When Inventory will be updated in system
F.No Fulfillment during Take Inventory
G.CancelingTake Inventory
IV.Inventory Transfers
A.Outlet to Storeroom
B.Outlet to Outlet
C.Storeroom to Storeroom
D.Storeroom to Outlet
V.Inventory Adjustments and Budget Impact
VI.Other Inventory Order Guide Tools
A.Deactivate an Inventory Item
B.Reactivate an Inventory Item
C.Replace IV Item (Find and Replace)
VII.Inventory Reports
Average Price Report / This is an Inventory Report that keeps an Average price per month, quarter, year by Item #. It also tracks how many units were purchased.Category Listing / This is an inventory report that lists all the categories and sub-categories that inventory items can be assigned to.
Department Summary Usage Analysis / This is an inventory summary report that shows by Department and Quarter how much they spent and what % of total purchases for the year that is.
Detail Cost by Outlet Report / Provides cost by outlet (department) by budget period for storeroom transactions such as fulfillments and transfers can group by GL accts. This report shows the inventory item information.
Inventory Actuals History Report / Shows historical Take inventory valuation by Storeroom location for every item
Inventory Extension Report / Shows the inventory valuation by Storeroom location for every item - quantity on hand and the inventory cost
Inventory Item Turns Report / Shows the movement of items from month-to-month based upon the starting quantity divided by the ending quantity - this is calculated using a procedure at month end.
Inventory Sheet / List of items by Storeroom location, then location, shelf, sort order
Inventory Supplier Purchases Report / Inventory items purchased from a supplier includes supplier name, item number, item name, category and how many items per month or quarter the items were purchased.
Inventory Transfer Recap Report / Lists all inventory transfers by date. This includes transfers between departments (outlets) and storeroom and any combination.
Inventory Variance Report / This lists all items and their respective activity by year and month. This uses the data warehouse and includes transfers, fulfillments, inventory counts, receiving.
Item Cards Report / Shows all activity in and out for inventory items by transaction date
Product Master File Listing / Inventory list of items by Storeroom location
Storeroom Requisition (REQ) Report / Shows all statuses of Storeroom REQ's by Storeroom location, buyer, including line item information.
Storeroom Requisition (REQ) Summary Report / Provides summary REQ data by REQ number. Shows all statuses of Storeroom REQ's by Storeroom location, buyer, req number.
Summary Cost by Outlet Report / Provides cost by outlet (department) by budget period for storeroom transactions such as fulfillments and transfers can group by GL accts.
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