Monthly Web Chat with Calvin O’Driscoll

September 19, 2013

Agenda

• GoToMeeting housekeeping

• Overview of inventory control

• Inventory items wizard

• Inventory item transactions

• Physical inventory processing

• Q & A

Housekeeping

• During the Webinar, all attendees will be muted and placed in listen only mode. I will open the lines at the end of each section and address questions. I will open the lines again during the Q&A session.

• If you have a question, you may also enter it in the chat window and I will answer promptly during the Q&A session.

Inventory Control

OVERVIEW OF INVENTORY CONTROL:

• Inventory control can be used as a standalone program or fully integrated with purchase order, order entry, accounts receivable & payable, and general ledger modules

• Inventory Control offers a complete multilocation inventory management system that keeps track of stock levels and processes inventory receipts, shipments, returns, and adjustments—allowing you to control inventory costs while having enough stock to meet customer demand.

Inventory Control

INVENTORY ITEMS WIZARD:

• Open Inventory Control / I/C Items & Price Lists / Items Wizard

• Enter item number & description, structure code, category, account set, costing method, and default price list

• Enter unit of measure & stocking unit, tax information, location details, vendor info

• Enter price list info, specific pricing, manufacturers item number, customer item number, reorder information,

• Click finish

Inventory Control

INVENTORY RECEIPT:

• Open Inventory Control / I/C Transactions / Receipts

• Enter description, dates, vendor, PO number, currency info, additional costs, item number, location, quantity, unit of measure, and cost

• Click post, and select no to delete the receipt

Inventory Control

INVENTORY SHIPMENT:

• Open Inventory Control / I/C Transactions / Shipments

• Enter description, dates, customer, reference, price list, currency info, item number, location, quantity, unit of measure, and price

• Click post, and select no to delete the shipment

Inventory Control

INVENTORY LOCATION TRANSFER:

• Open Inventory Control / I/C Transactions / Transfer

• Enter document type, dates, description, reference, item number, from location, to location, quantity, unit of measure, and print transfer receipt

• Click post

Inventory Control

INVENTORY ADJUSTMENT:

• Open Inventory Control / I/C Transactions / Adjustments

• Enter dates, description, reference, item number, adjustment type, location, quantity & cost if applicable, and unit of measure

• Click post, and select no to delete the adjustment

Inventory Control

PHYSICAL INVENTORY COUNT:

• Open Inventory Control / I/C Physical Inventory

• Generate & print inventory worksheets

• Enter physical count (either in physical inventory quantities or inventory counts screen)

• Print inventory reconciliation report

• Post inventory reconciliation

• Print inventory reconciliation report to ensure all items posted correctly

Q & A

Contact Details: Calvin O’Driscoll, ERP Manager

(709) 726 – 8347 ext. 419 calvin.odriscoll@atlanticdatasystems.com

For support:

support@atlanticdatasystems.com