Physical Inventory

Report
Welcome!
Presenter: Tandy Trujillo
Physical
Section
Inventory
Header
Major Topics To Be Covered
• Complete Physical Inventory
• Cycle Counts / Partial Physical Inventory
• Linear Pro Sled w/ Standalone App
• Physical Inventory Process using Inventory App
Complete Physical Inventory
Complete
Physical Header
Inventory
Section
Recommended Frequency
• Size of store, time needed to count the store, and
resources required will determine how many PI’s per year.
• Minimum of 1x per year.
• Preferred 2x per year.
Complete
Physical Header
Inventory
Section
Counting Options
• Celerant’s Physical Inventory Standalone App for
iPod/iPhone – No Network Connection Required
• Celerant Command Mobile (CCM) with barcode scanners
– Network Connection Required
• Handheld Barcode Scanners – Saved as .txt files.
• Manual Count / Entry using Count Sheets
• 3rd Party Inventory Services
Complete
Physical Header
Inventory
Section
Preparation is Key to Success
Preparation will ensure an efficient and accurate Physical
Inventory.
• One Month Prior
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Organize Store and Stock Room
Check shelf and item tags
Test Hardware
• Two Weeks Prior
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Clean up transactions, i.e. Transfers, X Scans on Receipts, Open
Receipts, Purchase Orders, RA’s.
Confirm if merchandise on Layaways/Special Orders is to be
counted (Store Setting).
G/L accounts mapped.
Schedule Confirm Inventory
Complete
Physical Header
Inventory
Section
Preparation is Key to Success
• One Week Prior to Inventory
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•
Plan Cut off day for Transfers and Receiving.
Close any open Physical Inventories in Celerant.
• One Day Prior to Inventory
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Confirm all transfers and purchase orders that will be counted have
been received.
Verify Confirm Inventory has been run by Support.
Confirm all X items have been replaced.
Identify and Mark Special Order/Layaway product as Inventory /
Do Not Inventory based on store setting.
Clearly Mark discrete scanning areas.
Complete
Physical Header
Inventory
Section
Preparation is Key to Success
• Inventory Day
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•
•
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Freeze Floor – CRUCIAL STEP to ensure accuracy of counts.
Check for current backup.
Run Pre Inventory OH Reporting
Configure Scanners for correct Store ID
Cycle Counts / Partial Inventory
Cycle Counts
/ Partial Header
Inventory
Section
Recommended Frequency
• Cycle Counts / Partial Inventories are recommended as a
monthly procedure.
• Several Methods available to focus in on small subsection
of your store.
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Brand, Taxonomy (Dept/Type), Style(s)
Combinations of Brand/Taxonomy/Style(s)
OF’s.
• Cycle Counts
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Designed to pick selected styles for associates to go to the floor
and count.
Printed count sheets for manual counts.
Cycle Counts
/ Partial Header
Inventory
Section
Counting Options
• Partial Inventory
•
•
•
•
Celerant’s Physical Inventory Standalone App for iPod/iPhone –
No Network Connection Required
Celerant Command Mobile (CCM) with barcode scanners –
Network Connection Required
Handheld Barcode Scanners – Saved as .txt files.
Manual Count / Entry using Count Sheets
• Cycle Counts
•
Manual Count / Entry using Count Sheets
Cycle Counts
/ Partial Header
Inventory
Section
Cycle Count
• Cycle Count
•
Sample Count Sheet
Cycle Counts
/ Partial Header
Inventory
Section
Example Uses
• Counts by Department
•
Works well if store layout is by department and entire department
to be counted.
• Counts by Dept / Brand
•
Works well if store layout is by department, but only a specific
brand is to be counted in that department.
• Counts by Styles
•
Pick and choose higher cost or other targeted items to count
frequently, regardless of department/brand/OF.
Standalone App for iPod/iPhones
StandaloneSection
App for iPod/iPhones
Header
Devices and App Installation
• Linea-Pro Sled converts iPod and iPhone to Inventory
Scanners.
• Compatible with:
• iPod 4th Generation
• iPhone 4/4S
• App Installation is done in house by Setup Team for new
and existing hardware.
StandaloneSection
App for iPod/iPhones
Header
Software and Device Configuration
• Software
•
•
iTunes
Other 3rd party such as Disk Aid (Freeware)
• Inventory App Installation is done in house by Setup Team
for new and existing hardware.
• iPod / iPhone Auto-Lock Setting
•
On the device, Settings -> General, Set Auto-Lock to ‘Never’ to
prevent device from locking during scanning.
StandaloneSection
App for iPod/iPhones
Header
Inventory App Review
Settings Menu
•
Import Data – Import Valid Barcodes
•
Store Settings
StandaloneSection
App for iPod/iPhones
Header
Inventory App Review
Settings Menu
• Store Settings
•
Store ID = Store # being counted
•
Enforce Valid Barcodes
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On = Only accepts valid barcodes.
Off = Will accept any barcode scanned.
StandaloneSection
App for iPod/iPhones
Header
Inventory App Review
Scan Mode
• Buttons/Functions
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Start Area – Required to begin scanning
Finish Area – Closes Area making it available for
download.
Submit = If manually keyed barcode
Quantity = Allows the qty of scans to be edited as
well as Validation qty to be entered.
Cancel Session = Cancels entire session.
Restart Area = Removes scans from current area
and allows scanning to start over.
StandaloneSection
App for iPod/iPhones
Header
Inventory App Review
Export Mode
• Exporting Counts
•
Export - Export Button saves all areas scanned
to Celerant.txt
•
Retrieve File
•
•
iTunes – Drag and Drop from iTunes to local
machine
Disk Aid – Drag and Drop from Disk Aid to local
machine.
Physical Inventory using Inventory App
Physical Inventory using Inventory App
Section Header
Prep Scanners
Step 1: Download Barcodes to Scanners
Barcode Validation for Device
•
Export Barcodes to local machine.
•
File name = validcodes.txt (Must be saved as all lower case).
Physical Inventory using Inventory App
Section Header
Prep Scanners
Step 1: Download Barcodes to Scanners
Copy validcodes.txt to App Files
- iTunes - Copy file from machine to files in Inventory App.
Physical Inventory using Inventory App
Section Header
Prep Scanners
Step 1: Download Barcodes to Scanners
Copy validcodes.txt to App Files
- Disk Aid - Copy file from machine to files in Inventory App.
Physical Inventory using Inventory App
Section Header
Prep Scanners
Step 1: Download Barcodes to Scanners
Import to Device
-
Once file has been added to the App file can now
be imported into device.
Physical Inventory using Inventory App
Section Header
Start Physical
Step 2: Start Physical Inventory in Celerant
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Method = Complete Store
Store = Store being counted
Scan Option = Barcode or Serial #
Physical Inventory using Inventory App
Section Header
Counting Store
Step 3: Counting Store
Scanning
It is strongly recommended that scanning areas be
broken up into many small areas, and that each
area is exported separately. This will help
make recounts and/or count corrections easier to
locate.
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Start Area
Scan Barcodes
Finish Area
Physical Inventory using Inventory App
Section Header
Counting Store
Step 3: Counting Store
Download Counts - Export
- Export from App.
Physical Inventory using Inventory App
Section Header
Counting Store
Step 3: Counting Store
Download Counts – Copy to Local Machine
• Connect device to machine and locate ‘celerant.txt’ in iTunes or 3rd party software like
Disk Aid.
• Drag and Drop ‘celerant.txt’
file to local machine.
Physical Inventory using Inventory App
Section Header
Counting Store
Step 3: Counting Store
Download Counts – Add Counts to Open Physical
• Locate and Edit the Open Physical.
• Download Counts to new Session using Download from Disk option.
Physical Inventory using Inventory App
Section Header
Compare and Roll Back
Step 4: Compare and Rollback
Physical Inventory using Inventory App
Section Header
Compare and Roll Back
Step 4: Compare and Rollback
• Roll back date
• Only used if any transactions have occurred since counts were
physically done.
• Adjustments are created using Roll Back date unless defined to use
current date, via Enterprise Settings.
• Compare
• Generates discrepancies in counts to OH at start of physical inventory.
Physical Inventory using Inventory App
Section Header
Analyze Results
Step 5: Analyze / Review Discrepancies and Counts
Physical Inventory using Inventory App
Section Header
Analyze Results
Step 5: Analyze / Review Discrepancies and Counts
• Print Report or Export to .CSV
• Show Discrepancies will only include sku’s with discrepancies.
• No Zero Qty’s to limit report to only counted items.
• Reports should be saved to .pdf and/or .csv just prior to resolving
discrepancies for future reference. Costs on reports uses current
Avg Cost.
Physical Inventory using Inventory App
Section Header
Corrections / Edits to Counts
Step 6: Make Edits / Corrections / Recounts
- Items that were counted can have qty’s edited.
- Items that were missed would be counted with iPod/iPhones
and downloaded as a New Session.
- Recount of an area can be done by deleting Session and
rescanning and exporting the new counts.
- If any corrections are made, Compare must be done to
regenerate discrepancies based on updated counts.
Physical Inventory using Inventory App
Section Header
Finish Up
Step 7: Resolve Discrepancies and Post Reporting
• Once counts have been confirmed for accuracy, the last step
is to Resolve Discrepancies.
• OH’s are adjusted via Transfer of Type “Physical Adjust”.
• Post Inventory Reporting
• Report Designer
• Analysis -> Inventory -> Summary
• Analysis -> Ad hoc Inventory -> Inventory Then – Current
Physical Inventory
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