Transcript Physical Inventory App - Celerant Technology Corp.

Welcome!
Presenter: Jeff Weaver
Physical Inventory
Major Topics To Be Covered In This Presentation
• Preparation
• Starting Physical
• Counting
• Entering of Qty’s
• Finalize Inventory
Physical Inventory
Preparation
Preparation – Month/Week Advance
• Organization is Key
• Clean up Stock Rooms, Offices, Warehouses, etc.
• Price Tag Merchandise (Tag facing front)
• Review Transactional Data
• Review/Receive All Inter-Store Transfers
• Fix All “X” Scans
• Identify Special Order/Layaways Based on Settings
• Track Committed Inventory – Inventory Store Setting
• Deduct Inventory On Pickup – POS 2 Store Setting
• Check Open RA’s
• Schedule Confirm Inventory – Support
• Confirm GL Accounts are Mapped
Preparation
Preparation – Day Advance
• Confirm All Receiving is Completed
• Purchase Orders
• Transfers
• Confirm All Orders are Shipped
• Sales Orders
• Special Orders
• Return Authorizations
• Identify All Special Orders/Layaways Needing Counted
• Clear All Remaining “X” Items
• Check and Charge Collection Devices
Preparation
Preparation – Day Of Physical
• Perform a Backup of the Database
• Freeze the Floor (No POS, Receiving, Transfers, etc.)
• Run Pre-Physical Inventory OH Reports
• Report Designer
• Analysis > Inventory > Summary
• Analysis > Ad hoc Inventory > Inventory Then – Current
• Start Physical
Physical Inventory
Start Physical
Start Physical
Start Physical
• Method:
• Complete Store
• Style
• Brands
• Department
• OF1 – OF6
• Department/Type
• Department/Type/SubType
• Brand/Department
• Scan Option:
• Barcode
• Serial #/RFID
Physical Inventory
Physical Inventory App
iOS Inventory Application
• Devices:
• iPod Touch 4
• iPhone 4/4S
• Linea Pro Sled
• Loading/Configuration:
• License Must be Purchased
• Must be sent to Celerant Technology for Loading
Physical Inventory App
Inventory App Flow
• Export Barcode File from Celerant and Load on Device
• Prevents and Notifies User of Invalid Barcode Scan without
requiring connection to DB Server
• Start Area Being Counted
• Scan Items
• Finish Area Being Counted
• Finishing Area Provides Total Scan Validation
• Export Counted Items to File
• Pull File from Device Using iTunes or Disk Aid (3rd Party Option)
• Import Count File into Celerant
Physical Inventory App
Export Barcodes From Celerant
• Physical Inventory > Export Barcodes To File
• Save the file as .TXT (remove .CSV)
• Do Not Select any Options from the Export Barcodes
screen
• Save the File as “validcodes.txt”
Physical Inventory App
Load Valid Barcodes To iTunes
• Open iTunes – Select Apps
• Scroll Down to File Sharing
• Celerant Inventory App Should be Listed
• Add the validcodes.txt File that was Exported
• If Prompted – Replace Existing validcodes.txt File
Physical Inventory App
Physical Inventory App
Import Valid Barcodes To iPod
• Open Inventory App
• Select Setup on Bottom Right
Physical Inventory App
Import Valid Barcodes To iPod
• While Connected To iTunes select “Import Valid Barcodes”
• If Successful, select “OK”
Physical Inventory App
Import Valid Barcodes To iPod
• Next, Select Store Settings to Define the Store the Count is
being performed for.
• Enforce Valid Barcodes – Scanning will check “validcodes.txt”
for valid barcode
Physical Inventory
Count Inventory
Scanning Inventory
• Note: Set the iPod’s Auto-Lock to “Never” to avoid turning off
during scanning.
Count Inventory
Scanning Inventory
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•
•
•
Select “Start Area” for Validation Check on # of Items Scanned
Button will change to “Finish Area”
Scanning/Entry can Begin
Select “Quantity” to change Scanned Item’s Counted Quantity
Count Inventory
Inventory To Count
•
Special Order/Layaway Items
• Deduct Inventory on Pickup/Track Committed Inventory
• Flags Checked – Count Items
• Flags Un-Checked – DO NOT Count
•
•
Sales Orders – Count Items
Shipped Sales Orders – DO NOT Count
•
•
Received PO’s – Count
Non-Received PO’s – DO NOT Count
•
•
Received Transfers – Count
Non-Received Transfers – DO NOT Count
•
•
Non-Shipped Return Authorizations – Count
Shipped Return Authorizations – DO NOT Count
•
Defective Items Saved as NAS – DO NOT Count
Count Inventory
Scanning Inventory
• Select “Finish Area” to Enter Quantity Scanned
• Prompt: Enter validation quantity – Select “Validate”
• Validation Failed:
• Rescan – Removes items scanned in area
• Accept – Allows starting of new area
Count Inventory
Scanning Inventory
• Select “Finish Area” to Enter Quantity Scanned
• Prompt: Enter validation quantity – Select “Validate”
• Validation Successful:
• No – Continues Current Area
• New Area – Allows starting of New Area
Count Inventory
Scanning Inventory
• Cancel Session – Able to Clear Everything Scanned
• Restart Area – Able to Clear Current Area being processed
Count Inventory
Scanning Inventory
• Invalid Barcode – Scanning an Invalid Barcode will alert the
User with an invalid buzz sound while vibrating the iPod/iPhone
Count Inventory
Scanning Inventory
• Once Complete – Select “Export” on the Button
• Export – This will save the data scanned into a file labeled
“celerant.txt” in order to access through iTunes.
Count Inventory
Export Inventory From iTunes
• Open iTunes – Select Apps
• Scroll Down to File Sharing
• Celerant Inventory App Should be Listed
• Select “celerant.txt” File. Drag and drop to desired location
on machine.
Count Inventory
Export Inventory From iTunes
Physical Inventory
Open Physical
Open Physical
Work With Open Physical
• Count Entry:
• Download
• Start Scan – Scan Items on Screen
• Download From Disk – Imports File (IPod Option)
• Upload From Palm – Palm Applications
• Start RFID Scan – Uses RFID configured device
• Download RFID/Serial – Imports File
• Enter Styles Manually
Open Physical
Work With Open Physical – iPod App
• Download From Disk - Using iPod/iPhone
• Pick File from iTunes
Open Physical
Work With Open Physical - CCM
• Use Celerant Command Mobile (CCM)
Open Physical
Work With Open Physical - CCM
• Select the Desired Method
Open Physical
Work With Open Physical - CCM
• Enter the Desired Session Name
Open Physical
Work With Open Physical - CCM
• Scan the Items – Checks Barcode on Main DB
Open Physical
Work With Open Physical - CCM
• Send the Count to the Main DB
Open Physical
Work With Open Physical – Scan Front-End
• Start Scan/Finish Scan
• Scan Item with Default Qty of 1
• Jump to Qty after Scan
Open Physical
Work With Open Physical – Manual Front-End
• Enter Styles Manually
• Enter a Session
• Select Items to Include in Session
• Accept Session
Open Physical
Work With Open Physical – Manual Front-End
• Enter Styles Manually
• See Downloads – Details
• Select Style – Enter SKU Quantities
Open Physical
Work With Open Physical – Manual Front-End
• Enter Styles Manually – Other Option
• Enter Qty’s in .csv file and Download from Disk
• Sku/Stores List Grid:
• Barcode, Brand, Style, Descr, Attr 1, Attr 2, Size
• Right-Click > Export
• Add New Column for Counted Qty’s
• Manually Enter Qty’s
• Remove Headers and Additional Columns besides
Barcode and Quantity
• Save File
Open Physical
Work With Open Physical – Manual Front-End
• Use Download from Disk Option
Physical Inventory
Compare and Rollback
Compare and Rollback
• Compare/Rollback - System compares items physically counted with
what system thought was on-hand at that time period
• Rollback Date – System will compare qty’s based off date entered
• Rollback looks at data as of 12:01AM of Date selected
• Physical Starts Beginning of Day 1/1/13
• Rollback = 1/1/13
• Physical Starts Ending of Day 1/1/13
• Rollback = 1/2/13
• Blank Rollback Date – Compares count as of Current Date
Physical Inventory
Review
Review Physical Inventory
• Review
• Only Show Discrepancies
• No Zero Quantities
• Show/Print – Crystal Report
• Export to CSV
Review
Review Physical Inventory
Physical Inventory
Resolve
Resolve Physical Inventory
• Resolve Discrepancies – Finishes Physical Inventory
• Cancel Inventory – Cancels Physical Inventory
• Run Post-Physical Inventory OH Reports
• Report Designer
• Analysis > Inventory > Summary
• Analysis > Ad hoc Inventory > Inventory Then – Current
Physical Inventory