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Welcome!. Physical Inventory. 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. Preparation – Month/Week Advance.

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Welcome!

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Presentation Transcript

  1. Welcome! Physical Inventory Presenter: Jeff Weaver

  2. Physical Inventory Major Topics To Be Covered In This Presentation • Preparation • Starting Physical • Counting • Entering of Qty’s • Finalize Inventory

  3. Physical Inventory Preparation

  4. 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

  5. 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

  6. 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

  7. Physical Inventory Celerant Start Physical

  8. Start Physical

  9. Start Physical Start Physical • Method: • Complete Store • Style • Brands • Department • OF1 – OF6 • Department/Type • Department/Type/SubType • Brand/Department • Scan Option: • Barcode • Serial #/RFID

  10. Physical Inventory Physical Inventory Application

  11. 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

  12. 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

  13. 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”

  14. 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

  15. Physical Inventory App

  16. Physical Inventory App Import Valid Barcodes To iPod • Open Inventory App • Select Setup on Bottom Right

  17. Physical Inventory App Import Valid Barcodes To iPod • While Connected To iTunes select “Import Valid Barcodes” • If Successful, select “OK”

  18. 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

  19. Physical Inventory Count Inventory with Inventory App

  20. Count Inventory Scanning Inventory • Note: Set the iPod’s Auto-Lock to “Never” to avoid turning off during scanning.

  21. Count Inventory Scanning Inventory • 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

  22. 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

  23. 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

  24. 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

  25. Count Inventory Scanning Inventory • Cancel Session – Able to Clear Everything Scanned • Restart Area – Able to Clear Current Area being processed

  26. Count Inventory Scanning Inventory • Invalid Barcode – Scanning an Invalid Barcode will alert the User with an invalid buzz sound while vibrating the iPod/iPhone

  27. 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.

  28. 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.

  29. Count Inventory Export Inventory From iTunes

  30. Physical Inventory Work With Open Physical

  31. Open Physical

  32. 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

  33. Open Physical Work With Open Physical – iPod App • Download From Disk - Using iPod/iPhone • Pick File from iTunes

  34. Open Physical Work With Open Physical - CCM • Use Celerant Command Mobile (CCM)

  35. Open Physical Work With Open Physical - CCM • Select the Desired Method

  36. Open Physical Work With Open Physical - CCM • Enter the Desired Session Name

  37. Open Physical Work With Open Physical - CCM • Scan the Items – Checks Barcode on Main DB

  38. Open Physical Work With Open Physical - CCM • Send the Count to the Main DB

  39. 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

  40. Open Physical Work With Open Physical – Manual Front-End • Enter Styles Manually • Enter a Session • Select Items to Include in Session • Accept Session

  41. Open Physical Work With Open Physical – Manual Front-End • Enter Styles Manually • See Downloads – Details • Select Style – Enter SKU Quantities

  42. 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

  43. Open Physical Work With Open Physical – Manual Front-End • Use Download from Disk Option

  44. Physical Inventory Compare and Rollback

  45. 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

  46. Physical Inventory Review Physical Inventory

  47. Review Review Physical Inventory • Review • Only Show Discrepancies • No Zero Quantities • Show/Print – Crystal Report • Export to CSV

  48. Review Review Physical Inventory

  49. Physical Inventory Resolve Physical Inventory

  50. 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

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