Part 3.0: Inventory Functions Inventory
Transcript of Part 3.0: Inventory Functions Inventory
![Page 1: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/1.jpg)
CONFIDENTIAL
Part 3.0: Inventory Functions – InventoryCalem Enterprise TrainingCommercial Open Source EAM/CMMS
Summer 2018
Austin, Texas
![Page 2: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/2.jpg)
CalemEAM
2CONFIDENTIAL © 2018 CalemEAM Inc.
What are the goals - Inventory
Goals
I know how to setup inventory
I know how to create global items
I know how to create site inventory
I know how to receive parts to storerooms
I know how to checkout parts from storerooms
I know how to move parts in storerooms
I know how to count items in storerooms
I know how to populate inventory module via excel files
![Page 3: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/3.jpg)
CalemEAM
3CONFIDENTIAL © 2018 CalemEAM Inc.
Inventory Module
![Page 4: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/4.jpg)
CalemEAM
4CONFIDENTIAL © 2018 CalemEAM Inc.
Product Overview – Functions
![Page 5: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/5.jpg)
CalemEAM
5CONFIDENTIAL © 2018 CalemEAM Inc.
Inventory Module - Item
• Global item list for part and service
• An item may be an asset item
![Page 6: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/6.jpg)
CalemEAM
6CONFIDENTIAL © 2018 CalemEAM Inc.
Inventory Module – Item Creation
• “Item #” – auto-generated if left blank
• Set Note and Description (to share with Site Item)
• Set Category, UOM, Model, Manufacturer
![Page 7: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/7.jpg)
CalemEAM
7CONFIDENTIAL © 2018 CalemEAM Inc.
Item Form – Site Inventory
• Site Inventory: Item used in sites
• Item Reference: part numbers by vendor/manufacturer
![Page 8: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/8.jpg)
CalemEAM
8CONFIDENTIAL © 2018 CalemEAM Inc.
Item Form – Part
• Spare Parts for the Item
• Tools for the item
![Page 9: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/9.jpg)
CalemEAM
9CONFIDENTIAL © 2018 CalemEAM Inc.
Item Form – UOM
• Item specific Units
• Item specific conversion (1 box = 10 each)
![Page 10: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/10.jpg)
CalemEAM
10CONFIDENTIAL © 2018 CalemEAM Inc.
Item Form – Doc & Attachment
![Page 11: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/11.jpg)
CalemEAM
11CONFIDENTIAL © 2018 CalemEAM Inc.
Item Form – Lot
• Use Lot to manage time-sensitive items
• Items become invalid for checkout if lot expired
![Page 12: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/12.jpg)
CalemEAM
12CONFIDENTIAL © 2018 CalemEAM Inc.
Site Inventory
• Storerooms for Site
• Bin in Stores
• Item stocked in Sites
• Customer Inventory
• Project Inventory
![Page 13: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/13.jpg)
CalemEAM
13CONFIDENTIAL © 2018 CalemEAM Inc.
Site Inventory - Creation
• Set Item, Site (Note & Description to copy from Item if not set)
• Set Reorder to Min/Max; Order creation to Automatic for auto-Requisition
![Page 14: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/14.jpg)
CalemEAM
14CONFIDENTIAL © 2018 CalemEAM Inc.
Site Inventory – Storerooms and Bins
• Set up storerooms
• Set up bins in a storeroom
![Page 15: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/15.jpg)
CalemEAM
15CONFIDENTIAL © 2018 CalemEAM Inc.
Site Inventory – Store Inventory
• Qty in Stores
• Qty in Bins (or Locators)
![Page 16: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/16.jpg)
CalemEAM
16CONFIDENTIAL © 2018 CalemEAM Inc.
Site Inventory – Vendor and Prices
• Vendors, Unit and Prices
![Page 17: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/17.jpg)
CalemEAM
17CONFIDENTIAL © 2018 CalemEAM Inc.
Site Inventory – Transaction
• Transaction History
![Page 18: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/18.jpg)
CalemEAM
18CONFIDENTIAL © 2018 CalemEAM Inc.
Site Inventory – Transaction Menu
• Inventory | Transactions
![Page 19: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/19.jpg)
CalemEAM
19CONFIDENTIAL © 2018 CalemEAM Inc.
Site Inventory – Receive
• Receive Non-Assets and Asset Items
• Asset Items require serial numbers and asset tags
![Page 20: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/20.jpg)
CalemEAM
20CONFIDENTIAL © 2018 CalemEAM Inc.
Site Inventory – Adjust Cost by Invoice
• Adjust PO cost by invoice item total, tax and freight
• Attach invoice and package slips
• For POs with multiple PO lines, each PO line has to be adjusted manually
![Page 21: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/21.jpg)
CalemEAM
21CONFIDENTIAL © 2018 CalemEAM Inc.
Site Inventory – Adjust Qty Received
• Adjust Qty received
![Page 22: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/22.jpg)
CalemEAM
22CONFIDENTIAL © 2018 CalemEAM Inc.
Site Inventory – Checkout
• Issue Parts to Work Order, User, or Asset
![Page 23: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/23.jpg)
CalemEAM
23CONFIDENTIAL © 2018 CalemEAM Inc.
Site Inventory – Physical Counting
• Set physical count of bin stock periodically
![Page 24: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/24.jpg)
CalemEAM
24CONFIDENTIAL © 2018 CalemEAM Inc.
Site Inventory – Off-Site Repair
• See the blog: http://www.calemeam.com/calemcustomers-2/asset-off-site-repair-and-tracking
![Page 25: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/25.jpg)
CalemEAM
25CONFIDENTIAL © 2018 CalemEAM Inc.
Barcode
Equipment Required:
• Barcode Label Printer (such as Honeywell PC43T)
• Barcode Scanners (corded or wireless) connected to PCs
• Barcode Computers
• Device with Scanners (such as CT-50)
• iOS/Android Devices (use device camera as scanner)
Corded CT-50 Android iOS/Android
![Page 26: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/26.jpg)
CalemEAM
26CONFIDENTIAL © 2018 CalemEAM Inc.
Barcode – Touch PC and Scanner
Use Touch PC and Barcode Scanner as a Checkout Stationin a Storeroom
![Page 27: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/27.jpg)
CalemEAM
27CONFIDENTIAL © 2018 CalemEAM Inc.
Barcode Transactions
Physical Count
• Use a barcode computer (CT-50, iOS/Android) to walk aisles/shelves to count stock quantity.
Checkout
• Option 1: Use barcode scanner connected to a PC as a Checkout Station
• Option 2: Use a barcode computer (CT-50, iOS/Android) to walk aisles/shelves to check out items.
![Page 28: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/28.jpg)
CalemEAM
28CONFIDENTIAL © 2018 CalemEAM Inc.
Inventory Module – Reports
• Stock Level
• Vendor Price
• Transaction
![Page 29: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/29.jpg)
CalemEAM
29CONFIDENTIAL © 2018 CalemEAM Inc.
Inventory Module – Data Upload
• Inventory Setup Flow:
• http://www.calemeam.com/calemcustomers-2/data-setup-part-1-inventory-setup
• Use Excel Templates to initialize your inventory module
• http://www.calemeam.com/calemcustomers-2/upload-1-inventory-setup-by-data-upload
![Page 30: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/30.jpg)
CalemEAM
30CONFIDENTIAL © 2018 CalemEAM Inc.
Inventory Module – Hands-On Lab
Hands-On
• Set up an Item and Reference Numbers
• Set up a Site Inventory Item
• Set up Min/Max and Reordering to be automatic
• Perform Inventory Transactions
• Receive
• Checkout
• Adjust quantity received
• Adjust PO cost by invoice
• Move items
• Physical Count
• Run an inventory transaction report for a period of time
• Barcode checkout
• Barcode Physical Count
![Page 31: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/31.jpg)
CalemEAM
31CONFIDENTIAL © 2018 CalemEAM Inc.
Next Module – REQ & PO
![Page 32: Part 3.0: Inventory Functions Inventory](https://reader031.fdocuments.net/reader031/viewer/2022013018/61d0b021e455bb37837e0da0/html5/thumbnails/32.jpg)
CalemEAM
32CONFIDENTIAL © 2018 CalemEAM Inc.
Thank You!
Thank You for Attending
the CalemEAM Training!
Visit Us at www.calemeam.com