Welcome! Presenter: Tandy Trujillo. Major Topics To Be Covered Complete Physical Inventory Cycle...
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Transcript of Welcome! Presenter: Tandy Trujillo. Major Topics To Be Covered Complete Physical Inventory Cycle...
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
Section HeaderPhysical Inventory
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.
Section HeaderComplete Physical Inventory
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
Section HeaderComplete Physical Inventory
Preparation is Key to Success
Preparation will ensure an efficient and accurate Physical Inventory.
• One Month Prior• Organize Store and Stock Room• Check shelf and item tags• Test Hardware
• Two Weeks Prior• 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
Section HeaderComplete Physical Inventory
Preparation is Key to Success
• One Week Prior to Inventory• Plan Cut off day for Transfers and Receiving.• Close any open Physical Inventories in Celerant.
• One Day Prior to Inventory• 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.
Section HeaderComplete Physical Inventory
Preparation is Key to Success
• Inventory Day• Freeze Floor – CRUCIAL STEP to ensure accuracy of counts.• Check for current backup.• Run Pre Inventory OH Reporting• Configure Scanners for correct Store ID
Section HeaderComplete Physical Inventory
Recommended Frequency
• Cycle Counts / Partial Inventories are recommended as a monthly procedure.
• Several Methods available to focus in on small subsection of your store.• Brand, Taxonomy (Dept/Type), Style(s)• Combinations of Brand/Taxonomy/Style(s)• OF’s.
• Cycle Counts• Designed to pick selected styles for associates to go to the floor
and count.• Printed count sheets for manual counts.
Section HeaderCycle Counts / Partial Inventory
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
Section HeaderCycle Counts / Partial Inventory
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.
Section HeaderCycle Counts / Partial Inventory
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.
Section HeaderStandalone App for iPod/iPhones
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.
Section HeaderStandalone App for iPod/iPhones
Inventory App Review
Settings Menu
• Import Data – Import Valid Barcodes
• Store Settings
Section HeaderStandalone App for iPod/iPhones
Inventory App Review
Settings Menu
• Store Settings
• Store ID = Store # being counted
• Enforce Valid Barcodes• On = Only accepts valid barcodes.• Off = Will accept any barcode scanned.
Section HeaderStandalone App for iPod/iPhones
Inventory App ReviewScan Mode
• Buttons/Functions
• 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.
Section HeaderStandalone App for iPod/iPhones
Inventory App ReviewExport 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.
Section HeaderStandalone App for iPod/iPhones
Physical Inventory using Inventory App
Physical Inventory using the Standalone
Physical Inventory App
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).
Section HeaderPhysical Inventory using Inventory App
Prep Scanners
Step 1: Download Barcodes to ScannersCopy validcodes.txt to App Files- iTunes - Copy file from machine to files in Inventory App.
Section HeaderPhysical Inventory using Inventory App
Prep ScannersStep 1: Download Barcodes to ScannersCopy validcodes.txt to App Files- Disk Aid - Copy file from machine to files in Inventory App.
Section HeaderPhysical Inventory using Inventory App
Prep ScannersStep 1: Download Barcodes to Scanners
Import to Device
- Once file has been added to the App file can now be imported into device.
Section HeaderPhysical Inventory using Inventory App
Start Physical
Step 2: Start Physical Inventory in Celerant• Method = Complete Store• Store = Store being counted• Scan Option = Barcode or Serial #
Section HeaderPhysical Inventory using Inventory App
Counting Store
Step 3: Counting Store
ScanningIt 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.
• Start Area• Scan Barcodes• Finish Area
Section HeaderPhysical Inventory using Inventory App
Counting Store
Step 3: Counting Store
Download Counts - Export
- Export from App.
Section HeaderPhysical Inventory using Inventory App
Counting StoreStep 3: Counting StoreDownload 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.
Section HeaderPhysical Inventory using Inventory App
Counting StoreStep 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.
Section HeaderPhysical Inventory using Inventory App
Compare and Roll BackStep 4: Compare and Rollback
Section HeaderPhysical Inventory using Inventory App
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.
Section HeaderPhysical Inventory using Inventory App
Analyze ResultsStep 5: Analyze / Review Discrepancies and Counts
Section HeaderPhysical Inventory using Inventory App
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.
Section HeaderPhysical Inventory using Inventory App
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.
Section HeaderPhysical Inventory using Inventory App
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
Section HeaderPhysical Inventory using Inventory App