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Inventory Module Fundamentals (Part II)
Demo: Complete a stocktake video
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Inventory Module Fundamentals (Part II)
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Demo: Complete a stocktake video
Inventory Module Fundamentals (Part II)
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Welcome
Welcome back to the Inventory module!
By the end of this course, you should be able to:
Managing Stock
Conduct a stocktake with accuracy and flexibility
Stocktake vs. adjustment
Example: Indoorsy
Set up the stocktake
Fields to know
10 xp
Quiz
Stocktake protections
5 xp
Quiz
Run the stocktake
10 xp
Quiz
Perform a manual count
Import a stocktake
Add items back into inventory
Best Practices
Knowledge check
10 xp
Pause and think
Check your stocktake
Complete the stocktake
Demo: Complete a stocktake video
Try it yourself: Complete a sample stocktake
Stock Adjustment
Make a stock adjustment
3 Steps - stock adjustment
Demo: Make a stock adjustment video
Knowledge check
10 xp
View stocktakes and adjustments
Transferring Stock
Transferring stock
Stages of a stock transfer
Video: 5 phases of a stock transfer
Knowledge check
10 xp
Stage 1: Transfer Order
Complete a stock transfer
#1 Complete the stock transfer header.
#2 Add product lines.
#3 Authorize the transfer order.
Knowledge check
10 xp
Stage 2: Order Pick
Stage 2: Order Pick
#1 Add product lines.
#2 Specify Batch, Serial, Expiry, and/or Bin (if applicable).
#3 Specify Transfer Quantity.
#4 Specify Sent Date.
#5 Send Stock.
Knowledge check
10 xp
Stage 3: In Transit
Stage 3: In Transit
Stage 4: Put Away (receive)
Stage 4: Put Away (receive)
#1 Add product lines.
#2 Specify Batch, Serial, Expiry, and/or Bin (if applicable).
#3 Specify Received Quantity.
#4 Specify Received Date.
#5 Mark the Put Away phase complete.
Stage 5: Stock Transfer Complete
Stock Transfer Complete
Demo: Complete a stock transfer
Knowledge check
10 xp
Try it yourself: Complete a stock transfer
Simplify your stock transfer
Simplify your stock transfer
Skip Stock Transfer Order
Skip Order Pick and Put Away
Skip Pick, In Transit, and Put Away
Skip Order, Pick, In Transit, and Put Away
Pause and think
Finished
CERTIFICATION TEST
Inventory Module Fundamentals (Part II)
Demo: Complete a stocktake video
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