Inventory Module Fundamentals (Part II)

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
  - Quiz
- Stocktake protections
  - Quiz
- Run the stocktake
  - Quiz
- Perform a manual count
- Import a stocktake
- Add items back into inventory
- Best Practices
- Knowledge check
- 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
- View stocktakes and adjustments
Transferring Stock
- Transferring stock
- Stages of a stock transfer
- Video: 5 phases of a stock transfer
- Knowledge check
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
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
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
- 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)