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Inventory

Inventory. Presented By: Todd Grimm & Jim Batty. Agenda. Physical Inventory vs Inventory Adjustments Propane Tanks Item Inquiry Screens (drill down to layer info) Tips & Tricks Q & A. Physical Inventory.

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Inventory

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  1. Inventory Presented By: Todd Grimm & Jim Batty

  2. Agenda • Physical Inventory vs Inventory Adjustments • Propane Tanks • Item Inquiry Screens (drill down to layer info) • Tips & Tricks • Q & A.

  3. Physical Inventory • Physical Inventory transaction is most often used when doing a physical count of on-hand inventory for an entire area (ie. Service Van) • Enter your counted quantities • System automatically creates an Inventory Adjustment transaction for the Difference between the on-hand quantity and counted quantity.

  4. Physical Inventory • Can be done on the Server for ALL types of inventory items • Can NOT be done on Delivery Mobile devices • Can be done on Service Mobile devices to take Service Van Inventory

  5. Demonstration Time • Service Mobile Physical Inventory Process • See Handout

  6. Inventory Adjustments • Used to correct inventory items on a one by one basis • Corrections are made up or down by a specific quantity • All adjustments are made on the server by office personnel

  7. Propane Tanks • Assigning a Leased Tank to a Customer • Return a Leased Tank to Warehouse • Reassign a Leased Tank to a new Customer • Sell a Propane Tank to a Customer • Customer buying their Leased Tank

  8. Inventory Tips & Tricks • Month End - Proper Sequence • Match all BOLs • Post ALL transactions • Close fiscal period • Export to GL • Run and keep the Historical Stock Status Report

  9. Inventory Tips & Tricks • Storing Info on a customer owned propane tank • To store the same info on a customer owned propane tank that they do on the leased tanks • Enter the customer serial number on the tank screen • Click on the loaned equipment link • Fill in all the info that you want • Except for the serial number (leave blank) • Save and it is all there for future needs

  10. Inventory Tips & Tricks (cont.) • Did you know • You can override inventory layer cost on (non-transfer) transactions if • None of the layer has been consumed • Related GL journal entries haven’t been exported to GP / Excel yet • Flat Rate Pricing • We have done pricing updates from the Profit Strategies data files • Has to be customized for each customer

  11. THE END • Q & A • Sharing of Experiences and/or Processes • Thank-you for Attending

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