Non-Manufacturing Inventory Management

Non-Manufacturing vs. Manufacturing

Inventory Master File

User Defined Numbering Convention  

Supports Serial Numbering  

Product Lines

Inventory Costing Method:

LIFO, FIFO, Standard Cost, Average Cost, Weighted Average, FISH

Purchasing Units vs. Selling Units

Normal Vendor:

Name, ID, Vendor Part Number, Converts Item Number to Vendor Number, Last Purchase Date, Last Unit Cost.....

Backup Vendors 

Default Revenue Account

Default Cost of Goods Sold Account 

Sales Tax Rate  

Pricing Conventions: 

Single Price Only, Multiple Price Levels, Percentage of Cost, Percentage of Sales Price, List Price, Blanket Discount, Dollar Volume Discount, Item Volume Discount, Product Line Discounts 

Reorder Conventions: 

Manual, Automatic, Minimum Stock Level, Maximum Stock Level, Normal Reorder Quantity, Average Usage, Period Usage, Average Lead Time, Calculates EOQ 

Shelf Life Calculation 

Supports Multiple Warehouses

Allows Transfers Between Warehouses

Tracks Inventory While it is Being Transferred 

Inputs

P.O. Application

Order Entry Application

Automatic Cost Distribution to General Ledger  

Price Change Conventions:

Automatic as Costs Change, User Defined, Automatic Across the Board, Item Only, Product Line, User Defined

Calculates Inventory Available Based on Orders 

Split Case and Other Fractional Selling

Supports Bar Code Readers  (and Prints Bar Code Labels)

Adjust Inventory:

Discontinued Items 

Scrap  

Missing Inventory  

 

Receiving Activities (both Input and Output)

Prints or Displays Anticipated Receiving Schedule

Input Material Receipts

Receives Material Without Matching Invoice 

Separate Stock Return Function 

Receives Material Subject to Inspection

Shipping Activities (both Input and Output)

Prints Shipping Schedule

Prints Orders Not Shipped  

Specifies Serial Number Items to be Shipped

Prints Items to be Shipped on Long Term Contract 

Calculates Shipping Weight 

Prints Shipping Documents:

Inventory Pick Lists, Packing Lists, Shipping Labels, Bill of Lading, UPS Labels 

 

Outputs

Inventory status reports (by loc.) = on hand + on order (from P.O.) committed (from O.E.)

Suggests Stocking Levels

Recommends Transfers Between Locations 

Automatic Ordering 

Prints Count Sheets and Inventory Tags 

Freezes Inventory While Taking a Physical Count 

Physical Inventory Reconciliation Routine  

Inventory Activity Report:

By Item Number, By Vendor, By Product Class

Receiving Report

Shipping Report

Late Shipment Report

Identify Problem Sales Orders and Invoices 

Tracks Sales by Salesperson

Tracks Profits by Salesperson  

Provides Sales Projections 

Rank Inventory by Volume or Profitability  

Inventory Analysis:  

Turnover

Percentage Profitability

Dollar Profitability

Item

Product Line

Profit Exception Report

Replenishment Orders Required  

Stock out Only 

Excessive Inventory

User Defined

Inventory Price List

Key variables

# of digits in part numbers
# of items
# of locations
# of sources per item