Transcript
Receive a serial numbered phone, write off expiring lots, and turn low stock into purchase order drafts.
0:00 Introduction
Some items need more than a count. A phone has its own serial number. Bread has a use by date. And everything eventually runs low. In this episode we use three tools for these cases.
0:13 Receiving a serial numbered unit
Items like phones, bikes and rings are tracked one by one, by serial number. To bring one into stock, tap Receive unit.
First, scan the barcode on the box. That tells the scanner which product this is. If you have no barcode, tap the search button, or use Find product.
It is a Smartphone X, 256 gigabytes, in black. The scanner now asks for the serial number. Scan the I M E I from the back of the phone.
If that serial number is already in the system, the scanner tells you so, and where the unit is. That stops the same phone being added twice.
Check the serial number. The unit cost starts at the usual cost of the product. Change it to what this unit really cost you. Below are details that belong to this kind of product, such as the carrier lock and the condition. The I M E I has been filled in from the serial number.
The switch Add to on-hand stock is on, so the stock goes up by one. Tap Receive unit.
The scanner confirms that the unit was added to stock. It keeps a list of what you have received in this session, so you can carry on with the next unit.
1:27 Expiring lots
Now to items with a use by date. Go back, and tap Expiring lots.
The row of buttons at the top chooses how far ahead to look, from three days to ninety. Under it you see how many lots are about to expire, and how many units they hold.
Each lot shows the product, the lot number, the date, and how many are left in the lot. The number on the left is the days remaining. We have two lots of sourdough bread that are close to the end.
This lot goes off soonest, so we write it off. Tap Write off.
Choose how many to write off. The buttons offer one, or the whole lot. We choose all twelve, and tap Write off.
The scanner confirms what was written off, and the lot leaves the list. The stock goes down by the same amount.
2:16 Low stock
The last tool is Low stock.
It lists every item at or below its reorder point, grouped by supplier. Each line shows the product, the point at which it should be reordered, the quantity the scanner suggests ordering, and how many are on hand now. Some are below zero, which usually means stock was sold before it was counted in.
You can type in the filter box to find an item, a supplier, or a product name.
To start ordering, tap Create PO drafts at the bottom.
The scanner explains what it will do. It makes a draft order for each supplier, sized from the reorder quantities, minus what is already on order. A draft is not sent. Review and send them from the back office. Tap Create drafts.
The drafts are made. A manager can review them in the back office, change quantities, and send them to the suppliers.
In the next episode, we deal with a barcode the system does not know yet.