Best practice orders and stock
- John Nairn (Unlicensed)
- Sharon Harden (Unlicensed)
ORDER MANAGEMENT:
Don’t just let Auto Warehouse run EVERYTHING….who is involved. Use appearance settings to help notify. A good layout to help you understand all outstanding orders, and understand why each is outstanding.
Back Order Management:
Setup your columns. Add Product.ProductSite.NettQtyonHand | Apply colour to anything that has not been ordered (Purchase Order is NULL) and anything that has Net Stock on hand <0
BAD CONTRACT LINE MANAGEMENT:
List Report, filter out flyers, review contract lines that are now too low.
PAPERLESS SUPPLIER INVOICE HANDLING:
Get a NAS drive. Organize backup FIRST. Must be reliable (no printed copies). You can stamp PDF's in free version of adobe. Save to Server folder. Move to NAS at EOM.
DEAD STOCK:
Once you’ve identified dead stock…what next? Each item should be ‘piled’ into 3 sections:
- Keep for substitute or discounted sale
- Move / stock location transfer all substitutable stock to 1 location.
- Make it a location all staff walk past often, so they are familiar with the goods
- Consider placing an auto substitute on a sku for one of the disc. Skus…if applicable.
- Donate for free
- Throw out
- Donate / throw out goods need to be stock adjusted against the same reason.
- Each stock adjustment reason is linked to GL account…are your stock adjustment reasons and GL codes linked the way you want..if not, do you know how to…?