Welcome! Presenter: Tandy Trujillo

Major Topics To Be Covered Complete Physical Inventory Cycle Counts / Partial Physical Inventory Linear Pro Sled w/ Standalone App Physical Inventory Process using Inventory App Section HeaderPhysical Inventory

Complete Physical Inventory

Recommended Frequency Size of store, time needed to count the store, and resources required will determine how many PI’s per year. Minimum of 1x per year. Preferred 2x per year. Section Header Complete Physical Inventory

Counting Options Celerant’s Physical Inventory Standalone App for iPod/iPhone – No Network Connection Required Celerant Command Mobile (CCM) with barcode scanners – Network Connection Required Handheld Barcode Scanners – Saved as.txt files. Manual Count / Entry using Count Sheets 3 rd Party Inventory Services Section Header Complete Physical Inventory

Preparation is Key to Success Preparation will ensure an efficient and accurate Physical Inventory. One Month Prior Organize Store and Stock Room Check shelf and item tags Test Hardware Two Weeks Prior Clean up transactions, i.e. Transfers, X Scans on Receipts, Open Receipts, Purchase Orders, RA’s. Confirm if merchandise on Layaways/Special Orders is to be counted (Store Setting). G/L accounts mapped. Schedule Confirm Inventory Section Header Complete Physical Inventory

Preparation is Key to Success One Week Prior to Inventory Plan Cut off day for Transfers and Receiving. Close any open Physical Inventories in Celerant. One Day Prior to Inventory Confirm all transfers and purchase orders that will be counted have been received. Verify Confirm Inventory has been run by Support. Confirm all X items have been replaced. Identify and Mark Special Order/Layaway product as Inventory / Do Not Inventory based on store setting. Clearly Mark discrete scanning areas. Section Header Complete Physical Inventory

Preparation is Key to Success Inventory Day Freeze Floor – CRUCIAL STEP to ensure accuracy of counts. Check for current backup. Run Pre Inventory OH Reporting Configure Scanners for correct Store ID Section Header Complete Physical Inventory

Cycle Counts / Partial Inventory

Recommended Frequency Cycle Counts / Partial Inventories are recommended as a monthly procedure. Several Methods available to focus in on small subsection of your store. Brand, Taxonomy (Dept/Type), Style(s) Combinations of Brand/Taxonomy/Style(s) OF’s. Cycle Counts Designed to pick selected styles for associates to go to the floor and count. Printed count sheets for manual counts. Section Header Cycle Counts / Partial Inventory

Counting Options Partial Inventory Celerant’s Physical Inventory Standalone App for iPod/iPhone – No Network Connection Required Celerant Command Mobile (CCM) with barcode scanners – Network Connection Required Handheld Barcode Scanners – Saved as.txt files. Manual Count / Entry using Count Sheets Cycle Counts Manual Count / Entry using Count Sheets Section Header Cycle Counts / Partial Inventory

Cycle Count Sample Count Sheet Section Header Cycle Counts / Partial Inventory

Example Uses Counts by Department Works well if store layout is by department and entire department to be counted. Counts by Dept / Brand Works well if store layout is by department, but only a specific brand is to be counted in that department. Counts by Styles Pick and choose higher cost or other targeted items to count frequently, regardless of department/brand/OF. Section Header Cycle Counts / Partial Inventory

Standalone App for iPod/iPhones

Devices and App Installation Linea-Pro Sled converts iPod and iPhone to Inventory Scanners. Compatible with: iPod 4 th Generation iPhone 4/4S App Installation is done in house by Setup Team for new and existing hardware. Section Header Standalone App for iPod/iPhones

Software and Device Configuration Software iTunes Other 3 rd party such as Disk Aid (Freeware) Inventory App Installation is done in house by Setup Team for new and existing hardware. iPod / iPhone Auto-Lock Setting On the device, Settings -> General, Set Auto-Lock to ‘Never’ to prevent device from locking during scanning. Section Header Standalone App for iPod/iPhones

Inventory App Review Settings Menu Import Data – Import Valid Barcodes Store Settings Section Header Standalone App for iPod/iPhones

Inventory App Review Settings Menu Store Settings Store ID = Store # being counted Enforce Valid Barcodes On = Only accepts valid barcodes. Off = Will accept any barcode scanned. Section Header Standalone App for iPod/iPhones

Inventory App Review Scan Mode Buttons/Functions Start Area – Required to begin scanning Finish Area – Closes Area making it available for download. Submit = If manually keyed barcode Quantity = Allows the qty of scans to be edited as well as Validation qty to be entered. Cancel Session = Cancels entire session. Restart Area = Removes scans from current area and allows scanning to start over. Section Header Standalone App for iPod/iPhones

Inventory App Review Export Mode Exporting Counts Export - Export Button saves all areas scanned to Celerant.txt Retrieve File iTunes – Drag and Drop from iTunes to local machine Disk Aid – Drag and Drop from Disk Aid to local machine. Section Header Standalone App for iPod/iPhones

Physical Inventory using Inventory App

Prep Scanners Step 1: Download Barcodes to Scanners Barcode Validation for Device Export Barcodes to local machine. File name = validcodes.txt (Must be saved as all lower case). Section Header Physical Inventory using Inventory App

Prep Scanners Step 1: Download Barcodes to Scanners Copy validcodes.txt to App Files -iTunes - Copy file from machine to files in Inventory App. Section Header Physical Inventory using Inventory App

Prep Scanners Step 1: Download Barcodes to Scanners Copy validcodes.txt to App Files -Disk Aid - Copy file from machine to files in Inventory App. Section Header Physical Inventory using Inventory App

Prep Scanners Step 1: Download Barcodes to Scanners Import to Device -Once file has been added to the App file can now be imported into device. Section Header Physical Inventory using Inventory App

Start Physical Step 2: Start Physical Inventory in Celerant Method = Complete Store Store = Store being counted Scan Option = Barcode or Serial # Section Header Physical Inventory using Inventory App

Counting Store Step 3: Counting Store Scanning It is strongly recommended that scanning areas be broken up into many small areas, and that each area is exported separately. This will help make recounts and/or count corrections easier to locate. Start Area Scan Barcodes Finish Area Section Header Physical Inventory using Inventory App

Counting Store Step 3: Counting Store Download Counts - Export - Export from App. Section Header Physical Inventory using Inventory App

Counting Store Step 3: Counting Store Download Counts – Copy to Local Machine Connect device to machine and locate ‘celerant.txt’ in iTunes or 3 rd party software like Disk Aid. Drag and Drop ‘celerant.txt’ file to local machine. Section Header Physical Inventory using Inventory App

Counting Store Step 3: Counting Store Download Counts – Add Counts to Open Physical Locate and Edit the Open Physical. Download Counts to new Session using Download from Disk option. Section Header Physical Inventory using Inventory App

Compare and Roll Back Step 4: Compare and Rollback Section Header Physical Inventory using Inventory App

Compare and Roll Back Step 4: Compare and Rollback Roll back date Only used if any transactions have occurred since counts were physically done. Adjustments are created using Roll Back date unless defined to use current date, via Enterprise Settings. Compare Generates discrepancies in counts to OH at start of physical inventory. Section Header Physical Inventory using Inventory App

Analyze Results Step 5: Analyze / Review Discrepancies and Counts Section Header Physical Inventory using Inventory App

Analyze Results Step 5: Analyze / Review Discrepancies and Counts Print Report or Export to.CSV Show Discrepancies will only include sku’s with discrepancies. No Zero Qty’s to limit report to only counted items. Reports should be saved to.pdf and/or.csv just prior to resolving discrepancies for future reference. Costs on reports uses current Avg Cost. Section Header Physical Inventory using Inventory App

Corrections / Edits to Counts Step 6: Make Edits / Corrections / Recounts -Items that were counted can have qty’s edited. -Items that were missed would be counted with iPod/iPhones and downloaded as a New Session. -Recount of an area can be done by deleting Session and rescanning and exporting the new counts. -If any corrections are made, Compare must be done to regenerate discrepancies based on updated counts. Section Header Physical Inventory using Inventory App

Finish Up Step 7: Resolve Discrepancies and Post Reporting Once counts have been confirmed for accuracy, the last step is to Resolve Discrepancies. OH’s are adjusted via Transfer of Type “Physical Adjust”. Post Inventory Reporting Report Designer Analysis -> Inventory -> Summary Analysis -> Ad hoc Inventory -> Inventory Then – Current Section Header Physical Inventory using Inventory App

Physical Inventory

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