1. Inventory Introduction A beginner’s guide to inventory… Presented by: Claudia Musick Implementation Consultant MONDAY, NOVEMBER 9 TH, 2015

2. Summary: This session is going to be covering inventory basics. Who Should Attend: Anyone who is new to the Orchestrated system or just needs a refresher. Logistics: Feel free to ask questions as we go along – we will also have a designated time for questions at the end. SUMMARY #Orchestrate2015

3. 1.Item Master Data 2.Item Management 3.Inventory Reports 4.Questions AGENDA #Orchestrate2015

4. ITEM MASTER DATA Item Master Data #Orchestrate2015

5. ITEM MASTER DATA Record that contains item specific information Settings differ per type of item The place where items are created, deleted, inactivated, edited, etc. #Orchestrate2015 Inventory > Item Master Data

6. ITEM MASTER DATA DEMO Item Master Data #Orchestrate2015

7. ITEM MANAGEMENT Inventory Items #Orchestrate2015

8. ITEM MANAGEMENT What are considered inventory items? Items that are kept track of Categorized by a certain item group type Examples of inventory items: Merchandise Finished goods Work in process items #Orchestrate2015

9. ITEM MANAGEMENT Adding new inventory items: Find a similar item [i.e. another hop item] Right-click and duplicate Change main fields [UoM, Item Code, Description] Since this is a similar item, all other settings should be correctly copied over [warehouses, item group, batch tracked, etc.] #Orchestrate2015

10. ITEM MANAGEMENT Non-inventory Items #Orchestrate2015

11. ITEM MANAGEMENT What are considered non-inventory items? Items that are not tracked in inventory Used frequently enough on documents that they need to have their own item code Mapped to specific GL accounts Examples of non-inventory items: Keg deposits/credits Expense items Taproom sale items [if using non-inventory method] Overhead and labor items #Orchestrate2015

12. ITEM MANAGEMENT Adding new non-inventory items: Start from scratch Change GL accounts depending on what type of item it will be – may need to bring on these columns with Form Settings Revenue, Sales Credit should be the same account if it is a sales item Expense, Purchase Credit should be the same account if it is an expense item #Orchestrate2015

13. ITEM MANAGEMENT Inventory Counting #Orchestrate2015

14. ITEM MANAGEMENT Inventory counting in Orchestrated Create an Inventory Count sheet for desired items Inventory > Inventory Transactions > Inventory Counting Transactions > Inventory Counting Conduct physical inventory count Update count sheet Copy to Inventory Posting #Orchestrate2015

15. ITEM MANAGEMENT Counting Tips: Count “double blind” if possible Do not include in stock quantities on printed count sheets Make sure all data entry is done before you count Purchasing transactions [Goods Receipt PO] Sales transactions [Delivery] Yo-yo variances indicate counting problem One direction variances indicate process problem NEW: Inventory Count Variance Analysis report [next release] #Orchestrate2015

16. ITEM MANAGEMENT DEMO Inventory Counting #Orchestrate2015

17. ITEM MANAGEMENT Inventory Revaluation #Orchestrate2015

18. ITEM MANAGEMENT Inventory > Inventory Transactions > Inventory Revaluation I #Orchestrate2015 New costWarehouse Item needing revaluation

19. ITEM MANAGEMENT DEMO Item Management #Orchestrate2015

20. REPORTS Inventory Reports #Orchestrate2015

21. REPORTS Commonly Used Inventory Reports Inventory in Warehouse Report Inventory Posting List Inventory Audit List Available to Promise Future Inventory Status Report #Orchestrate2015

22. REPORTS DEMO Reports #Orchestrate2015

23. Q&A Questions? #Orchestrate2015

24. http://forums.orchestrated.com Thank You!