maximizing your meevo inventory by bart h
TRANSCRIPT
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Maximizing your Meevo Inventory
with Bart Halaczkiewicz
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Bart HalaczkiewiczSenior Business Support SpecialistMillennium Systems International
YOUR PRESENTER
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THE SETUP
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THE SETUP
MANUFACTURERS, DISTRIBUTORS, PRODUCT CATEGORIES, PRODUCTS
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MANUFACTURER
COMPANY THAT MAKES THE PRODUCT
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DISTRIBUTOR
COMPANY FROM WHICH THE PRODUCT IS ORDERED
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PRODUCT CATEGORIES
ORGANIZING PRODUCTS FOR REPORTING, INVENTORY,
AND TRANSACTIONS
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PRODUCTS
EVERY PRODUCT AT THE BUSINESS MUST BE
ENTERED INTO MEEVO
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INVENTORY PROCEDURES
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INVENTORY PROCEDURES
PURCHASE ORDERS
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PURCHASE ORDERS
BENEFITS
Does The Work For You
Maintains Accurate On-Hand Counts
Maintains Accurate Inventory Values
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PURCHASE ORDERS
KEY FEATURES
Color Indicators
Suggested Amount Purchase Order
Print or Export PO
Shipping & Handling + Tax
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Blue = Ordered Item
Yellow = Below Model Quantity
Green = Met Model Quantity
Red = At Order Point or Below
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INVENTORY PROCEDURES
PRODUCT USAGE
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PRODUCT USAGE
BENEFITS
Accountability
Track Product Usage by Employee/Department
Accurate On-Hand Counts
Return Unused Items Back to Inventory
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INVENTORY PROCEDURES
INVENTORY COUNTS
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INVENTORY COUNT
BEST PRACTICES
Count your Inventory at LEAST once a month & at year’s end
If the same products are short or missing, count them daily/weekly until issue is resolved
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INVENTORY COUNT
BENEFITS
Prevent Ordering Problems
Ability to Write Off Losses
Identify Possible Theft
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INVENTORY COUNTS
OPTIONS
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INVENTORY COUNTS
OPTIONS
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INVENTORY COUNTS
COUNTS IN REVIEW
Open Counts = New count, count that was put on hold, or count that has been reopened
Counts in Review = (Advanced Only) Counts that are waiting to be reviewed (Accept, Ignore, Recount)
Committed Counts = Counts that have been committed; can NOT edit
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INVENTORY PROCEDURES
REPORTS
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4
PURCHASE ORDER SUMMARY
USE THESE REPORTS
MI0602
INVENTORY COUNT HISTORY
MI020
3
INVENTORY COUNT SHEET
MI0251
INVENTORY VALUE
MI010
EMPLOYEE SUPPLY USAGE
CS0005
PURCHASE ORDERS
MI1005
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Goal Actions Target Date Results
Accurate On-Hand Values Monthly Counting Accurate Inventory Value
Accurate On-Hand ValuesCreate & Receive PO
in MeevoAccurate Inventory Value
Accurate On-Hand Values Deduct Supply Usage Accurate Inventory Value
Accurate Inventory Value Proper Prices on PO Take Back from Uncle Sam
Eliminating Dead Stock / Minimize Inventory
Investment
Monitor Product Sales & Supply Usage
Free up $$ for Other Expenses
ACTION PLAN
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Thank You!
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