Rover ERP Tutorial: Inventory Module Training
In this tutorial, you will learn how to effectively utilize the Inventory Control Module in Rover ERP. Join us as we explore the various features, setup procedures, reports, inquiries, and manual movement and adjustment processes within the module.
The tutorial begins with an overview of the Inventory Control Module, covering essential aspects such as setup procedures, reports, inquiries, and manual movement and adjustments. Topics include cycle counting, physical count procedures, and more.
To get started with the Inventory Control Module, two initial steps are required: building a control record to establish defaults and turning on inventory locations. The control record includes defining cost groups and cost methods, allowing for different cost calculations based on various inventory locations. Adjustment accounts can also be set up to manage specific inventory-related transactions.
Next, we talk about bin control, which is essential for efficient inventory management. We explore the concept of bin control and reference bins, explaining how they aid in locating and organizing parts within a warehouse or facility.
This tutorial also demonstrates how to set up inventory locations, including configuring inventory location settings. Each location can be customized with type codes, physical verification requirements, allowances for negative quantities, bin control settings, general ledger accounts, and planning group associations.
SK type locations, stocking locations where quantity on hand is visible, are explained in detail. We discuss the importance of SK type locations and their role in closely monitoring inventory. Additionally, the tutorial explores negative allowance settings and their impact on inventory management.
Planning groups and visibility control are introduced, demonstrating how inventory visibility can be managed across different manufacturing facilities or regions. The tutorial highlights the flexibility of planning groups and the ability to selectively control inventory visibility based on specific requirements.
You will gain hands-on experience with the Inventory Requisition Entry Screen, learning how to request inventory movement from one location to another. The tutorial explains the purpose of the screen and how it can be beneficial for distributors with multiple locations.
The tutorial also covers various inventory movement processes, including simple inventory movements, movements involving multiple part numbers, and efficient movement using document loading. You will gain practical knowledge of referencing inventory requisitions and purchase order receipts, as well as making manual adjustments to inventory.
Other inventory transaction options, such as transfer between accounts and converting parts to lot control, are explored in detail. Additionally, we discuss reports and inquiries available for inventory management purposes, such as the inventory inquiry, availability inquiry, and lot traceability.
Throughout the tutorial, we showcase a software tool that provides additional features for inventory management, including tracking inventory by vendor number and expected delivery date, usage history graphs, and efficient search options based on part specifications.
The tutorial concludes with an overview of various reports available for inventory management, including usage reports, slow-moving inventory reports, and the regeneration of allocations and commitments. We also cover assigning ABC codes and cycle dates, which help classify items and determine inventory counting frequencies.
Whether you're new to Rover ERP or seeking to enhance your inventory management skills, this tutorial will equip you with the knowledge and techniques needed to effectively navigate the Inventory Control Module and optimize your inventory management processes. Join us on this learning journey and take control of your inventory today.
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Documentation: https://docs.zumasys.com/rover/INV-OV...
About Rover
Operational AI and ERP software for manufacturers and distributors. We build tools that eliminate manual work, automate back-office workflows, and connect directly to your ERP - without replacing it.
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Rover Pay -- integrated payment processing: https://www.roverdata.com/rover-pay/
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