Inventory Control With Physical Count & Purchasing/Receiving - Activant Dimensions Getting Started

Chapter 3. "Go Live" Tracks
3. Inventory Control with Physical Count & Purchasing/Receiving
Point of Sale with a counted inventory is the final step of going live with complete
inventory control. It will provide you with all of the features discussed previously
as well as control inventory quantities by watching minimum/maximum stock
levels, turnovers, and the like. You will also be able to use the suggested order
system to aid in purchasing inventory.
What needs to be done before going live?
1. All steps from POS with full inventory must be done.
2. Double check the following Variable File options. Change if needed.
3. Decide go live date. Determine when you will take a physical count.
4. Take and enter a physical count. You may wish to count your common or
5. Determine the beginning inventory total value and enter it in the Totals
6. Print the Daily Report under Day End to check the
7. Enter the outstanding customer orders with deposits in the live POS
What is the commitment of going live?
You must do everything described for POS plus now maintain a regular process of
physical counts. You must decide whether to do cycle counting by group
throughout the year or count the entire stock once a year at year end. The
purchasing and receiving system must also be implemented to keep the on-order
and on-hand quantities accurate. You are also in a position to bring up other
inventory sub-systems such as inventory adjustments, fabrication, serial number
control, suggested orders, on-line ordering, multiple vendors, and multiple
locations.
60
A. Sales, Entry Options, POS Enter Detail Screen
8. Verify On-Hand Exceeded
Should be Y. You will want to know at POS if the quantities are not
adequate for the ticket.
B. Inventory, Basic Inventory Information, Store Information
3. Post Inventory Adjustment to G/L
Should be Y if you want to start posting inventory sales, receipts,
adjustments, and counts to the G/L. Or if you want to post receipts
only, it should be R.
Immediately prior to going live:
fast-moving items first and then fill in the rest of the items later.
File for today, MTD, and YTD (records 1010, 1020, and 1030). See your
installer for further instructions.
section for the beginning inventory balance.
system. Print an
Open Order Register
Inventory Summary
or to check your entries.
Open Order Detail
Dimensions 14