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© 2012 Cargas Systems, Inc. Inventory Presented By: Todd Grimm & Jim Batty
© 2012 Cargas Systems, Inc. Agenda Physical Inventory vs Inventory Adjustments Propane Tanks Item Inquiry Screens (drill down to layer info) Tips & Tricks Q & A.
© 2012 Cargas Systems, Inc. Physical Inventory Physical Inventory transaction is most often used when doing a physical count of on-hand inventory for an entire area (ie. Service Van) –Enter your counted quantities –System automatically creates an Inventory Adjustment transaction for the Difference between the on-hand quantity and counted quantity.
© 2012 Cargas Systems, Inc. Physical Inventory –Can be done on the Server for ALL types of inventory items –Can NOT be done on Delivery Mobile devices –Can be done on Service Mobile devices to take Service Van Inventory
© 2012 Cargas Systems, Inc. Demonstration Time Service Mobile Physical Inventory Process –See Handout
© 2012 Cargas Systems, Inc. Inventory Adjustments Used to correct inventory items on a one by one basis –Corrections are made up or down by a specific quantity –All adjustments are made on the server by office personnel
© 2012 Cargas Systems, Inc. Propane Tanks Assigning a Leased Tank to a Customer Return a Leased Tank to Warehouse Reassign a Leased Tank to a new Customer Sell a Propane Tank to a Customer Customer buying their Leased Tank
© 2012 Cargas Systems, Inc. Inventory Tips & Tricks Month End - Proper Sequence 1.Match all BOLs 2.Post ALL transactions 3.Close fiscal period 4.Export to GL 5.Run and keep the Historical Stock Status Report
© 2012 Cargas Systems, Inc. Inventory Tips & Tricks Storing Info on a customer owned propane tank –To store the same info on a customer owned propane tank that they do on the leased tanks Enter the customer serial number on the tank screen Click on the loaned equipment link Fill in all the info that you want –Except for the serial number (leave blank) Save and it is all there for future needs
© 2012 Cargas Systems, Inc. Inventory Tips & Tricks (cont.) Did you know –You can override inventory layer cost on (non-transfer) transactions if None of the layer has been consumed Related GL journal entries havent been exported to GP / Excel yet –Flat Rate Pricing We have done pricing updates from the Profit Strategies data files –Has to be customized for each customer
© 2012 Cargas Systems, Inc. THE END Q & A Sharing of Experiences and/or Processes Thank-you for Attending
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