1. Inventory Counting by Batch Making item counting easier by the click… Presented by: Claudia Musick Implementation Consultant TUESDAY, NOVEMBER 10 TH, 2015

2. Summary: We will covering how to do inventory counts by batch and importing these into Orchestrated Who Should Attend: Anyone conducting inventory counts within Orchestrated 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.Overview of Process 2.Benefits 3.Step-by-Step 4.Demo 5.Q&A AGENDA #Orchestrate2015

4. OVERVIEW How Does it Work? #Orchestrate2015

5. OVERVIEW Main Steps: 1.Export inventory information into excel spreadsheet Query 2.Complete inventory count in spreadsheet One line per item and per batch 3.Save completed count as.txt file 4.Import into Inventory Posting screen 5.Review 6.Post #Orchestrate2015

6. BENEFITS Benefits #Orchestrate2015

7. BENEFITS You’ll never go back… Simple Excel spreadsheet Users can input data into spreadsheet from any Excel accessible device (mobile, tablet, desktop) Eliminates the batch selection screen #Orchestrate2015

8. STEP-BY-STEP Step-by-Step Process #Orchestrate2015

9. STEP-BY-STEP 1.Run query to get inventory data for Excel spreadsheet #Orchestrate2015 The following query is what you will need to import to get a list of items both with and without batches, with in-stock quantities as of the day the query is run. SELECT IG.ItmsGrpNam, IW.ItemCode, IM.ItemName, IW.WhsCode, ISNULL(IW.OnHand,0) AS 'OnHand', NULL AS 'Batch', NULL AS 'InDate' FROM OITW IW INNER JOIN OITM IM ON IW.ItemCode = IM.ItemCode AND IM.InvntItem = 'Y' AND IM.ManBtchNum = 'N' INNER JOIN OITB IG ON IM.ItmsGrpCod = IG.ItmsGrpCod UNION ALL SELECT IG.ItmsGrpNam,IW.ItemCode, IM.ItemName, IW.WhsCode, ISNULL(BQ.Quantity,0) AS 'OnHand', BN.DistNumber AS 'Batch', BN.InDate FROM OITW IW INNER JOIN OITM IM ON IW.ItemCode = IM.ItemCode AND IM.InvntItem = 'Y' AND IM.ManBtchNum = 'Y' INNER JOIN OITB IG ON IM.ItmsGrpCod = IG.ItmsGrpCod LEFT OUTER JOIN OBTQ BQ ON IW.ItemCode = BQ.ItemCode AND BQ.WhsCode = IW.WhsCode LEFT OUTER JOIN OBTN BN ON BQ.MdAbsEntry = BN.AbsEntry WHERE ISNULL(BQ.Quantity,0) <> 0 *Don’t panic, this query will be available on our help site – along with instructions on where it will go!*

10. STEP-BY-STEP 2.Export Query Results Once query is executed and results are on the screen, press the Copy Data button in the lower right corner of the screen. Open Excel and paste the values in.

11. STEP-BY-STEP 3.Setup Excel Count Sheet Once values from query results have been copied over – we suggest that you clear the values in the In Stock column.

12. STEP-BY-STEP 4.Complete Count Sheet

13. STEP-BY-STEP 5.Format Counted Sheet for Import You will need to save the file as a.txt file [tab delimited]. If you have multiple tabs, each tab will need to be saved as a separate file or be combined into a single import sheet.

14. STEP-BY-STEP 6.Import Count Sheet Within Orchestrated – navigate to Inventory > Inventory Transactions > Inventory Counting Transactions > Inventory Posting. From the Add Items button, select Import Items. Set the import template and be sure to save it for future use. Select the file to import.

15. STEP-BY-STEP 7.Add Inventory Posting You should now see your items in the inventory count sheet, what is not shown is the batches. That’s okay - they are saved! To view the batches, right-click on the counted quantity for that row and choose Serial and Batch Selection. When you have reviewed the data, add the document by pressing the Add button in the lower left corner.

16. 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

17. DEMO #Orchestrate2015

18. Q&A Questions? #Orchestrate2015

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