The strong inventory management, product pricing options, order entry, and integrated accounting are important tools required for a growing distribution company. The unit-of-measure, lot tracking, serialized item, multiple warehouse, and special order tools are also important inventory tools included.
Scenario: A wholesale produce distribution company is required to trace the source of fruit and vegetables sold to their customers. Some produce purchased to resell already has a GTIN number and others are assigned a GTIN number before it is sold. The GTIN (Global Trade Item Number) is a 12 - 14-digit number used to identify grouping of identical items such as cases or lots. EBMS tools are used to scan the GTIN when product is purchased, create GTIN labels of newly assign numbers, and scanned and recorded when sold to trace produce from the source to the customer. Some lots are assigned expiration dates. The lots, barcode, and scanning features gives this distributor the tools required to meet the traceability requirements of a food distributor.
Scenario: A food distributor uses the MyInventory Scanner to fulfill orders within the product warehouse. A pick list is printed within the warehouse as soon as the order is entered into EBMS which prompts the warehouse staff to pull the order. The product is sorted based on the warehouse location along with a barcode which identifies the customer’s order. Products are scanned and marked shipped as they are picked and placed on a staging pallet. The scanner is used to verify the correct product and quantity is being pulled and adjusts inventory in real time. The systematic process used to fulfill orders and manage inventory is important to the efficiency and accuracy of this growing warehouse.
Product Catalog
Review the following tools to organize both a large or varied product catalog:
-
Create a hierarchal product catalog with varied products: Review [Inventory] Product Catalog > Changing Product Information
-
Create categories of products with various setting defaults: Review [Inventory] Product Catalog > Adding and Deleting Product Categories and Changing Defaults.
-
Flexible pricing and special pricing: Review [Inventory] Product Pricing > Overview and Special Pricing > Overview
-
Keep catalog updated by linked to multiple vendor catalogs. Review [Inventory] Multi-Vendor Catalog > Overview
-
Serialized products: Review [Inventory] Serialized Items > Overview
-
Products sold by lots: Review [Inventory] Lots > Overview
-
Manage returns, trade-ins, lost sales: Review associated links in Inventory documentation for details
-
Products organized by various attributes: Review [Inventory] Product Attributes
-
Images, Substitutes, and Classifications:
Inventory Management
- Manage FIFO inventory: Review [Inventory] Tracking Counts > Overview
- Various purchasing tools to manage stock product: Review [Inventory] Purchasing > Methods
- Kitting and manufacturing: Review [Inventory] Manufacturing > Overview
Order Entry
- Flexible order entry and fulfillment tools: Review [Sales] Accounts Receivable Overview
- Comprehensive customer categories and history: Review [Sales] Customers > Categories History
- Online order entry, invoicing, and payments: Review [Sales] Ecommerce > Customer Portal > Overview
- Special orders and drop shipped products: Review [Inventory] Special Orders > Overview
- Flexible payments: Review [Sales] Customer Payment > Options
- Capture electronic signatures: Review [Sales] Signature Capture > Processing
- Salesperson commissions: Review [Sales] Salesperson Commissions > Overview
- Customer relations management: Review [Sales] CRM > Overview
Warehouse Management
- Multiple locations: Review [Inventory] Multiple Inventory Locations > Overview
- Receiving Product: Review [Inventory] Receiving > Overview
- Stock level locations and settings: Review [Inventory] Purchasing > Stock Level Settings and Stock Locations
- Many freight and shipping tools and integrations. Review [Sales] Freight and Shipping Tools > Overview
Mobile Scanners
- MyInventory Scanners: Review [Inventory] MyInventory Scanner > Overview.
- GTIN and other Barcodes: Review [Inventory] Barcodes > Overview