Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December...
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Transcript of Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December...
![Page 1: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/1.jpg)
Training Day 2Inventory Control / Purchase Orders
RecipeManager©
apkUser TrainingDecember 12-15, 2011
Recipe Manager Training Presentation2/2011 Vydata Systems
![Page 2: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/2.jpg)
•Inventory Introduction Review (of Day 1)•Inventory PAR Levels•Inventory Quantities, Counting, and Stock-Level Analysis•Counting, then Analysis of Inventory against “Actual” •Analyzing Stock-Level Problems•Shortages versus Overages•Workshop•Reordering Low Stock•Purchase Requisitions•Workshop
Today’s Training Agenda
![Page 3: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/3.jpg)
Yesterday we covered…
Inventory Review
•Basic introduction to Recipe Manager Enterprise•Logging into the system•System Overview- finding data•Configuration – how to adjust lists•Inventory Introduction •Inventory Purchases •Inventory Conversions •Nutrition•Inventory Pictures / Attachments•Using Custom Fields
Any questions before we move on?
![Page 4: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/4.jpg)
•PAR Levels and their function with MenuWriter and Purchase Orders •Count history
•Stock On-Hand data
InventoryInventory Item Screen Quantity Tab…
![Page 5: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/5.jpg)
•Set Schedule•Set Quantity•Set Unit
InventoryImportant settings…
![Page 6: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/6.jpg)
• Must enter Locations and Physical Units in counting inventory
• Locations in reference to your facility layout• Counting consistency through proper Locations and
grouping • Must post a zero count for an item (if you don’t
physically count it)
InventoryImportant things to consider…
![Page 7: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/7.jpg)
Procedure for Inventory counts
Inventory
![Page 8: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/8.jpg)
•Select Location for group count
InventoryProcedure for Inventory counts (Continued)…
![Page 9: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/9.jpg)
•Posting zero counts for first count
•Select button on top left or hover over body and
right-click
InventoryProcedure for Inventory counts (Continued)…
![Page 10: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/10.jpg)
•Posting zero counts for first count
•Choose a date before your purchase dates on your Inventory items purchase dates
InventoryProcedure for Inventory counts (Continued)…
![Page 11: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/11.jpg)
•Posting zero counts for first count
•Choose a date before your purchase dates on
your Inventory items purchase dates
InventoryProcedure for Inventory counts (Continued)…
![Page 12: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/12.jpg)
Select Custom Report
Physical Inventory Worksheet
InventoryUsing Reports for Inventory Analysis…
![Page 13: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/13.jpg)
Physical Inventory Worksheet
InventoryUsing Reports for Inventory Analysis (Continued)…
![Page 14: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/14.jpg)
Menu Engineering Worksheet – a report that analyzes both sales and inventory cost data to determine a “class” for each item
InventoryUsing Reports for Inventory Analysis (Continued)…
Note: there are many other reports that can be added or customized
![Page 15: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/15.jpg)
Counts are physical stock level checks
InventoryEntering Counts…
![Page 16: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/16.jpg)
InventoryCan also enter Counts from Main List…
This method works well on a tablet PC!
![Page 17: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/17.jpg)
InventoryAnalyzing Stock-Level Problems…
• Previous counts tracked
• PAR levels determine if stock is LOW
• Purchases tracked
• Amount prepared shows actual inventory USAGE
• Waste is factored
• Result is an accurate stock on-hand
• A COUNT done today becomes the “Actual”
NOTE: a “Shrinkage” is bad news! Where did the stock go?
![Page 18: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/18.jpg)
InventoryAnalyzing Stock-Level Problems (Continued)…
A Shrinkage (in RED) shows that you should have MORE than you actually do. Why?
• Do you have high waste?
• Employees careless
• High Spoilage not being accounted for
• Theft?
• Gifts?
• Mistakes in counting?
The stock had to go somewhere!
![Page 19: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/19.jpg)
InventoryAnalyzing Stock-Level Problems (Continued)…
An Overage (in GRAY) shows that you should have LESS than you actually do. Why?
• Did you count an item already sold?
• Was stock counted that is not owned (consignment / vendor-owned stock)?
• Was an order NOT received?
NOTE: Overages are not as big of a problem
![Page 20: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/20.jpg)
Workshop
• Add some counts• Generate some inventory reports• Manipulate an inventory item, set a PAR, and
compare stock levels
Suggestions for your Workshop…
![Page 21: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/21.jpg)
InventoryReordering Low Stock…
• Find items with a low stock FLAG
• Right-click to place an order
![Page 22: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/22.jpg)
Purchase Orders / Requisitions• REQUEST
• ORDER
• BACK-ORDER
• RECEIVED
Initially, you may want a REQUEST (requisition) for an ORDER
It will then be later APPROVED into a purchase ORDER
![Page 23: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/23.jpg)
Purchase Orders / Requisitions
• Fire off the creation of requests or orders
Save your ORDERS when done…
![Page 24: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/24.jpg)
Purchase Orders / Requisitions
• Open the vendor
• Right-click and select Open/Edit Vendor Purchase Orders
To re-open existing orders…
![Page 25: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/25.jpg)
Purchase Orders / Requisitions
• Double-click to open the order or requisition
The order we just placed is there…
![Page 26: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/26.jpg)
Purchase Orders / Requisitions
• Click SCHEDULE
• The order will be placed in your Outlook Calendar and notify you when it is close to arrival!
Order Scheduling (in MS Outlook)…
![Page 27: Training Day 2 Inventory Control / Purchase Orders Recipe Manager © apk User Training December 12-15, 2011 Recipe Manager Training Presentation 2/2011.](https://reader036.fdocuments.in/reader036/viewer/2022062401/5a4d1b097f8b9ab059989e4f/html5/thumbnails/27.jpg)
Workshop
• Force items to become “low” in stock• Place purchase orders for those items• Receive / back-order items• Schedule your order in Outlook
Suggestions for your EOD Workshop…