Maximizing Your Meevo Inventory by Bart H.

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Maximizing your Meevo Inventory

with Bart Halaczkiewicz

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Bart HalaczkiewiczSenior Business Support SpecialistMillennium Systems International

YOUR PRESENTER

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THE SETUP

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THE SETUP

MANUFACTURERS, DISTRIBUTORS, PRODUCT CATEGORIES, PRODUCTS

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MANUFACTURER

COMPANY THAT MAKES THE PRODUCT

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DISTRIBUTOR

COMPANY FROM WHICH THE PRODUCT IS ORDERED

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PRODUCT CATEGORIES

ORGANIZING PRODUCTS FOR REPORTING, INVENTORY,

AND TRANSACTIONS

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PRODUCTS

EVERY PRODUCT AT THE BUSINESS MUST BE

ENTERED INTO MEEVO

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INVENTORY PROCEDURES

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INVENTORY PROCEDURES

PURCHASE ORDERS

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PURCHASE ORDERS

BENEFITS

Does The Work For You

Maintains Accurate On-Hand Counts

Maintains Accurate Inventory Values

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PURCHASE ORDERS

KEY FEATURES

Color Indicators

Suggested Amount Purchase Order

Print or Export PO

Shipping & Handling + Tax

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Blue = Ordered Item

Yellow = Below Model Quantity

Green = Met Model Quantity

Red = At Order Point or Below

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INVENTORY PROCEDURES

PRODUCT USAGE

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PRODUCT USAGE

BENEFITS

Accountability

Track Product Usage by Employee/Department

Accurate On-Hand Counts

Return Unused Items Back to Inventory

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INVENTORY PROCEDURES

INVENTORY COUNTS

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INVENTORY COUNT

BEST PRACTICES

Count your Inventory at LEAST once a month & at year’s end

If the same products are short or missing, count them daily/weekly until issue is resolved

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INVENTORY COUNT

BENEFITS

Prevent Ordering Problems

Ability to Write Off Losses

Identify Possible Theft

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INVENTORY COUNTS

OPTIONS

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INVENTORY COUNTS

OPTIONS

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INVENTORY COUNTS

COUNTS IN REVIEW

Open Counts = New count, count that was put on hold, or count that has been reopened

Counts in Review = (Advanced Only) Counts that are waiting to be reviewed (Accept, Ignore, Recount)

Committed Counts = Counts that have been committed; can NOT edit

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INVENTORY PROCEDURES

REPORTS

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4

PURCHASE ORDER SUMMARY

USE THESE REPORTS

MI0602

INVENTORY COUNT HISTORY

MI020

3

INVENTORY COUNT SHEET

MI0251

INVENTORY VALUE

MI010

EMPLOYEE SUPPLY USAGE

CS0005

PURCHASE ORDERS

MI1005

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Goal Actions Target Date Results

Accurate On-Hand Values Monthly Counting Accurate Inventory Value

Accurate On-Hand ValuesCreate & Receive PO

in MeevoAccurate Inventory Value

Accurate On-Hand Values Deduct Supply Usage Accurate Inventory Value

Accurate Inventory Value Proper Prices on PO Take Back from Uncle Sam

Eliminating Dead Stock / Minimize Inventory

Investment

Monitor Product Sales & Supply Usage

Free up $$ for Other Expenses

ACTION PLAN

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Thank You!

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