Clean Up Inventory

If you didn't have the process or personnel in place when you started using Inventory, there may be inaccuracies that need to be cleaned up. There is not a quick way to delete all your Inventory, the following three steps must be performed.

Complete all three steps. Leaving out the first two will cause the same problems in the future.


STEP 1: Clean up any old Purchase Orders.
Clean Up Old Purchase Orders

STEP 2: Create a Report to clean up incomplete Activities with Material
Inventory Report: Incomplete Activities With Allocated Material

STEP 3: Create a Serial Number Detail View to clean up old Inventory.
Use Serial Number View to Clean Up Inventory


Once your Inventory is cleaned up, follow a process to keep it accurate. Delegate the allocation and consumption of Inventory to one person, like the shop manager, and assign a back-up person.

SUGGESTED INVENTORY PROCESS

  1. Create Purchase Orders for all the Material you bring in.
  2.  Allocate Material to Jobs before or as it is used.
  3.  Complete Job Activities as they become complete.
  4. Track Remnants if necessary.
  5. Periodically verify that your physical Inventory matches what you think you have.
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