Consumption Training

Hello. My name's Nancy Able.

We're gonna go over consumption training today, processing the daily

consumption reports and how to do that Insight manager.

So let's get started.

So today our objectives are to receive an overview of

site manager.

I'll show you what it does from a 30,000 ft

view what it can dio.

We'll learn the process for consuming inventory as well as

how to access the daily consumption reports, Also known as

D. C.

R s.

How to use the filters within site manager.

We'll go over best practices for consuming inventory and how

to assign projects to consumption as well as verifying consumption

qualities. What you entered is what took place.

So what?

A site manager site manager is a cloud based perpetual

inventory system, meaning that you can access it from anywhere

you have a laptop and Internet connection.

Even a cell phone or iPad will work, and by

perpetual, it is real time.

So once we consume inventory, inventory quantities will deducted that

at that moment.

So what can it do it?

It handles inventory management.

It is a customized system developed by me.

Uh, been working on this for about seven years, It

is always evolving, always improving and simplifying eso.

Your feedback will always be appreciated.

It handles invoicing, purchasing, inventory, shipping, receiving even returns for

credit. So that being said, let's get started in this

kind of exploring what inventory looks like.

Insight manager.

So this is your home page up above.

We have what are called tables will focus in on

the inventory table today.

That's where you spend most of your time.

So once you click on that table, you'll see a

list of everything that's on hand and also what's expected

to come in with the status of in transit.

So here we have a listing of material.

Um, we've got on the left side filters so you

can filter out something.

Maybe you don't want to see you on Lee.

Want to see on hand product, for example, only want

to see a lumber or engineer good.

You can select them here, and when you search, you

input a portion of the description and you'll get your

results accordingly.

When you open a record.

Each inventory record has a serial number.

This one is 37398 for example, and within it you

have the details.

So we know we have four by 12.

12. Number one for here and under transfer history will

see all the deduction history that add up to what

it is we've consumed to date.

So without further ado, let's get into the training for

consuming inventory.

Okay, so we start with a daily consumption reports known

as D.

C. R s.

This is what they look like.

What they it contains everything you need to know about

the inventory.

They use this and they being stock pullers at I.

C s facility.

Use these documents to track daily usage of inventory.

So you'll have multiple people at once with their clipboards

and these documents in the hand, right?

All of the information as they're pulling stock D.

C. R s are turned into the office and scan

to the server each day for processing.

When you process Insight manager, that's when the on hand

quantities are reduced.

So how do we access thes daily consumption reports?

You will receive a link at the end of this

course. They are on a shared folder called it Night,

and this is what it looks like.

Reports are scanned within their respective dates.

You can see here, we've got January 1 of 2021

we have the fourth through the 12th.

And let's see what that looks like once you open

a folder.

I just opened up December 12th.

Here we have several pdf, See, each one is a

D C.

R. So each DCR does have a unique identify WR,

and that comprises of the date it was consumed.

So here we have 12.

31 2020 The initials of the Picker.

That's in this case, Frank with an f l last

name and looks like Frank had two records this day.

Okay, so once you open the DCR, you'll see that

they're all completed and they must be reviewed before operations

management. So we shouldn't be missing in any information here.

What is most important is the project allocation, of course,

the grade of its fire treated.

Or if it's glu lam.

What is which?

Blew lamb is a 24 et cetera.

If it's PTE.

Meaning it's cut, which length was a hut from?

And what was it cut, too?

The name of the stock, polar and, of course, the

dimensions. And we need to know the unique identifying number

as we discussed all D c R s.

Like I said, we'll be reviewed for completeness by operations

management before they're scanned in.

So you shouldn't have any issues with missing information.

So consuming inventory.

Once you have your DCR, we're gonna go ahead and

learn how toe upload into site manager for consumption.

So we log into our home page, we'll click on

consume inventory report from here, we're gonna pick the first

line on your VCR.

Here we have 25 16 by 11 and 7/8 by

48. Two pieces are FBI 40 a sign of button.

So you're gonna note your first line, and then you're

going to search for that material Insight Manager.

What does that look like?

So we're on the consumed inventory report.

You can just type in for E W P.

Just like this.

2516 11, 7848 no inches, no excess.

This is the quickest way to search for W.

P. Okay, you can also search by dimensions and this

works really well for lumber and panels, and then you'll

get a list of results accordingly.

Okay, so once you've searched and you receive your results.

Here we have some two by 4 12 K d.

D dug for multiple records, as you can see with

serial numbers on the left side.

So which one we pick?

So we want to pick a serial number that contains

enough pieces on hand.

If the D.

C R contains 294 pieces, for example, let's pick a

record that at least has 294 pieces.

Now, if you need Thio, consume more than that, and

one record has 294 pieces.

But you need thio also consume, or you can deplete

multiple records.

You're just gonna deduct the quantity based on what you've

already consumed.

Okay, so additional best practices select the project if possible.

Sometimes it's not noted on the DCR.

So in my d.

C R.

For example, it's 5 75 betton that I need for

this material.

So I'm going to select this 50202 serial number and

another best practice.

If there are more than one record serial numbers, pick

the oldest one.

Well, im in general.

It's a rule of thumb.

So once you found a match again.

Make sure you have enough pieces to cover consumption quantity.

Because if you go over the amount will go into

a new exception report.

It'll be negative.

It won't stop you from going over.

So we want to be very, very, very careful about

not exceeding quantities.

Most pieces on hand.

Okay, so we're gonna go ahead and enter in the

294 pieces to consume.

So once you're ready, click the pencil.

I'll show you where that is.

Right here.

It's very small.

Next to the little blue box, this function is called

grid Edit.

What it does, it changes this report from view mode

into a edit mode.

You could do multiple records here.

It once you can do just one turns into somewhat

of a spreadsheet, if you will.

Yeah. Okay, so here we are, in grid at it

form, and I'm entering in my 294 pieces to be

consumed on Syria.

Number 50202 Yeah, Maria, Click safe.

That's it.

Almost so.

No. 50202 will now deduct 294 pieces resulting in zero

on hand pieces.

We had to 94 pieces on hand.

We're moving to 94.

So let's take a look at what that just accomplished.

Okay, So to view, just to verify that you've consumed

the material, we're gonna go back home and we're going

to click on.

That's how to get back home.

By the way, the home button.

Okay, Under that same inventory reports listing, you're going to

click on daily consumption report.

Okay, I've opened the report.

It's group by day.

So we have the newest first, and you can see

here what you've just done consumed from 50 to 02

and then we created every time you consume site Manager

will create a new serial number for what you just

consumed. So it was consumed from 50 to 02 And

now it is 51777 allocated to Betton into a storage

location called Benton.

Work in Progress Progress, also known as whip.

Okay, so if you want to look at the detail

just again just to check your your work, you can

open the record by clicking on the consume from serial

number link.

So I'm gonna click on 5020 to here and Here's

our inventory record all the information about it.

We've got the description and then below the transfer history.

We can see that on January 13th, we deducted 294

pieces for the Benton project.

So there you go.

You just verify your work.

So what happens if there are discrepancies?

There's missing information.

Maybe the project wasn't listed and it didn't get by

operations management.

Maybe we don't have enough available stock.

Well, there's a section in the D.

C. R for that.

So here you can see the first line number one

of the two by 41 16 and a quarter Katie.

The three pieces were consumed, however, Insight Manager.

On the right side, we only have two pieces, and

this is where I'm going to list that issue.

So if you run into something like this, we're going

to go ahead and consumed the two pieces.

Insight Manager.

But from here, well know that there's one more piece

that is an issue that will be reviewed by operations

management. Once you scan this DCR back into this, the

file server and he will review or assign someone to

review the discrepancy.

So some examples might be not enough quantity on hand.

Maybe you're missing a project allocation.

Maybe the grade is incorrect.

The list k d.

But you're pretty sure it's green.

Maybe you can list anything in the additional notes section

using pdf editor or any type of editing system that

you can they have access to.

We're just gonna go ahead and download the pdf market

up and save it back into the file servers so

that we have minimal back and forth via email.

So how do we do that toe upload the file

we're gonna when you save, you're gonna put it back

into the respected date folder that you found the DCR.

So here I'm in January 5th 2021 for example, Gonna

click upload, and then I'll ask me to choose a

file so I'll choose the file that I just marked

up. And once you save the file, update the revision

and keep the revision history, you can see here we've

got to revisions.

So once I si s operations management every day there

will review these folders.

They'll look at the revision history and the work that

you processed and then perform any reviews or verifications of

stock polls every day.

All right, You just learned how to consume inventory.

Let's go ahead and try it.

We have some homework.

Here is the link to the homework that we would

like you to please process all the records in this

file. So for January 14 2021 please open this link

and process these records.

I think we have 1234567 If you have any questions

whatsoever, please email me Nancy at Barnet Forest.

Calm. Uh, you should have received an invitation to site

manager by now.

It is a system generated email.

So if you have not seen it in your email,

check your junk folder or spam folder.

I SI s operations management, once you're done, will review

these documents starting next week.

Early Monday on We'll meet.

Well, I don't have the day yet, but we'll meet

together and we can talk about any questions and issues

provide feedback on the process.

Consumption Training

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