Bins

December 24, 2015 at 8:48 AMThomas Riemann

 

Hey guy's! Welcome to the NumberCruncher Blog, Thursday Edition! Firstly, Happy Holidays from NumberCruncher team! We hope you and your employees have a great holiday weekend and spend some quality time with your families! Now, in my past 2 blogs we focused on Locations. Now we are going to focus on features within the locations, Bins.

Within the all orders program, we have a unique feature called Bins. This allows you to create a location within locations, allowing you to easily pinpoint the location of the item. If you have a huge warehouse with multiple aisles of product, this would be a key feature for you. A bin does not have to be a physical bin. A bin can be any place of storage, from an actual bin to a shelf or a crate.

For each item that is a Part or an Assembly you can specify a default bin.

When you add items to inventory (Receiving Purchase orders, completing a Work Order) the qty will automatically go into the designated bin. If you leave this area blank, it will go into the default bin. You can change which bin an item is either added to or pulled from on any transaction. You can also split qty between multiple bins in the same location. From the line item of a transaction, click details icon then click bins. Click in any column to enter in the desired bin, and then enter the quantity.

On a transaction where the qty is being decreased aka ship doc and you are not sure which bin the product is on you can click “get available” that will bring up a dialog box.

The bin feature is very useful for your warehouse staff, so make sure you take advantage of the easy to use feature within All Orders. Well, I hope you have learned something from this blog post and again I hope your company can run a little bit smoother. As I always mention, make sure you check out all our support tutorials. Remember if you have any questions or concern's the NumberCruncher is here for you. Please give our customer support line a call - (866) 278-6243. You can send us an email also - support@numbercruncher.com. Hope everyone has a safe and wonderful holiday!

Performing a Location Transfer

December 18, 2015 at 9:10 AMThomas Riemann

Hello everyone! Welcome back to the blog! Well it's been another great week here in the NumberCruncher office! We hope your company had a great week as well. As you know it's Friday, time for another blog update!  Today I will be talking about how to Perform a Location Transfer.

This feature is used when a business operates from multiple locations. From time to time your company may need to transfer Inventory to and from locations. This is sort of like a Shipping doc only you are the sender and the recipient.

To Create a Location Transfer, select the Warehouse Menu and then select New Location Transfer. Another way of doing this is from your company home screen, Select Location Transfer.

First step is to choose the Location you are shipping from. After that is selected you can now select the location you are shipping to. You can use the “Activate From” and “Activate To” to specify a location for entering Item specific info, such as bins or lot/serial #.

You can now select the items you will be transferring; you must enter in an accurate quantity amount. Only those items in stock will appear in the drop down list. Next, select your shipping method, a ship doc (if applicable), Number of packages, and the total weight.

Just one more step before we can save this location transfer, you must put in the transaction date (if other than today). After those steps are complete, you can now finish by clicking he save button. You can print the transfer log or even email it.

That is how you will typically perform a Location Transfer within the All Orders program. As always, I invite you to check out some of our video tutorials. If you are new to the program, they will give you the jump start needed to begin using All Orders. Make sure you check them out! If you are having some issues or just have question's about anything related to Location Transfers or All Orders in general, please give our customer support line a call - (866) 278-6243. You can send us an email also - support@numbercruncher.com. I hope everyone has a great weekend! Enjoy!


TOM

Multiple Warehouse Locations

December 8, 2015 at 11:04 AMThomas Riemann

Hey Guy's! Happy Friday! Hope everyone had an outstanding week! Firstly, welcome back to the NumberCruncher blog. Before we get into our next blog topic, take a second and head over to the NEW NumberCruncher website. We redesigned it and we think it looks great. Tell us what you think about it in the comments below! Thanks for taking a look!

Ok, so lets talk little about Locations.

A Location can be anything you store inventory in. An example of a location may be your main warehouse or another warehouse located in a different state. It also may be a customer that you drop ship to.

You can access the Location tab either from the company home screen or Warehouse – New Location. This will allow you to add new facility locations as needed.  All you have to do is enter a Location name and then specify whether you would like it to be listed as available.

The first tab you will see is “The address Information tab” this is pretty much self explanatory, this is the address of the location. If it is a customer, say for a drop ship, you can copy the customers or vendors address by click the Copy from Customer or Copy from Vendor. That will bring up a menu where you can select the customer and its address.

The next tab is called Bins. This allows you to create a location within a location. This will help out your shippers while they are picking the product. You can place the bin number on the pick ticket so they know exactly where the item is located within your warehouse. This doesn’t have to be a physical bin it could be and place where the product is being stored. To add a new bin, click the line below Default. Next, type in the name of the bin of your choice. You can now select if the bin is available or you can mark if this is your default bin.

If you need to delete a bin, all you have to do is click the delete button.

Save an close and you are finished.

That pretty much sum's up Locations. I hope this helped your company understand Locations a bit better. As always, I invite you to check out some of our video tutorials. They are a great help to new comers to All Orders. Make sure you check them out. Of course if you have some issues or question's about anything related to Locations or All Orders in general, please give our customer support line a call - (866) 278-6243. You can send us an email also - support@numbercruncher.com. I hope everyone has a great weekend! Enjoy!


Tom

Creating a New Quantity Adjustment

December 2, 2015 at 11:51 AMThomas Riemann

Hey Guys! Welcome back to the NumberCruncher Blog!!! It's Tom from the NumberCruncher team again! Last Friday we talked about how to "Perform Inventory Counts" within the All Orders program. If you are struggling doing inventory, go check that link out and read our last blog post. Maybe that's not what your looking for, maybe your company doesn't need help doing inventory counts. You might just need to Adjust some Inventory due to a trade show where you gave away some Inventory as prizes. Or your company had a fire and due to that fire some inventory was lost in the process. The perfect tool for this in All Orders is called an "Adjustment".

To start a New Quantity Adjustment, you can do 1 of 2 things, Warehouse – New Qty Adjustment or from the company home screen select Adjustments. After you have selected one of those 2 options you now can select a location for the adjustment.

Once that is selected, you now need to choose an account. Keep in mind the account you choose should NOT be an inventory asset account. If desired, you can also choose a Quickbooks class but this is not a requirement.

Next you will want to start adding items into the form. If your company uses bar code scanners, you can place your cursor in the bar code area and scan your barcode. You could also type the item name in the same box and hit tab. If you are not using the barcode tool, you can choose the item by using the drop down menu. Simply click the first blank line in the Item column of the list. Now, you can adjust the quantity of the Item in the QTY field. Use negative values to indicate lost inventory. If needed, you can adjust the date of the adjustment in the upper right had corner of this form. Check “only adjust” in NumberCruncher if you do not want these adjustments to reflect in Quickbooks.

Well, that pretty much sum's up how to create a Quantity Adjustment. If you are still having trouble, don't forget to check out some of our Tutorial videos. Well guys, that's it for today's post. I will be uploading blog's like this every Friday. If you have any topic's you would like for me to blog about, feel free to contact me directly at tom@numbercruncher.com. I will be sure to listen to all of your suggestions. As always our NumberCruncher support team is always here for any other question's you may have. Please contact us at anytime. Thank you guys for reading!!! I will see you next Friday!!

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Performing an Inventory Count

November 27, 2015 at 2:04 PMThomas Riemann

 

Hello, Welcome to the NumberCruncher blog! My name is Tom and I am the newest member of NumberCruncher. I have worked in a warehouse before as the Inventory Control Supervisor, so I know the pains of doing Inventory. For most of you, it’s that time of year to get those inventory counts in. I know this is a very time consuming process and it could be in the middle of the busy holiday season. Please do not get discouraged, the NumberCruncher team is here. Today let’s focus on how to perform an inventory count.

When your company is performing a new inventory count, the tool to use in All Orders is called a Count. To start a new count click Warehouse - New Qty Count. You can also go to the company home screen and Click on the Count icon. Once you are on the Count screen, you can now select the location. After selecting the Location, the quantities for all the items within that location as of the count date will appear.

Some points to keep in mind while doing this count are:

-Counts are location specific, if you have more than one location you will need to create a count for each

-Only one count per location can be opened at a time.

-You cannot change the location or the count date once the count has been saved.

-If you leave a New Qty blank that means the item has not been counted

-There is one row for each item, bin, lot/serial #

-The current qty is qty on hand NOT the quantity available

Once you have added the location and count date, you can now enter the correct counted qty for each item. For each row you can either enter the new qty or the difference. When you have finished the count click Activities – Finalize. That will create an adjustment for all items having quantity differences. If an item, bin, lot/serial # is not on the count, Click Activities – Add item. Once the item is added it will appear on the bottom of the list. If you are you using at bar code scanner, you can scan in the items, bin or lot/serial#. By default All Orders expects the first scan to be the Item, you can change this by toggling the `scan by’ options. Lastly, you can use the filter tab to allow you to shorten the number of items shown on the grid.

I hope this has helped your company breath a little easier performing an Inventory count. Thank you so much for reading! If you have any questions regarding inventory counts or anything regarding the All Orders software, please do not hesitate to contact us. The NumberCruncher support team is always here to help! As always, have a great week!

E-mail: support@numbercruncher.com

Phone: (866) 278-6243

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NumberCruncher Compatible With QuickBooks Online

June 17, 2015 at 4:45 PMRachel

NumberCruncher is pleased to announce its flagship product, All Orders, is now compatible with QuickBooks Online following the release of All Orders Version 6.1.91.  

Ian Benoliel, Founder and CEO of NumberCruncher, says “[I'm] feeling positive, there have been a lot of people that have requested an integration with QuickBooks Online and to meet growing customer demands, we implemented it."

The advanced order and inventory management solutions from NumberCruncher bridges the gap between business accounting and business success. For 15 years, NumberCruncher has been integrated with the QuickBooks Desktop line and is proud to continue providing inventory and order management controls for QuickBooks Online users.

QuickBooks Online, performs the functions of the desktop versions of QuickBooks but offers increased flexibility and new capabilities. Users can work with QuickBooks from anywhere; PC, Mac, smartphones and tablets are compatible.

Representatives from NumberCruncher will be at Scaling New Heights 2015 in New Orleans, June 22-24, to answer questions about All Orders and to demonstrate how the software works. The booth number is 52. 

A free trial version of All Orders can be downloaded from the NumberCruncher website.

NumberCruncher is a leading provider of inventory and order management software for the QuickBooks community. Founded in 1999, NumberCruncher was the first to develop an inventory add-on for QuickBooks. The NumberCruncher team draws from a wide range of manufacturing, supply-chain, statistics, technology and accounting expertise.

Thousands of product-based businesses rely on NumberCruncher solutions to manage their everyday business activities across the globe. From inventory control to production management to order processing and fulfillment, these solutions deliver big business functionality to small-to-medium sized businesses at an affordable price.

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What Don't We Track?

May 27, 2015 at 4:07 PMRachel

It is no surprise that if you know what your inventory is; when it is coming in and where it is going; you will be better able to serve your customers. Last week, we talked about our Sales Orders module and the ability to connect to purchase orders and automatically fill linked sales orders. Now, let’s think about the capability to track the minutiae of production. There are items to order and receive. There are orders to pack and ship. There are parts that break and need to be replaced and what if an entire batch needs to be recalled? Those are a lot of moving parts to track (pun intended).

Lot and Serial number tracking is available for items that have been purchased, received, used in production and shipped to customers.This function also allows for tracking “items within items.” This makes it easy to find the exact component within a finished product. You also have the functionality to assign serial numbers to items on work orders and shipments to customers. Any serial number with All Orders is easily tracked from warehouse to customer. And if you are looking for all the transactions in which a particular serial number is involved, the All Orders “Find” function is particularly valuable. With the functions of All Orders, you can track the transactional and locational history of anything with an attached serial number.

Wait. You’re saying that you have inventory in multiple warehouses or you want to know how the inventory is moving to a contractor or just track it from your warehouse to a vendor? Don’t you worry, locations are specified on each packing slip and work order that is generated. Paired with the tracking feature for serial and lot numbers, you will always know exactly which warehouse is holding your supplies and shipments. If you want to get even more specific, you can use All Orders’ bin feature. This allows you to label specific storage locations such as shelves, rooms, area, or virtual location for easy retrieval and organization. Much like our serial and lot number tracking of items within items, we have this same feature for storing inventory at a location within a location. Do you outsource any production? All Orders can track that too.

Remember when we talked about generating lot and serial numbers? Well, if you prefer your serial numbers to be in barcode form, All Orders can do that for you. Now, when a shipment comes in or goes out, a simple scan will update your system and keep you on top of the locations and destinations of all products. This is handy for shipping and receiving, since our system allows items to be scanned into the system and updated on the receiving list. It’s a quick way to reduce human error. But if you prefer to enter numbers by hand, and run the risk of a costly input error, that is also an option, just use the listed numbers from the receiving form. But IDK, do you.

All Orders  by NumberCruncher provides solutions for your inventory and order management needs. For more information or to request a free trial, visit our website.

The All Orders Approach to Sales Orders

May 20, 2015 at 11:33 AMRachel

It is widely understood that having a proper and concise system for creating and filling sales orders is crucial for proper allocation of resources to complete a sale. Need more reasons on why you need to get a handle on your sales orders? Check out our post about why you need a sales order here.  Now, the question is how can NumberCruncher change the way you approach your sales orders?

With All Orders, the sales order process is dynamic and seamlessly integrated with QuickBooks. All Orders allows the user to create sales orders with multiple shipping and release dates, thus eliminating the need for multiple sales orders. A single sales order can support multiple ship-to addresses as well as items considered to be inventory and non-inventory. Features like this allow the user to create a single sales order that meets a variety of needs.

Is an item running low or out of stock? The sales order screen includes information about the availability of items in the order. If stocks need to be refilled, purchase orders can be created in seconds. This new purchase order is linked to the sales order and items are held for matched the sales order as they are received by the warehouse.  Once the purchase order is received, the underlying sales order can be satisfied automatically. No need to check back and forth on an purchase order to know when to update the SO. Upon filling a sales order, All Orders creates a ‘shipper’, from here an invoice is created in QuickBooks with the click of button.

If a user is transitioning to All Orders after using QuickBooks for their sales orders, the transition is simple. Existing sales orders can be imported directly into All Orders from QuickBooks. The linked sales, work, and purchase orders as well as the integrated pick lists and ship docs are designed to reduce errors and improve efficiency.

All Orders  by NumberCruncher provides solutions for your inventory and order management needs. For more information or to request a free trial, visit our website.

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Bill of Materials for Food and Beverage Manufacturers

October 27, 2014 at 2:52 PMIan Benoliel

An important tool for manufacturers is the Bill of Materials also known as the BoM or recipe.     The bill of materials is a listing of the raw materials and work in progress and the quantities of each needed to manufacture a finished product.      The bill of materials has multiple purposes including:

  • Pricing: A labor and overhead element can also be included in the bill of materials. By listing each raw materials and associated labor you can derive a cost for your products. You then compare that to the market price to ensure you will be producing profitablly.
  • Production: The BoM is the basis for manufacturing the product. It is used for pick sheets and routing. It can also be used for raw material back flushing.
  • Purchasing: The BoM is used to forecast the raw materials demand based on the quantity of finished products that needs to be produced.

Indented bill of materials

The term indented bill of materials refers to a product that has multiple stages of production. The typical manufacturing process has at least one work in progress stage and packaging stage.   At each stage the product is inventoried which implies that a seperate SKU or Item should be created for each stage. The indented bill of materials will show a hierarchical nature of a finished goods with the top level reprsenting the finished product which may be comprised of raw materials and work in progress. The following is an example of 2 stages in production:

  • Batch: The raw ingrdedients are mixed and one or more batches are created. Lot or batch #s are used to distinguish between batches made at different times. The bill of materials will contain the raw materials necessary to create the batch.
  • Package: The batch will be combined with other raw materials to create the finished product. The bill of materials will contain the quantity per of the batch necessary to create a unit of the finished product.

Routes vs. Stages

A stage is different than a route.   A route refers to a step in the production process to achieve a certain stage.  For example in producing the batch there may be mutiple steps including pouring, mixing, cooking, cooling etc.   You draw the line between a step and a stage by determining if you need to keep track of the inventory of work in process (WIP). If you need to inventory WIP then it should be a stage and it should it have its own SKU and bill of materials.  Otherwise it should be a route or step.

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Why do I need a sales order?

May 16, 2014 at 3:11 PMIan Benoliel

A sales order is an internal document that records a sales to be made in the future. It helps the company plan for the resources that are required (inventory or labor) to complete the sale. The sales order records a customer's originating purchase order; in other words the customer's purchase order is the originating document which triggers the creation of the sales order. The sales order, sometimes abbreviated as SO, may be for products and/or services. Each sales order should have on it an order number, the customer name, billing and shipping addresses, customer purchase order number, order date, special instructions, due date and a listing of products and services together with their quantities and prices. A sales order is primarily used in the wholesale, distribution and manufacturing industries.

So you may be asking, why don’t I just do an invoice or sales receipt and bypass the sales order altogether? In certain circumstance, you can bypass the sales order if the sales is immediate (e.g. in retail). In all other cases a sales order should be created.

Typically, after the sales order is created, a pick ticket is generated to instruct the warehouse on which product to pick. Once the packing list is created you may determine which products are on ‘back order’.

The sales order is tremendously useful as a planning tool. With the sales order you can

  1. estimate future sales
  2. helps you estimate profitability on an order before accepting the order
  3. can be used send out an order confirmation
  4. assist customer service in tracking order status
  5. determine what stock needs to be ordered from suppliers
  6. for manufacturers, the sales orders can be used to plan production orders.
  7. determine your order fulfillment efficiency: e,g, Lead time - the time between the date that your customer placed the order and
  8. determine back orders - how many orders have shipped completed

All Orders by NumberCruncher is an inventory and order management system that help you manage sales orders.

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