INVENTORY TRAINING MODULE 1

STOCK ROOM EVALUATIONSETUPMINIMAL REQUIREMENTSStock Room LayoutBSIP application examplesStock room photo examples

INVENTORY TRAINING MODULE 1

NCDPI Transportation Services September, 2014MODULE OBJECTIVESInventory management requires certain processes to be successful and can be accomplished multiple ways to fit your LEAs situation.Modules were created understanding LEAs operate differently with different types of staff however accountability is still required.The modules objective is to offer suggestions that can be shaped to any LEA when current staff share responsibilities.NCDPI Transportation Services September, 2014Stock Room SetupArea designated for inventory storage that maintains control from receipt until issue.

NCDPI Transportation Services September, 2014Stock Room SetupThis is another example of shelf setup to organize and manage inventory

NCDPI Transportation Services September, 2014Stock Room ControlStaff member or members designated to manage inventory need a certain amount of authority in order to control stock movementNCDPI Transportation Services September, 2014Stock Issue PointDesignate an area dedicated to order and issue inventory which controls access to the inventory.

NCDPI Transportation Services September, 2014Stock Issue PointThis photo illustrates another example of an inventory issue point from inside the stockroom.

NCDPI Transportation Services September, 2014Basic inventory office requirementsThere are certain items needed in order to manage the order receipt and issuance of inventory. The above photo shows such an area.

NCDPI Transportation Services September, 2014Stock Room Layout Review and access the area designated as stock room to determine the layout to make flow of inventory more efficient and easily managed.

NCDPI Transportation Services September, 2014Stock Room Layout Design the area to create adequate space for bins, shelves or cabinets required to organize the inventory you manage.

NCDPI Transportation Services September, 2014Remote Stock Room SetupSetup or create mobile stock room locations in BSIP during this process in the event stock is maintained on service vehicles. This is a must to maintain inventory control.

NCDPI Transportation Services September, 2014Service Truck Stock Area Setup an area accessible to service truck staff to replenish truck inventories daily. These items pulled by stock room staff each business day to accomplish this process.

NCDPI Transportation Services September, 2014Specialty Storage AreaItems requiring special storage such as chemicals should be considered to meet OSHA requirements during the area design such as the above photo

NCDPI Transportation Services September, 2014Stock Room LayoutCreate a map or legend of the stock room and any separate locations such as tire and grease rooms containing inventory to assist all personnel who might assist in the process in the event inventory is not their primary duty. This legend should also show exits in the event of an emergency.

NCDPI Transportation Services September, 2014Bin / Shelf Location SetupLocation setup in BSIP is recommended for multiple reasons

To assist during daily issuance and restocking of inventory.

To assist locating items by staff not familiar with the locations

To assist in locating items during the annual inventory process

NCDPI Transportation Services September, 2014Shelf Setup ExamplesThere are various ways to setup shelves and Bins as the picture above shows one example of good setup and labeling technics.

NCDPI Transportation Services September, 2014Drawer Storage ExampleThe above example shows storage in cabinet with drawers that allows small parts storage by bin location.

NCDPI Transportation Services September, 2014Bin / Location Setup ProcessProcess for setup of bin and shelf locations in stock room

The creation of additional stock room locations such as service vehiclesRemote locations such as tire, battery, oil and bulk storage areasStock movement instructions is a BSIP process and contained on next slides.

NCDPI Transportation Services September, 2014

Storage Bin Description is a Text Sort:B-03 Sort:B-01B-02B-03B-04B-3 Sort:B-29B-3B-30B-31Adding Storage Bin Descriptions - ZIE02DNCDPI Transportation Services September, 2014Setting Up Service TrucksEach LEA has a main storage location and some number of additional storage locations for their useThe LEA decides what each number is used for each locationIt is not tracked in BSIP or linked to any particular inventory number of truckLook up storage locations: MB51Transfer materials to storage locations: MIGOIf more locations are needed email bsip.incidents@its.nc.govNCDPI Transportation Services September, 2014Looking up Available Storage Locations MB51

Enter plant and click Match Code Icon on Storage Location

NCDPI Transportation Services September, 2014

Click to add another material

Transfer Materials Between Storage Locations - MIGONCDPI Transportation Services September, 2014Module 1 Final StatementThe previous slides have shown recommendations and technics that are necessary in order to maintain a stock room location. These examples are very basic and can be expanded upon in order to make them work at your LEA. Transportation Services hopes this first module has been helpful for new and existing staff in the effort to improve on accountability of inventory items. Modules on other topics to follow.NCDPI Transportation Services September, 2014STOCK ROOM EVALUATIONSETUPMINIMAL REQUIREMENTSStock Room LayoutBSIP application examplesStock room photo examples

INVENTORY TRAINING MODULE 1

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