Inventory
Material Handling Business Goals Understanding your primary “inventory” problem Confronting the human side of inventory Do you even need JobTracker Inventory? Ensuring materials get ordered for customers as needed Technical Objectives Understanding which tools solve which problems What can be done with JobTracker Standard Edition Tracking inventory with Excel When to use JobTracker Inventory Edition
Inventory refers to several different things • Purchasing and receiving slabs (plus sinks, glue, blades, etc.) • Tracking which slabs go with which jobs • Accounting for the value of slabs purchased, on hand, and consumed • Managing photographs of slabs for programming digital equipment or sharing with customers (via your website, facebook, quotes, etc.) • Dealing with slab theft, slab breakage, and tracking errors • Dealing with remnants
No single tool • JobTracker Standard Edition • SlabSmith • CounterGo / phone / computer files • Accounting System (QuickBooks) • Excel • JobTracker Inventory Edition • JT IE Add-Ons from partners
The most important tool … • No software can solve a people problem! • Recipe for success (regardless of software or not): • Determine your process • Have the people in place to do it • Do it
• If you don’t have a process, software makes it worse • Bad inventory is worse than no inventory
How software can help • Document the key steps in your process • Remember stuff
NOTE: Software doesn’t actually “do stuff” – people do!
JobTracker Standard Edition • Track special order status • Write the job # on the slab when it comes in
Excel • The “right” tool for recording a small amount of slab inventory (up to 300 full slabs or so) • Free Inventory Toolkit • Even if you use JT IE, some answers still require Excel
Time for JobTracker Inventory Edition • When the spreadsheet itself becomes unwieldy (> 300 full slabs) • When you have an employee dedicated to managing inventory • When the value of your remnants is greater than the cost of tracking them
Why track inventory? • Make sure customers get the slabs they want, the slabs they choose • Make sure you have enough core materials for ongoing jobs • Make sure you don’t accidentally assign slabs to multiple jobs • Make sure slabs don’t “walk away” • Make sure you get what you pay for • Help understand which products/colors are selling well • Extract value from remnants •?
JT IE helps you solve 3 problems • Create purchase orders and receive material into the system • Track which slabs go with which jobs • Add leftover pieces back into the system as remnants
People processes still matter most: “This is how we do it”
Quick JT IE demo • 5 min
Inventory refers to several different things • Purchasing and receiving slabs (plus sinks, glue, blades, etc.) • Tracking which slabs go with which jobs • Accounting for the value of slabs purchased, on hand, and consumed • Managing photographs of slabs for programming digital equipment or sharing with customers (via your website, facebook, quotes, etc.) • Dealing with slab theft, slab breakage, and tracking errors • Dealing with remnants
No single tool • JobTracker Standard Edition • SlabSmith • CounterGo / phone / computer files • Accounting System (QuickBooks) • Excel • JobTracker Inventory Edition • JT IE Add-Ons from partners
The most important tool … • No software can solve a people problem! • Recipe for success (regardless of software or not): • Determine your process • Have the people in place to do it • Do it
• If you don’t have a process, software makes it worse • Bad inventory is worse than no inventory
How software can help • Document the key steps in your process • Remember stuff
NOTE: Software doesn’t actually “do stuff” – people do!
JobTracker Standard Edition • Track special order status • Write the job # on the slab when it comes in
Excel • The “right” tool for recording a small amount of slab inventory (up to 300 full slabs or so) • Free Inventory Toolkit • Even if you use JT IE, some answers still require Excel
Time for JobTracker Inventory Edition • When the spreadsheet itself becomes unwieldy (> 300 full slabs) • When you have an employee dedicated to managing inventory • When the value of your remnants is greater than the cost of tracking them
Why track inventory? • Make sure customers get the slabs they want, the slabs they choose • Make sure you have enough core materials for ongoing jobs • Make sure you don’t accidentally assign slabs to multiple jobs • Make sure slabs don’t “walk away” • Make sure you get what you pay for • Help understand which products/colors are selling well • Extract value from remnants •?
JT IE helps you solve 3 problems • Create purchase orders and receive material into the system • Track which slabs go with which jobs • Add leftover pieces back into the system as remnants
People processes still matter most: “This is how we do it”
Quick JT IE demo • 5 min
