MODULE OBJECTIVES Inventory 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,
2014
Slide 3
Stock Room Setup Area designated for inventory storage that
maintains control from receipt until issue. NCDPI Transportation
Services September, 2014
Slide 4
Stock Room Setup This is another example of shelf setup to
organize and manage inventory NCDPI Transportation Services
September, 2014
Slide 5
Stock Room Control Staff member or members designated to manage
inventory need a certain amount of authority in order to control
stock movement NCDPI Transportation Services September, 2014
Slide 6
Stock Issue Point Designate an area dedicated to order and
issue inventory which controls access to the inventory. NCDPI
Transportation Services September, 2014
Slide 7
Stock Issue Point This photo illustrates another example of an
inventory issue point from inside the stockroom. NCDPI
Transportation Services September, 2014
Slide 8
Basic inventory office requirements There 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, 2014
Slide 9
Stock 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, 2014
Slide 10
Stock 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, 2014
Slide 11
Remote Stock Room Setup Setup 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,
2014
Slide 12
Service 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, 2014
Slide 13
Specialty Storage Area Items 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, 2014
Slide 14
Stock Room Layout Create 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, 2014
Slide 15
Bin / Shelf Location Setup Location 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,
2014
Slide 16
Shelf Setup Examples There 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,
2014
Slide 17
Drawer Storage Example The above example shows storage in
cabinet with drawers that allows small parts storage by bin
location. NCDPI Transportation Services September, 2014
Slide 18
Bin / Location Setup Process Process for setup of bin and shelf
locations in stock room The creation of additional stock room
locations such as service vehicles Remote locations such as tire,
battery, oil and bulk storage areas Stock movement instructions is
a BSIP process and contained on next slides. NCDPI Transportation
Services September, 2014
Slide 19
Storage Bin Description is a Text Sort: B-03 Sort: B-01 B-02
B-03 B-04 B-3 Sort: B-29 B-3 B-30 B-31 Adding Storage Bin
Descriptions - ZIE02D NCDPI Transportation Services September,
2014
Slide 20
Setting Up Service Trucks Each LEA has a main storage location
and some number of additional storage locations for their use The
LEA decides what each number is used for each location It is not
tracked in BSIP or linked to any particular inventory number of
truck Look up storage locations: MB51 Transfer materials to storage
locations: MIGO If more locations are needed email
[email protected] NCDPI Transportation Services September,
2014
Slide 21
Looking up Available Storage Locations MB51 Enter plant and
click Match Code Icon on Storage Location NCDPI Transportation
Services September, 2014
Slide 22
Click to add another material Transfer Materials Between
Storage Locations - MIGO NCDPI Transportation Services September,
2014
Slide 23
Module 1 Final Statement The 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, 2014