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MANTRO- Implementation of OracleINVENTORY Applications R11i

BP.080 FUTURE PROCESS MODEL

Inventory

Author: Amol PachpandeCreation Date: Sep 05, 2008

Last Updated:Version: 1.0

Approvals:

Submitted by:

1.ManSoft Systems Pvt .Ltd

Tel: +974-4558888 Fax: +974 455 8558 mansoftindia.com

Copy Number_____


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Document Control

Change Record

52

Date Author Version Change Reference

04-May-2008

Amol Pachpande 1.0 No Previous Document

Reviewers

Name Position

Balaji RajagopalanSandeep DesaiJyothi Prakash

Distribution

CopyNo.

Name Location

1 Mannais Project Repository Doha, Qatar234

Note to Holders:

If you receive an electronic copy of this document and print it out, please write yourname on the equivalent of the cover page, for document control purposes.

If you receive a hard copy of this document, please write your name on the frontcover, for document control purposes.

Contents


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Event Catalog Inventory Management

Name Type Description RespondingProcess

INV.E1001

Receivingmaterialbasedon LPOand IPO.

External Shipment fromForeign and LocalSuppliers.

INV-101

INV.E100

2

Return

toSupplier

Externa

l

Material to be

returned to Foreignand Local supplier.

INV-102

INV.E1003

Transferofmaterialfrom onelocationto otherlocation

Internal Transferring thematerial from oneshowroom to othershowroom

INV-103

INV.E1004

Stockverification

Internal Physical counting ofstock to maintaininventory accuracy

INV-104

INV.E1005

InventoryPlanning

External

Planning theinventory andreplenishment ofthe material

INV-105

INV.E1006

Unit ofMeasure

Internal Defining unit ofmeasure

INV-106

INV.E1007

Warranty claim

External

Warranty claim fromthe supplier after thematerial is deliveredto the customer

INV-107

INV.E1008

Managing togoods in

transitcharges

Internal Distribution of,goods in transitcharges as overhead

expenses

INV-108

INV.E1009

Managing foroutdateditems

Internal Managing the itemswhich are going tobe outdated

INV-109


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Name Type Description RespondingProcess

INV.E1010

Issuingfree

samples

external

Free samples to beissued to

prospectivecustomers inwholesale and OTC

INV-1010

INV.E1011

Managing displayitems

internal Managing the itemswhich are displayedas a part of visualmerchandising

INV-1011

INV.E1012

Expireditems

External

Expiry of items anditems nearing expiry

INV-1012

INV.E1013

managed items

internal Manage items likecode,definations,attributes

INV-1013

INV.E101

4

Managin

gCustomer returnandpromotionalitems

Externa

l

Various material

transactionshappening throughinventory such asReceipt of Material,Adjustmenttransactions,Promotional and

Trade deals, Salesreturns

INV-1014


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Process Description Inventory Management


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Event Process Title Description of Process

Output

``

INV 101 INV.E1001

Receivingmaterialagainst LPO

and IPO.

If the division is awareof the shipment inadvance (ASN) then

the division should doa receiving receipttransaction in thesystem and send areceipt to the stores.

When the deliveryarrives at Stores,Receiving Personshould refer theShipping Documentslike receipt frompurchase dept and

supplier invoice fromsupplier in order tomake sure thatmaterial is accordingto the purchase orderquantity.

The store keepershould make sure thatthe items deliveredare same as perreport and count thequantity.

Store keeperphysically counts thedelivered quantity tomake sure it is inaccordance withpacking slip.

Store keeperphysically checks theRow and Rackavailable and stocksthe material.

Store keeper storesthe items according tothe expiry dates ofthe lots in order tofacilitate the issue ofthe material.

Make a note of expirydates if the item isunder shelf life days.

MaterialReceivedand Stock

update


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Output

``

Once theregularization

Purchase Order israised and approvedthe division has tomatch the un-orderedreceipt with thePurchase order andrun the receipttransaction registerreport and pass it onto stores.

If the division wantsto return the excess

material to Supplierstores receives thematerial and thenreturned to thesupplier based onDebit Memo from thesystem.

Record thetransaction in thesystem

If the store keeper

finds a discrepancybetween the materialdelivered andpurchase order he hasto inform the divisionand follow theinstructions of thedivision.

If excess quantityagainst PO isdelivered then thematerial in

discrepancy isphysically placed inthe stores withdocuments and noreceipt is recordedand concerneddivision is informedabout thediscrepancy.

If the division decides


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Output

``

Theacknowledgement

copy is sent to thedivision and thedivision records areceipt in the systemand sends the copy tothe Finance/division.

There is a provision ofPartial Receipt i.e.company can receivepartial quantityagainst a PO quantity.

In this case companyreceives the partialquantity and makesreceipt of only partialquantity.

When material comesat the stores withoutPurchase order i.e.unordered receiptthen material isreceived and PO isgenerated after

receipt of thematerial.

All the warrantyitems, free of costitems and spare partsitems are received atthe OTC subinventory.All spare parts andwarranty items arestored in physicalinventory and all the

FOC items are storedin OTC FOC subinventory.During receiving andinspection of thematerial, if material isfound to be damagedor not according tothe specification thenthat material is storedin to the separate


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Output

``

Damaged Materialfromthe supplier is

received as adamaged batch.

Damaged material isseparated physicallyand notice is sent tothe supplier aboutdamaged material.Based on the quantityrelation with thesupplier, andorganization takes thedecision.


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Output

``

INV.102 INV.E1002

ManageReturns toSuppliers

In IPO: Supplierdoesnt take back thematerial due to high

transportationcharges. Here basedon the quantitydamaged, scrap thematerial or dispose ofthe material

Supplier in manycases takes back thematerial and promiseto send additionalitems in nextconsignment. Or in

some case supplierwill give the creditnote to theorganization.

If the materialdelivered by the localsupplier If division orstore identifies thatthe material is not inaccordance with thepurchase order thenthe receipt is not

made, the material isreturned to supplier.

If the materialdelivered by theforeign supplier is notin accordance withthe Purchase ordersthen the stores has toinform the divisionand if the divisiondecides to return thematerial to supplier, a

receipt transaction tobe recorded and adebit memo to begenerated based onwhich the materialcan be returned to thesupplier.When the items areoutdated, departmentwill return that torespective supplier. In

Materialreturned tothe supplier

and debitmemogeneration


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Output

``

If store keeperidentifies anydiscrepancies after

making a receipt i.e.after inspection thenthe material is to bereturned to the Localsupplier then a debitmemo to begenerated andmaterial to return tothe supplier

INV 103 INV.E1003

Transfer ofmaterial fromone locationto other

location

Warehouse managerwill see the stock ofthe items which isrequired from

Visibility stock screen

Material transferrequest is raised bywarehouse whichrequires materials.

Request requires theapproval from thesupplying warehouse.

Transportationcharges are bear by

the showroom whichrequire material.

Item code of the itemwill be same acrossthe organization.

While transferringmaterial from onelocation to otherlocation, material isissued according tothe lot received date.

Material getstransferred.


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Output

``

INV-104 INV.E1004

Stockverification

Criteria for stockverification should bementioned

There is schedule forthe stock verificationbased on the type ofthe items.

Items in the racks areverified on daily basis

Physical stockverification is done atthe warehouse levelon the quarterly basis.

in case of centralizedwarehouse it is onyearly basis

If the discrepancy isbetween theacceptable limits thenstock is updated bymeans of adjustmentreceipts/issuesources.

A report pertaining tothis discrepancy andadjustment is draftedto warehousemanager & accountdept.

Stock is getverified.


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Output

``

INV-105 INV.E1005

InventoryPlanning andreplenishment

Items attributes likeseasonal, nonseasonal, perishable,

non perishable haveto be mentioned.

There is an approvedsupplier for eachcategory.

A proper forecast willbe prepared forseasonal items.

Regular items haveapproved supplier

with standard PO overthe year

There is facility tomention lead time foreach time.

Safety stock, minimumlevel, maximum level foreach item is there

INV-106 INV.E1006

Defining unitof measure

Define parent unit ofmeasure.

Define child unit ofmeasure.

Declare child unit ofmeasure as base unit.

Decide conversionfactor between parentUOM and child UOM.

Parent UOM will beprimary unit forpurchasing.

OUM defined


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Output

``

INV-107 INV.E1007

Warrantyclaim

All the claimsregarding warrantyare settle down at the

OTC.

Customer will getwarranty claimvoucher from theshowroom

Supplier deliveredsome parts FOC to theorg called as warrantyclaim

These items are

received as FOCitems.

There should be noteto the store aboutwarranty items.

These items arestored in theinventory calledwarranty iteminventory andwhenever customer

claims for that,retailer has to issuethat quantity fromthat inventory.

In case if org also sellthat items then itemsis issued fromrespective subinventory.

Warranty parts willnot be available for

sale.

when there is nostock in warrantyclaim inventory,organization satisfiesthe claim bytransferring the itemfrom other inventoryand after suppliergives that item back


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Output

``

Warranty parts wouldbe costed at Zerocost and would be

issued to jobs as andwhen required.

INV-108 INV.E1008

Managing togoods intransitcharges

When purchase orderis raised theinformation like itemcost as well as thecharges (GIT) arerequired to receivethe material and willbe added to the eachcategory

While receiving, thecharges aredistributed item wise.

The actual Landedcost of the item willbe PO price + goodsin transit charges.

There should befacility on the POForm itself to mentionthese charges.

GIT is different foreach mode of shftment.

Values of differentcomponent of GITcan be tracked.

INV-109 INV.E1009

Managing foroutdateditems

Outdated items arereturn back tosupplier

New or revised item isordered from supplier

all concerned personsshould get the alertabout the changes sothat they can takecorrective action inadvance


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Output

``

INV-1010 INV.E1010

Visibility ofstock

each user has theaccess to see thestock of all the items

in all the storagelocations

there is no etransactions withthese storagelocations

information like itemsavailability,reservations, ordered,expiry date will beseen in one Form only

INV-1011 INV.E1011

Issuing freesamples

items are issued tothe prospectcustomers at costzero

Items are receivedfrom prospectsupplier at zero cost.


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Output

``

INV-1012 INV.E1012

Managingdisplay items

Category managerrequires approvalfrom the concerned

person about whichitems to display.

For display goods,inventory ismaintained separatelyin order to calculatethe inventory value ofthe display location..

display items cant besold and are kept onlyfor display purpose.

In case itemsdamaged duringhandling, it is sent tothe inventoryreserved for that.After approval fromconcerned personthese items aredisposed off.Items are disposed ofagainst the particularaccount.


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Output

``

INV-1013 INV.E1013

Expired items There is a facility toprovide expiry date ofthe item at the time

of PO.

All the items will belot control with expirydate.

Items will be issuedaccording to theexpiry date.

Set the particulardays before expirydate and on reaching

that, an alert ispopped up in front ofthe concernedperson.

Launch salespromotion scheme toflush out theinventory.


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Output

``

INV-114 INV.E1014

Managingitem

Items are classified asinventory andexpense items.

All items have uniqueitem code which is 17digits.

The Item Categorieswould be same acrossall the functionalareas. While settingup the item, thecategories will beassigned as required

The Primary Unit of

Measure has to beselected while settingup an itemStocking unit will bealways child.

Items with two UOMhave conversionfactor defined.

Item code is thesupplier specific andshould be mention on

PO.All these item codesare prepared by theindividualdepartments.

Items are defined byonly one person in thedepartment to avoidduplicationIn case of OTCdepartment item is

manually entered. .

There are three levelsof categoryclassification

Make expense itemsnot trackable but costcan be tracked.


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Output

``

INV-115 INV.E1015

Managingdifferenttransactions

Return from customerwill be accepted afterinspection.

No moneyreimbursing for salesreturn.

In case of promotionalitems, different itemscombine to form newproduct.

Price of such itemsdecided by thedivision.

The division to set upa new item code forthe promotional pack.


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Process Flow Diagrams MANTRO INV 101: ManageReceiving

Supplier sends thematerial with

invoices

Matching of thedocuments

Supplier sendsadvanced shift

ment note

Damaged batch

Is material ingood

condition?

Anydiscrepancy?

Is stockaccording to

PO

Is it LPO or

IPO?

Is it LPO or

IPO?

Initiate claim withinsurance co

Verification andapproval

Dispose of thematerial

Transfer material

to main warehouse

Material received

Received as FOC

batch

Return to thesupplier

YES

NO

NO

YES

YES

NO

LPO

IPO

LPO

IPO


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Process Step Catalogs MANTRO INV 101 Manage Receiving

ID Description Frequency

Notes

1 Division Receives Advanced shipmentnotice from the supplier

Asrequired

Through Mail, Phone or Fax

2 Division to do a receiving transactioninto location.

This is available in Receipt Form

Give the Purchase order number andclick on find

Give the quantity as per ASN and saveand make of note of receipt number.

Run the Receiving transactionsregister report for the receipt numberand pass it on to the stores

3 When the delivery arrives at Stores,receiving Person should refer theShipping Documents like receipt frompurchase dept and supplier invoicefrom supplier in order to make surethat material is according to thepurchase order quantity.

Set approval level two waymatching

It is offline process

4 The store keeper should make surethat the items delivered are same asper report and count the quantity

5 Store keeper physically counts thedelivered quantity to make sure it is inaccordance with packing slip.


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Notes

6 Store keeper physically checks theRow and Rack available and stocks thematerial.

7 Store keeper stores the itemsaccording to the expiry dates of thelots in order to facilate the issue of thematerial.Mention lot expiry date in masteritemLot Expiration Control.

8 Make a note of expiry dates if the itemis under shelf life daysLot Expiration (Shelf Life) Control

9 If the store keeper finds a discrepancybetween the material delivered and

purchase order he has to inform thedivision and follow the instructions ofthe division.

10 If excess quantity against PO isdelivered then the material indiscrepancy is physically placed in thestores with documents and no receiptis recorded and concerned division isinformed about the discrepancy.

11 If the division decides to regularize thematerial in discrepancy then a

purchase order is raised and a supplierinvoice is created and the material isreceived as per normal receivingprocess.

12 If the Supplier decides to supply atfree of cost then based on theconfirmation from the division thematerial is received into the stockunder FO batchChange org to OTC and mentionsub inventory.

13 Cost of the i tem under FO batch istreated as Zero and is used as anynormal item for sale. Physically FObatch items are not stockedseparately


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Notes

14 Once the regularization PurchaseOrder is raised and approved, thedivision has to match the un-orderedreceipt with the Purchase order andrun the receipt transaction registerreport and pass it on to stores.

15 If the division wants to accept theexcess material from Supplier, storesreceives the material and thenreturned to the supplier based onDebit Memo from the system.Apply MISC transactions

16 The acknowledgement copy is sent tothe division and the division records areceipt in the system and sends the

copy to the Finance/division.

17 There is a provision of PartialReceipt i.e. company can receivepartial quantity against a PO quantity.In this case company receives thepartial quantity and makes receipt ofonly partial quantity.Unordered receipts

18 When material comes at the storeswithout Purchase order i.e. unorderedreceipt then material is received and

PO is generated after receipt of thematerialUnordered receipts

19 All the warranty items, free of costitems and spare parts items arereceived at the OTC sub inventory.

20 All spare parts and warranty items arestored in physical inventory and all theFOC items are stored in OTC FOC subinventory.Mention ship to location OTC

Factory


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Process Step Catalogs MNATRO INV-102 Manage Returns toSuppliers


Notes

Manage Returns to Suppliers

1 If store finds items are not inaccordance with the purchase order, itwill not accept it and immediatelyreturns it to suppliers.

Return material authorization

2 Supplier in many cases takes back thematerial and promise to sendadditional items in next consignment.

Or in some case supplier will give thecredit note to the organization.

3 In IPO: Supplier doesnt take back thematerial due to high transportationcharges. Here based on the quantitydamaged, scrap the material ordispose of the materialFollow- INV-1016

4 When division or store identifies thatthe material is not in accordance withthe purchase order then the receipt is

not made, the material is returned tosupplier.

Supplier return form- mention POno, selects line and quantity to bereturned.Mention the reason for the return

5 The material delivered by the localsupplier, if it is not in accordance withthe Purchase orders then the storeshas to inform the division and if thedivision decides to return the materialto supplier, a receipt transaction to berecorded and a debit memo to begenerated based on which thematerial can be returned to thesupplier.


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Notes

6 When the items are outdated,department will return that torespective supplier. In this case,supplier takes the item and gives newitems to stock.Refer INV-1018

7 If store keeper identifies anydiscrepancies after making a receipti.e. after inspection then the materialis to be returned to the Local supplierthen a debit memo to be generatedand material to return to the supplier.

Supplier return receipts- mentionthe quantity and reason for the

return.Have debit memo to supplier.

Process Flow Diagrams MANTRO INV-103: Transfer of materialbetween locations

Process Step Catalogs MANTRO INV 103 Transfer of materialbetween locations


Notes

Transfer of material from one location to other l

1Warehouse manager will see the stockof the items which is required from

Visibility stock screenRefer INV-1019

Whenrequired

No transaction can de done.

2 Material transfer request is raised bywarehouse which requires materials.Form to be developed

3 Request requires an approval from thesupplying warehouse.

Approval hierarchy have todefined


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Notes

4 Transportation charges are bear bythe showroom which require material.Charges should be mention on the

material transfer request5 Item code of the item will be same

across the organization.Item code is defined in such a waythat it is same across the organization.New items also can have same itemcode.

6 While transferring material from onelocation to other location, material isissued according to the lot receiveddate. Define picking rule, in thatmention sort criteria as FIFO.


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Process Flow Diagrams MANTRO INV-104: Stock verification


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In there anydifference?

Update the quantity

Decide the criteriafor the stockverification

Physically countthe material

Post the quantitiesin the system

Is differenceAcceptable?

Update the quantity

by adjustment

receipt/issue

Update the quantity

by adjustment

receipt/issue

NO

YES

YES

AFTER TWO TRIAL

NO


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Process Step Catalogs MANTRO INV-104- Stock verification

ID Description Frequenc

y

Notes

Stock verification

1Criteria for stock verification should bementionedDetails are mentioned on Cyclecount form

2 There is schedule for the stockverification based on the type of theitems.Mention schedule date on cyclecount form

3 Items in the racks are verified on dailybasisDefine these items in ABC classes

4 Physical stock verification is done atthe warehouse level on the quarterlybasis.Enter the frequency in Autoschedule

5 Stock verification at the centralizedwarehouse it is on yearly basis.

Enter the frequency in Autoschedule

6 If the discrepancy is between theacceptable limits then stock isupdated by means of adjustmentreceipts/issue sources.Set Automatic Recounts on in caseof discrepancy in countSay Maximum to 2Select Adjustment option like

Adjust if Possible: Or Review AllAdjustments:

Mention positive and negativetolerances incase of adjustments,tolerance value etc

7 A report pertaining to this discrepancyand adjustment is drafted towarehouse manager & account dept.Hit/Miss analysis


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Process Flow Diagrams MANTRO INV-105: Inventory Planningand replenishment

Count the stock

every day

Report torespective category

Check withwarehouse

Available ? replenish the stock

Checks re-orderlevel

Create PR and

forward topurchase manager

YES

NO


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Process Step Catalogs MANTRO INV-105 Inventory Planningand replenishment


Notes

Inventory Planning and replenishment

1

Items attributes like seasonal, nonseasonal, perishable, non perishablehave to be mentioned.

Define Your Item AttributeControls

2 There is an approved supplier for eachcategory.Supplier selection form

3 A proper forecast will be prepared forseasonal items

4 Regular items have approved supplierwith standard PO over the yearAssign items to suppliers

5 There is facility to mention lead timefor each time.Item definition form

6 Safety stock, minimum level,maximum level for each item is there.


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Process Flow Diagrams MANTRO INV-106: Defining unit ofmeasure

Declare child unitof measure as base

unit.

Define child unit ofmeasure.

Define parent unitof measure.

Decide conversionfactor betweenparent UOM and

child UOM.

Parent UOM will beprimary unit for

purchasing.

Child UOM will beprimary unit for

inventorytransactions


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Process Step Catalogs MANTRO INV-106 Defining unit ofmeasure


Notes

Defining unit of measure

1Define parent unit of measure.UOM definition form.

2 Define child unit of measure.UOM definition form

3 Declare child unit of measure as baseunit.Make tick on base unit to YES

4 Decide conversion factor betweenparent UOM and child UOM.Unit of Measure Conversionswindow

5 Parent UOM will be primary unit forpurchasing.

6 Child UOM will be primary unit forinventory transactionsDefine Transaction UOM


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Process Flow Diagrams MANTRO INV 107- Warranty claim

Customer comes atthe showroom with

claim

Salesman examines theitem and prepares the

voucher

Customer sent tothe OTC

Store keeperexamine the

voucher

Issue warrantyitems from logical

inventory

Update theinventory


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Process Step Catalogs INV 107 Warranty claim


Notes

Warranty claim

1 All the claims regarding warranty aresettle down at the OTC.Apply coverage template towarranty items

2 Customer will get warranty claimvoucher from the showroomCustomization require

3 Supplier delivered some parts FOC tothe org called as warranty claimReceive item under misc

transactionsGive items detail and save

These items are received as FOCitems.

4 There should be a note to the storeabout warranty items.

5 These items are stored in theinventory called warranty iteminventory and whenever customerclaims for that, retailer has to issuethat quantity from that inventory.

6 In case if org also sell that items thenitems is issued from respective subinventory.

7 Warranty parts will not be available forsale.Make the item NO to customerorders enabled

8 When there is no stock in warrantyclaim inventory, organization satisfiesthe claim by transferring the item

from other inventory and aftersupplier gives that item back toorganization as FOC then organizationhas to make reverse entry to updatethe stock

9 Warranty parts would be costed atZero cost and would be issued to jobsas and when required


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Process Flow Diagrams MANTRO INV-108: Managing to Goodsin transit charges

Define differentGIT

charges used

Give the valueswith respect to

mode of shipment

Receive material

with the actual GITcharges

While generatingPR add those

charges line wise.

Actual landed costPO cost +GIToverheads per item

Distribute the GITcharges item wise


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Process Step Catalogs MANTRO INV-108 Managing to Goods intransit charges


Notes

Managing to goods in transit charges

1

When purchase order is raised theinformation like item cost as well asthe charges (GIT) are required toreceive the material and will be addedto the each category

2 While receiving, the charges aredistributed item wise.

3 The actual Landed cost of the item will

be PO price + goods in transit charges4 There should be facility on the PO

Form itself to mention these charges.

5 GIT is different for each mode of shftment

6 Values of different component of GITcan be tracked.


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Process Flow Diagrams MANTRO INV-109: Managing foroutdated items

an alert comes onscreen of

concerned person

person review thesituation

is itemoutdated?

send material back tosupplier with note about

material outdated

continue withexisting process

gets thenew/revised itemin replacement

difference in cost isapplied to an

account


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Process Step Catalogs MANTRO INV-109 Managing foroutdated items


Notes

Managing for outdated items

1 Outdated items are return back tosupplier

2 New or revised item is ordered fromsupplier.

3 all concerned persons should get thealert about the changes so that theycan take corrective action in advance.


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Process Flow Diagrams MANTRO INV- 1010: Issuing freesamples

Process Step Catalogs MANTRO INV- 1010 Issuing freesamples


Notes

Issuing free samples

1 items are issued to the prospectcustomers at cost zero

2 Items are received from prospectsupplier at zero cost.

is there anyfree samples?

material delivered

at the store

follow MANTROINV-101

receive thematerial at the

Zero Cost

store the materialas FOC batch

YES

NO


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Process Flow Diagrams MANTRO INV- 1011: Managing display


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items

Materialdamaged ?

Sales manager

decides which items

to be displayed

Sends materialtransfer request toinventory manager

Category managerissues material from

display iteminventory

Material kept atdisplay location

Sent back materialto damage goods

inventory

Dispose off materialwith prior approval

Continue displayingthe items

NO

YES


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Process Step Catalogs MANTRO INV- 1011 Managing displayitems


Notes

Managing display items1 Sales manager decide which items to

be displayed.2 Category manager requires approval

from the concerned person aboutwhich items to display.

3 For display goods, inventory ismaintained separately in order tocalculate the inventory value of thedisplay location

4 Display items cant be sold and arekept only for display purpose

5 In case items damaged duringhandling, it is sent to the inventoryreserved for that. After approval fromconcerned person these items aredisposed off.Items are disposed of against theparticular account.


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Process Flow Diagrams MANTRO INV-1012: Expired items

Process Step Catalogs MANTRO INV-1012 Expired items


Notes

Expired items

1 There is a facility to provide expirydate of the item at the time of PO.

2 All the items will be lot control withexpiry date.

3 Items will be issued according to theexpiry date.

Set an alert toconcerned person

when items going tobe expired

Set the duration forexpired items

Delivery of items at

stores

Enter expiry date

and receive theitems

As alert comes,

inform to salesmanager

Sales manager will

launch the sales

promotion campaign

Expired items getdispose off withprior approval


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Notes

4 Set the particular days before expirydate and on reaching that, an alert ispopped up in front of the concernedperson

Duration is based on the typthe item

5 Launch sales promotion scheme toflush out the inventory.


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Process Flow Diagrams MANTRO INV-1013: Managing item

Process Step Catalogs MANTRO INV-1013 Managing item


Notes

Managing item

1 Items are classified as inventory andexpense items.

All items have unique item code whichis 17 digits.

Asrequired

Classify items asinventory andexpense items.

Give item code toitem

Assign template,UOM and other

attributes

Assign item toparticular inventory

Give the suppliercode to item


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Notes

2 The Item Categories would be sameacross all the functional areas. Whilesetting up the item, the categories willbe assigned as required

3 The Primary Unit of Measure has to beselected while setting up an item.

Stocking unit will be always child.

4 Items with two UOM have conversionfactor defined.

5 Item code is the supplier specific andshould be mention on PO.

6 All these item codes are prepared bythe individual departments.Items are defined by only one personin the department to avoid duplicationIn case of OTC department item ismanually entered. .

7 There are three levels of categoryclassification.

8 Make expense items not track able butcost can be tracked.


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Process Flow Diagrams MANTRO INV-1014: Managing Customerreturn and promotional items

Process Step Catalogs MANTRO INV-1014 Managing Customerreturn and promotional items


Notes

Managing different transactions

1 Return from customer will be acceptedafter inspection.

Asrequired

2 No money reimburse for sales return There should be facility to progift voucher, coupons etc.

3 In case of promotional items, differentitems combine to form new product.

Sales man inspectthe items of

customer return

Follow INV-107Items

damaged?Is it a warranty

item?

Return the item tocustomer

With prior approval,free coupons are

given to customers

Sales managercreate the

promotional schemes

Create new itemcode for promo

items

Different items arecombined to form

new promo product

Promo items areissued against

showroom,

Require items areissued from the

inventory.


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Notes

4 Price of such items decided by thedivision

5 The division to set up a new item codefor the promotional pack.

Process Step Catalogs Manage Returns to Suppliers

ID

Description

Frequency

Notes

Agent

Automation

Receipt of Material at Main Stores