Course Code: INV-08
Goal: Monitor and optimize inventory stock levels by managing real-time on-hand quantities and auditing inventory transactions.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate (Ideal for warehouse managers, inventory controllers, and procurement leads)

Resources Provided:

• Inventory On-Hand View Quick Guide
  
• Manual and Bulk Inventory Update Reference
• Inventory Log and Auditing Best Practices Sheet

Learning Objectives

By the end of this session, participants will be able to:

• View, filter, and manage real-time on-hand inventory levels.
  
• Add, remove, or adjust inventory manually or via bulk imports.
  
• Use the inventory log to audit transactions and maintain clean records.

Session Agenda

INV8.1 Viewing and Managing On-Hand Inventory

• Accessing the On-Hand Inventory screen.
  
• Filtering by:
  
• Location
  
• Part Type
  
• Vendor
  
• Category
  
• Interpreting key columns:
  
• Quantity Available
  
• Quantity Committed
  
• Quantity On Order

INV8.2 Adding/Removing Inventory Manually and via Bulk Imports

• Manual inventory adjustments:
  
• Adding new stock manually (for received donations, off-system buys).
  
• Removing damaged or obsolete stock.
  
• Bulk updates:
  
• Using Inventory Adjustment Import Template.
  
• Mapping fields: Part Number, Quantity, Location, Notes.

INV8.3 Using the Inventory Log for Transaction Auditing

• Viewing historical movement of parts:
  
• Receiving
  
• Issuing to jobs
  
• Transfers
  
• Adjustments
  
• Searching logs by part, date, user, or transaction type.
  
• Best practices for clean audit trails and compliance readiness.

 Hands-On Preview (Optional if time allows)

• Adjust inventory manually.
  
• Run a bulk inventory import.
  
• View transaction history for a sample part.

Post-Session Action Items

• Review inventory logs for discrepancies.
  
• Implement regular stock reconciliation processes.
  
• Standardize reasons for manual adjustments across teams.

Note: When scheduling, make sure to include this session code: INV-08

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