Inventory is one of the largest assets to your business. Ensuring inventory is accurate is crucial for a successful business. Take this class to learn Meevo’s easy-to-use inventory management system from purchase orders and inventory counts, to employee usage.

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Maximizing your Meevo Inventory
with Bart Halaczkiewicz

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Bart Halaczkiewicz
Senior Business Support Specialist
Millennium Systems International
YOUR PRESENTER

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THE SETUP

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THE SETUP
MANUFACTURERS,
DISTRIBUTORS, PRODUCT
CATEGORIES, PRODUCTS

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MANUFACTURER
COMPANY THAT MAKES THE
PRODUCT

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DISTRIBUTOR
COMPANY FROM WHICH
THE PRODUCT IS ORDERED

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PRODUCT CATEGORIES
ORGANIZING PRODUCTS FOR
REPORTING, INVENTORY,
AND TRANSACTIONS

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PRODUCTS
EVERY PRODUCT AT THE
BUSINESS MUST BE
ENTERED INTO MEEVO

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INVENTORY PROCEDURES

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INVENTORY PROCEDURES
PURCHASE ORDERS

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PURCHASE ORDERS
BENEFITS
 Does The Work For You
 Maintains Accurate On-Hand Counts
 Maintains Accurate Inventory Values

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PURCHASE ORDERS
KEY FEATURES
 Color Indicators
 Suggested Amount Purchase Order
 Print or Export PO
 Shipping & Handling + Tax

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INVENTORY PROCEDURES
PRODUCT USAGE

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PRODUCT USAGE
BENEFITS
 Accountability
 Track Product Usage by Employee/Department
 Accurate On-Hand Counts
 Return Unused Items Back to Inventory

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INVENTORY PROCEDURES
INVENTORY COUNTS

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INVENTORY COUNT
BEST PRACTICES
 Count your Inventory at LEAST once a month &
at year’s end
 If the same products are short or missing, count
them daily/weekly until issue is resolved

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INVENTORY COUNT
BENEFITS
 Prevent Ordering Problems
 Ability to Write Off Losses
 Identify Possible Theft

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INVENTORY COUNTS
OPTIONS

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INVENTORY COUNTS
OPTIONS

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INVENTORY COUNTS
COUNTS IN REVIEW
 Open Counts = New count, count that was put on hold, or
count that has been reopened
 Counts in Review = (Advanced Only) Counts that are
waiting to be reviewed (Accept, Ignore, Recount)
 Committed Counts = Counts that have been committed;
can NOT edit

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INVENTORY PROCEDURES
REPORTS

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4
PURCHASE
ORDER
SUMMARY
USE THESE REPORTS
MI0602
INVENTORY
COUNT
HISTORY
MI020
3
INVENTORY
COUNT
SHEET
MI025
1
INVENTORY
VALUE
MI010
EMPLOYEE
SUPPLY
USAGE
CS0005
PURCHASE
ORDERS
MI1005

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Goal Actions Target Date Results
Accurate On-Hand Values Monthly Counting Accurate Inventory Value
Accurate On-Hand Values
Create & Receive PO
in Meevo
Accurate Inventory Value
Accurate On-Hand Values Deduct Supply Usage Accurate Inventory Value
Accurate Inventory Value Proper Prices on PO Take Back from Uncle Sam
Eliminating Dead Stock /
Minimize Inventory
Investment
Monitor Product Sales
& Supply Usage
Free up $$ for Other
Expenses
ACTION PLAN

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Thank You!

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