INVENTORY TRAINING MODULE 1
STOCK ROOM EVALUATION
SETUP
MINIMAL REQUIREMENTS
Stock Room Layout
BSIP application examples
Stock room photo examples
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September, 2014
MODULE OBJECTIVES
 Inventory management requires certain processes to be
successful and can be accomplished multiple ways to fit your
LEA’s situation.
 Modules were created understanding LEA’s 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.
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September, 2014
Stock Room Setup
Area designated for inventory storage that maintains control from
receipt until issue.
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Stock Room Setup
This is another example of shelf setup to organize and manage inventory
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Stock Room Control
 Staff member or members designated to manage inventory
need a certain amount of authority in order to control stock
movement
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Stock Issue Point
Designate an area dedicated to order and issue inventory which controls
access to the inventory.
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Stock Issue Point
This photo illustrates another example of an inventory issue point from
inside the stockroom.
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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.
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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.
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Stock Room Layout
 Design the area to create adequate space for bins, shelves or
cabinets required to organize the inventory you manage.
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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.
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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.
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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
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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.
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September, 2014
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
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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.
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Drawer Storage Example
The above example shows storage in cabinet with drawers that allows
small parts storage by bin location.
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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.
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September, 2014
Adding Storage Bin Descriptions - ZIE02D
Storage Bin Description is a Text
Sort:
B-03 Sort:
B-3 Sort:
B-01
B-29
B-02
B-3
B-03
B-30
B-04
B-31
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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 bsip.incidents@its.nc.gov
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Looking up Available Storage Locations – MB51
Enter plant and click
Match Code Icon on
Storage Location
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Transfer Materials Between Storage Locations - MIGO
Click to add another
material
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September, 2014
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
INVENTORY TRAINING MODULE 1
STOCK ROOM EVALUATION
SETUP
MINIMAL REQUIREMENTS
Stock Room Layout
BSIP application examples
Stock room photo examples
NCDPI Transportation Services
September, 2014