Learn to track your organization's inventory with customized spreadsheets that make data analysis a breeze.
Many COOs, controllers, accountants, and purchasing managers who are responsible for inventory security and recordkeeping often are not trained in spreadsheet techniques that are available to streamline those processes.
Inventory records are sometimes maintained in multiple disparate databases, inviting time-consuming complexity stemming from data that must be checked manually because it doesn't match up with other databases.
Additionally, a lack of naming uniformity, item code character meaning, and informative tagging leaves question marks when it comes to inventory control and sales trends, which can leave purchasing managers in the dark as far as reorder points.
This topic helps different inventory professionals to see firsthand both the sowing (setup) and reaping (lightning-quick analysis and insights) of world-class spreadsheeting for inventory items.
Learning Objectives:
- You will be able to define custom tags that make sense for your inventory items.
- You will be able to describe inventory items as members of a database.
- You will be able to recognize how a database of inventory items leads to strong controls and insights.
- You will be able to review the quality of inventory data as well as more easily compare the physical count to what is shown in your records.
This Live Webinar Covers These Hot Issues:
Data Setup
- Database Thinking
- Item Codes
- BOM for Manufactured Goods
- Attribute Tags
Control Techniques
- Inventory Count
- Code-Based Analysis
- Tag-Based Analysis
Quality Control of Data
- Ties to General Ledger System
- Single Source of Data
- Linked Spreadsheets
Credit Information (Sponsored by Lorman Education Services):
- CPE
- ISM
- NASBA
For Detailed Credit Information page click here
Only registered attendee will receive continuing education credit.
Instructor Profile:
Jaime Campbell, Tier One Services, LLC
- Partner in the firm of Tier One Services, LLC
- Practice emphasizes all aspects of internal accounting activities for $1M to $10M for-profit and not-for-profit organizations
- Conducts regular seminars and workshops on Excel, QuickBooks, financial statements, and cash flow forecasts
- Author of several publications related to the areas of Excel, QuickBooks, and other accounting technology and policies
- B.A. degree in professional accounting, Rutgers Business School, Bachelor of music education, Florida State University
- Member of AICPA, NJSCPA, NCACPA, FICPA
- Can be contacted at jcampbellcpa@tieroneservices.net, (704) 837-0185, on Twitter® @jcampbellcpa, www.facebook.com/jcampbellcpa or www.linkedin.com/in/jcampbellcpa
(Not available outside the US)