{"id":23755,"date":"2024-05-17T08:35:29","date_gmt":"2024-05-17T07:35:29","guid":{"rendered":"https:\/\/rackbeat.com\/?p=23755"},"modified":"2024-05-17T08:35:29","modified_gmt":"2024-05-17T07:35:29","slug":"how-does-rackbeat-affect-my-workflows-from-inventory-in-a-erp-system-to-dedicated-inventory-management","status":"publish","type":"post","link":"https:\/\/rackbeat.com\/en\/how-does-rackbeat-affect-my-workflows-from-inventory-in-a-erp-system-to-dedicated-inventory-management\/","title":{"rendered":"How Does Rackbeat Affect My Workflows? From Inventory in a ERP System to Dedicated Inventory Management"},"content":{"rendered":"

When the ERP Inventory Management No Longer Hits the Right Notes<\/b><\/h2>\n

Imagine that you are a conductor, and your ERP system is a large orchestra.<\/span><\/p>\n

Every day, you try to make the tones flow harmonically throughout the ensemble, with all the vouchers and sales invoices in the accounting section and goods movements over in the warehouse part. But as the music plays on, it becomes clearer that inventory management requires a precision and reach that your current setup can’t always provide.<\/span><\/p>\n

A new instrument is needed.<\/span><\/p>\n

While many ERP systems can handle the most basic warehouse functions, such as displaying current stock levels and dispatching a sales order, and some even have a few more advanced features available as add-on modules, they lack the depth and specialization that <\/span>a dedicated system like Rackbeat<\/span><\/span><\/a> offers.<\/span><\/p>\n

In this guide, we will unfold how switching to Rackbeat can improve and simplify your warehouse processes. But first, we will start by reviewing the key points in transitioning from ERP-based inventory management to Rackbeat, so you are well-prepared for your new workflows.<\/span><\/p>\n

This way, you don’t have to stress about whether the accounting part and warehouse operations are in sync, but instead, you can sit back and enjoy the interplay.<\/span><\/p>\n

Enjoy.<\/span><\/p>\n

 <\/p>\n

Things to Be Aware of When Transitioning from the ERP Inventory to Rackbeat<\/b><\/h2>\n

1. Work Distribution<\/b><\/h3>\n

We recommend that everything related to warehouse work and order handling takes place in Rackbeat, while the accounting part remains within the ERP system. Specifically, this means that sales, purchases, stock adjustments, and inventory transfers are carried out in the warehouse system, i.e., all activities that affect the stock count and the financial value of the inventory.<\/span><\/p>\n

It’s also important to note that when you create customers or change customer information, it should either be done in Rackbeat or the ERP system\u2014not both, as this will create confusion in the flow of information. It is crucial to establish clear lines for where data is handled and updated to avoid data confusion and synchronization conflicts.<\/span><\/p>\n

 <\/p>\n

2. The Option to Choose Multiple Warehouse Principles<\/b><\/h3>\n

Rackbeat supports advanced warehouse principles such as <\/span>FIFO (First-In, First-Out)<\/span><\/a><\/span> and <\/span>average cost<\/span><\/a><\/span>, which gives you the option to choose how your financial inventory value should be calculated. You must have a handle on which warehouse principle best fits your business needs before your Rackbeat agreement is set up. The choice of warehouse principle is permanent and should be made carefully to ensure that your financial inventory values are calculated correctly.<\/span><\/p>\n

 <\/p>\n

3. Get to Know Your New Inventory System<\/b><\/h3>\n

The transition from doing inventory management in an ERP system to Rackbeat’s advanced warehouse system involves a bit of preparation, as Rackbeat offers more options and features than you might be used to. It is therefore crucial that you take the time to understand how Rackbeat works.<\/span><\/p>\n

We thus advice you to take advantage of <\/span>Rackbeat’s free 14-day trial period<\/span><\/span><\/a>. During this trial, we recommend that you use our pre-set demo data, which allows you to thoroughly explore all the system’s functions without affecting your own business data.<\/span><\/p>\n

 <\/p>\n

4. Consider Your Needs and Have a Chat with Us<\/b><\/h3>\n

It’s really valuable to have an informal chat about your needs with a specialist when you are preparing the transition to a new warehouse system. However, before you enter into dialogue, it is important that you have a clear understanding of your business’s specific requirements. Analyze your current work processes and identify exactly what challenges you expect Rackbeat to address, and what your goals are with the implementation of the new inventory system.<\/span><\/p>\n

 <\/p>\n

5. Book a Free Rackbeat Presentation<\/b><\/h3>\n

Even if you do not have complete clarity over your needs yet, Rackbeat offers a personal demonstration of our system. During this demonstration, a specialist will first have an initial conversation with you about your needs. Then, they will demonstrate how Rackbeat can meet these needs. This gives you a concrete understanding of how your work processes can be optimized with Rackbeat.<\/span><\/p>\n

\"Book<\/a><\/span>