Storekeeper: quick reference cheat sheet

Menu Paths

Barcode Workflow (if your company uses scanners)

1. Receiving: Scanner reads barcode → System shows item info → You confirm quantity → Item moves to inventory
2. Picking: You enter item code (or scan barcode) → System shows location and quantity → You pick the item → You scan to confirm pick
3. Transfer: You scan source location → scan destination location → system records the move
4. Adjustment: You manually count items → you enter difference in system (if counted 5, system shows 7, enter -2)

Daily Checklist

• Log in to Usystems
• Check for pending deliveries in Goods Received
• Receive and scan any deliveries
• Place goods in assigned warehouse locations
• Mark receipts as complete
• Throughout day: fulfill picking requests
• Record picks in Goods Issued
• Spot-check for expired or damaged items
• Count a sample of high-use items (if required)
• If count doesn't match system: create Inventory Adjustment
• Document any issues (missing stock, damaged goods)
• Log out at end of shift

Common Tasks — Quick Steps

Receive a delivery

1. Check Goods Received for the expected order
2. Scan each item (or enter code manually)
3. Verify quantity matches packing slip
4. Note any damage or shortages
5. Place items in assigned locations
6. Mark receipt as Complete

Pick items for a sales order

1. Go to Goods Issued Open in Usystems
2. Find the sales order or pick request
3. Locate items on shelf
4. Count correct quantity
5. Check items are not expired or damaged
6. Scan or enter item code in system to confirm pick
7. System updates stock level automatically

Adjust inventory for damaged item

1. Find damaged item in warehouse
2. Go to Inventory Adjustment Open in Usystems
3. Create new adjustment
4. Enter item code and quantity (-1, -5, etc.)
5. Reason: "Damaged item" or "Expired"
6. Save; system deducts from inventory

Transfer stock to another location

1. Go to Stock Transfer Open in Usystems
2. Enter item code
3. Enter source location (where it is now)
4. Enter destination location (where it goes)
5. Enter quantity
6. Physically move the items
7. Mark transfer as complete; system updates locations

Count inventory (daily or weekly spot-check)

1. Choose 3-5 high-use items
2. Count physical items on shelf
3. Go to Inventory Open in Usystems and find item
4. Compare your count to system quantity
5. If they match: no action needed
6. If they don't match:
   • Go to Inventory Adjustment Open in Usystems
   • Enter item and difference (system shows 10, you counted 8, enter -2)
   • Reason: "Physical count"
   • Save

Safety Reminders

• Store items according to company rules (hazardous items separately, perishables cool/cold, heavy items low)
• Check expiry dates regularly
• Report damaged goods immediately
• Use proper lifting techniques for heavy items
• Wear personal protective equipment (PPE) if required for your warehouse

Troubleshooting

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