Module 3: Stores, Inventory & Procurement Training

Target Roles: Storekeepers, Inventory Controllers, Procurement Officers, Workshop Logistics Staff.

---

🎯 Learning Objectives

By the end of this module, the Stores & Procurement team will be able to:

1. Receive incoming raw board deliveries and hardware boxes against Purchase Orders.
2. Issue materials from Main Store - EHS to Workshop WIP - EHS tagged to specific projects.
3. Track assembled cabinetry moving from Finished Goods - EHS to Site Staging - EHS.
4. Perform physical stock counts and maintain accurate board offcut balances.

---

📋 Standard Operating Procedures (SOP)

SOP 3.1: Material Receiving (GRN)

• When to do it: When the supplier delivery truck arrives at the workshop store.
• Steps:
  1. Open the supplier's Purchase Order.
  2. Click Create → Purchase Receipt.
  3. Inspect condition:
     • Board corners undamaged (no chips or moisture swelling).
     • Hinge and runner quantities match invoice.
  4. Set Accepted Warehouse: Main Store - EHS.
  5. Submit the Purchase Receipt.

SOP 3.2: Issuing Materials to the Workshop Cutting Floor

• When to do it: When the CNC workshop is ready to cut a project's cutting list.
• Steps:
  1. Open Stock → Stock Entry → + Add Stock Entry.
  2. Set Purpose: Material Transfer.
  3. Default Source Warehouse: Main Store - EHS.
  4. Default Target Warehouse: Workshop WIP - EHS.
  5. Select the Project (ensures costs link to the job).
  6. Add the exact sheet count (MDF, Marine Ply, Melamine) and hardware sets.
  7. Submit the Stock Entry.

SOP 3.3: Moving Assembled Units to Site Staging

• When to do it: Prior to loading transport for on-site installation.
• Steps:
  1. Create a Stock Entry with purpose Material Transfer.
  2. Source: Finished Goods - EHS → Target: Site Staging - EHS.
  3. Submit the transfer.

---

🧪 Practical Hands-On Exercise

Scenario: Issue 10 sheets of 18mm MDF (EHS-MDF-18MM) and 20 pairs of soft-close hinges (EHS-HNG-SC-01) from Main Store - EHS to Workshop WIP - EHS for project Kilimani Penthouse.

• Task:
  1. Open Stock Entry.
  2. Create the Material Transfer tagged to the project.
  3. Check the Stock Balance report to verify Main Store reduced and Workshop WIP increased.