physical_inventory_count_barcode_scanner
Differences
This shows you the differences between two versions of the page.
Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
physical_inventory_count_barcode_scanner [2018/09/11 11:47 (6 years ago)] – swind | physical_inventory_count_barcode_scanner [2021/06/17 10:34 (3 years ago)] (current) – swind | ||
---|---|---|---|
Line 1: | Line 1: | ||
====== Physical Inventory Count Using a Barcode Scanner ====== | ====== Physical Inventory Count Using a Barcode Scanner ====== | ||
- | [[http:// | + | <note important> |
+ | </note> | ||
====== Explanation ====== | ====== Explanation ====== | ||
Line 8: | Line 9: | ||
It will require a wireless internet connection, a laptop and a barcode scanner. A cart to move the laptop around would also be convenient. | It will require a wireless internet connection, a laptop and a barcode scanner. A cart to move the laptop around would also be convenient. | ||
+ | <note important> | ||
+ | Selecting Exclude stock on Layaways and Exclude Stock on work orders may not resolve the issue. So converting the workorders and layaways to either AR invoices or Estimates before doing the Physical inventory count is a cleaner method of making sure your counts are correct. | ||
+ | </ | ||
- | + | ====== | |
- | ====== | + | |
* Open Physical Inventory Count | * Open Physical Inventory Count | ||
Line 22: | Line 25: | ||
- | Once it takes you to the direct scan tab, go back to the main tab and give your batch a name in the Description field. | + | * Once it takes you to the direct scan tab, go back to the main tab and give your batch a name in the Description field. |
- | Give your scan batch a meaningful name like “STORE FRONT JENNY” | + | |
- | Now go back to the Direct Scan Tab and click on the first Part Number field. | + | |
Line 30: | Line 33: | ||
- | Scan the first item’s barcode | + | * Scan the first item’s barcode |
Line 36: | Line 39: | ||
- | If you only want a quantity of 1, you can scan the next barcode because the default quantity will always be 1. | + | * If you only want a quantity of 1, you can scan the next barcode because the default quantity will always be 1. |
- | If you need a different quantity, you need to click on the quantity to change it | + | |
Line 43: | Line 46: | ||
- | or scan the barcode multiple times. However, this will create additional lines with quantities of 1 | + | * or scan the barcode multiple times. However, this will create additional lines with quantities of 1 |
Line 49: | Line 52: | ||
- | If you make a mistake and need to delete a line, just highlight the item number and hit Ctrl + Delete on your keyboard. | + | * If you make a mistake and need to delete a line, just highlight the item number and hit Ctrl + Delete on your keyboard. |
- | If you enter a wrong quantity, just highlight the quantity you want to change and type the new quantity on the keyboard. | + | |
- | Once you have scanned all the items in your area, you need to save your scan batch. | + | |
Line 57: | Line 60: | ||
- | Now you can close the batch and continue to your next area. The new batch will show if you click on the find button. | + | * Now you can close the batch and continue to your next area. The new batch will show if you click on the find button. |
Line 63: | Line 66: | ||
- | Repeat this process to create additional scan batches. | + | * Repeat this process to create additional scan batches. |
- | Once all scan batches have been created you can move on to Creating the count batches. | + | |
Line 79: | Line 82: | ||
</ | </ | ||
- | - SCANNED COUNTS | + | ---- |
- | First Batch is an uninitialized stock count that you will attach all the scan batches to. | + | |
- | Make sure that all check boxes in the options tab are UN-checked. | + | ==== SCANNED COUNTS |
+ | |||
+ | * The First Batch is an uninitialized stock count that you will attach all the scan batches to. | ||
+ | | ||
Line 87: | Line 93: | ||
- | Create the count batch, give it a recognizable name such as Kelowna Scanned Items, then Build and close it. | + | * Create the count batch, give it a recognizable name such as Kelowna Scanned Items, then Build and close it. |
- | Note the name or batch number. | + | |
- | Open each scan batch and attach them to this count batch. | + | |
- | Make any changes to the counts as needed, and run the variance report. | + | |
- | Export to Excell and print | + | |
- | Spot Check Items that count looks incorrect. | + | |
- | A staff member will verify the counts before processing, and again adjust any counts as needed. | + | |
- | Ensure that “Clear Oversold When Processed” is checked, and now you can process the batch. | + | |
- | - NON COUNTED | + | ==== NON COUNTED |
- | Run a second count batch, and this time it will be a periodic stock count, only showing items that System Five is showing as being in stock. Also DO NOT exclude items that are marked for deletion. | + | |
- | Set the date or time to be prior to when the previous count was done. | + | * Run a second count batch, and this time it will be a periodic stock count, only showing items that System Five is showing as being in stock. Also DO NOT exclude items that are marked for deletion. |
+ | | ||
Line 105: | Line 112: | ||
- | This will show all remaining stock items that are showing a quantity, but was not counted (scanned). | + | * This will show all remaining stock items that are showing a quantity, but was not counted (scanned). |
- | Essentially this is all missing stock, or mis-entered stock quantities. | + | |
- | Zero all counts, run the variance report, and ensure that “Clear Oversold When Processed” is checked. | + | |
- | A staff member will verify the counts again (spot Check), and once that is done, you can process this batch. | + | |
- | - CLEANUP | + | ==== CLEANUP |
- | Run a third count batch. This time we want to see all remaining inventory, including items marked for deletion. | + | |
- | This batch will show everything with a zero count that has not been counted in the previous batches. | + | |
- | Again… set the date or time to be prior to when the previous count was done. | + | |
Line 120: | Line 127: | ||
- | Zero all counts, run the variance report, and process that batch. | + | * Zero all counts, run the variance report, and process that batch. |
Line 131: | Line 138: | ||
====== | ====== | ||
- | [[http:// | + |
physical_inventory_count_barcode_scanner.1536691658.txt.gz · Last modified: 2018/09/11 11:47 (6 years ago) by swind