physical_inventory_count
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physical_inventory_count [2010/09/01 09:52 (14 years ago)] – andrew | physical_inventory_count [2010/09/01 09:53 (14 years ago)] – andrew | ||
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1) Create a count batch file in the Physical Inventory Count window - Count Batch tab, by clicking [New]. | 1) Create a count batch file in the Physical Inventory Count window - Count Batch tab, by clicking [New]. | ||
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2) Set the Batch Type in the Main sub-tab. | 2) Set the Batch Type in the Main sub-tab. | ||
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3) Optionally, set options in the Options sub-tab and filters in the Filter sub-tab. | 3) Optionally, set options in the Options sub-tab and filters in the Filter sub-tab. | ||
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4) Click [Build] to create a count list. The focus changes to the Count Entry tab where you can optionally click [Print] to print a hard copy. | 4) Click [Build] to create a count list. The focus changes to the Count Entry tab where you can optionally click [Print] to print a hard copy. | ||
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5) If collecting count information manually, enter collected information in the Count Entry tab and click [Save] each time you update the list. | 5) If collecting count information manually, enter collected information in the Count Entry tab and click [Save] each time you update the list. | ||
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6) If using scanners/ | 6) If using scanners/ | ||
- | a) Create a scan batch file in the Physical Inventory Count window - Scan Batch tab, by clicking [New]. | + | |
- | + | b) Set the Scan Source in the Main sub-tab (as either data collector or direct scan). | |
- | b) Set the Scan Source in the Main sub-tab (as either data collector or direct scan). | + | c) For data collectors, in the Data Collector sub-tab, click [Import] and select the correct data collector in the list, then click [Save]. You can repeat for as many data collectors results files as you want. |
- | + | d) For scanners, in the Direct Scan sub-tab start scanning and when complete click [Save]. You can repeat as often as you want. | |
- | c) For data collectors, in the Data Collector sub-tab, click [Import] and select the correct data collector in the list, then click [Save]. You can repeat for as many data collectors results files as you want. | + | |
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- | d) For scanners, in the Direct Scan sub-tab start scanning and when complete click [Save]. You can repeat as often as you want. | + | |
7) Once a scan batch is saved at least once, it can be applied to a count batch to update the count list while in either the Data Collector sub-tab or Direct Scan sub-tab by clicking [Apply] and selecting the desired count batch file. | 7) Once a scan batch is saved at least once, it can be applied to a count batch to update the count list while in either the Data Collector sub-tab or Direct Scan sub-tab by clicking [Apply] and selecting the desired count batch file. | ||
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8) After you are finished counting using any or all of the above methods, verify the results with the variance report, make adjustments and when done , click [Process] to commit the count to the inventory database. | 8) After you are finished counting using any or all of the above methods, verify the results with the variance report, make adjustments and when done , click [Process] to commit the count to the inventory database. | ||
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physical_inventory_count.txt · Last modified: 2015/09/28 16:03 (9 years ago) by cliff