System Five Add-Ons & Integrations help simplify the way you do things.
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WARNING: Please perform an inventory integrity with fix options before performing a physical count..
A plan always comes first, followed by the details of how you get the plan accomplished and the strategies put in play to perform the detailed tasks. An example of a plan can be described this way: “You are going to do a big count where you have all the parts that are scannable scanned via a portable data collector, and then print sheets out for items that you didn't scan. Finally you will do a report of all items that you missed. You will produce variance reports to account for the changes in inventory value. This whole process will help you to adjust your inventory value account on the general legder to the correct amount”
The detailed processes of the plan are really how we tie the plan together. You might bring in the data collector files every 30 minutes, or you might have them bring the data collectors in section by section. You might do the handheld data collecting before the printed lists, or you might do it the other way around. You might be open for business or closed for business. These detailed processes can have a great effect on which benifits you face as well as what challenges you face. The detailed processes and how you choose which ones to perform is where strategy comes into play.
Strategy comes from understanding the strengths and weaknesses of the methods you are choosing. Trying to put together a solid strategy without knowing and understanding your options can be very difficult. This is were we have the opportunity to provide great value to you, and where you have to bridge the gap of understanding. You need to know the why behind choosing which method to be able to really apply the strategy best for you. Strategy will help make things easier, but it is not required. You have all the resources you need to get the job done. In the end, the basic mechanics for physical counts are available in our documentation.
So you need a plan, and know that there are some detailed processes that you will need to be aware of. We will start first with 2 default strategies that rely on the basic mechanics needed to perform a count. There are 2 choices here: to count with a data collector using the Big Count method; to use the print out method using one big count batch to count your entire inventory. These two starting points are very simple scenarios and have limitations.
There are many different ways you can break out by section. You can sort by category, by location, by supplier and so on. If we process sections seperately there are some effects that you should be aware of.
physical_inventory_count_big_count_method
The idea behind this section to to try and isolate a specific problem so the information will apply to several businesses.
Count these seperately, and not part of any other batch.