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physical_inventory_count_barcode_scanner [2018/09/11 11:47 (6 years ago)] – swindphysical_inventory_count_barcode_scanner [2018/09/11 11:55 (6 years ago)] – swind
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-====== Detailed Problem Solution ======+====== Creating Your Scan Batches ======
  
   * Open Physical Inventory Count   * Open Physical Inventory Count
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-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” +  * 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.+  * Now go back to the Direct Scan Tab and click on the first Part Number field.
  
  
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-Scan the first item’s barcode+  * Scan the first item’s barcode
  
  
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-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 +  * If you need a different quantity, you need to click on the quantity to change it 
  
  
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-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
  
  
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-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. +  * 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.+  * Once you have scanned all the items in your area, you need to save your scan batch.
  
  
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-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.
  
  
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-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.+  * Once all scan batches have been created you can move on to Creating the count batches.
  
  
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 </note> </note>
  
-- 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. 
 +  * Make sure that all check boxes in the options tab are UN-checked.
  
  
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-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. +  * Note the name or batch number. 
-Open each scan batch and attach them to this count batch. +  * Open each scan batch and attach them to this count batch. 
-Make any changes to the counts as needed, and run the variance report. +  * Make any changes to the counts as needed, and run the variance report. 
-Export to Excell and print +  * Export to Excell and print 
-Spot Check Items that count looks incorrect. +  * Spot Check Items that count looks incorrect. 
-A staff member will verify the counts before processing, and again adjust any counts as needed. +  * 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.+  * 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. 
-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.
-Set the date or time to be prior to when the previous count was done.+
  
  
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-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. +  * 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. +  * 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.+  * 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. +  * 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. +  * 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. +  * Again… set the date or time to be prior to when the previous count was done. 
  
  
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-Zero all counts, run the variance report, and process that batch.+  * Zero all counts, run the variance report, and process that batch.
  
  
physical_inventory_count_barcode_scanner.txt · Last modified: 2021/06/17 10:34 (3 years ago) by swind