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physical_inventory_count_barcode_scanner [2018/09/11 11:47 (6 years ago)] – swindphysical_inventory_count_barcode_scanner [2018/12/21 10:33 (5 years ago)] – swind
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 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>An important process that should be done prior to doing your Physical Inventory counts, is to Close all open workorders and layaway invoices. If you don’t, you may have error messages when you apply the scan batch to the count. These messages will show with part lines in red, and when you put your mouse pointer over the line in red it will say that there isn’t enough available stock.
 +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.
 +</note>
  
- +====== Creating Your Scan Batches ======
-====== Detailed Problem Solution ======+
  
   * 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