Completing Inventory Counts

Use the Complete Physical Count Wizard to finalize the results of the count.

From the Main Menu screen, click PHYSICAL INV. The Browse CI Physical Count screen appears with all open CI physical counts displayed in a table. Note: The table is ordered by stock number, from lowest to highest.

Select the inventory count listing you want to work with in the table, click

on the toolbar and select “Complete CI Physical Count.” The Consumable Inventory Physical Count Wizard is initiated.

Enter the ending date/time (date and time that you finished the count). Note: This does not have to be the same date as when you keyed in the items.

Click START to continue. Displayed on step 2 are the counts that were entered. If necessary, you can make adjustments to the counted quantities and also enter an adjustment reason.

Click NEXT. If all items have not been counted, a message appears stating that not all items have been counted. If you don't want to enter counts for all items, click OK through the message to access Step 3 of the wizard. If you missed counting some items, click OK through the message, click CANCEL at the bottom of the wizard screen, and enter the remaining item counts before completing the wizard.

On Step 3 of the wizard, review and confirm the inventory information, and then click FINISH.

At this time, if you have set the policy to make adjustments automatically, an adjustment is made on each item where the count you entered doesn't match the count in the system. If you have the policy set to NOT make the adjustments, you need to manually change the item count for any item that doesn't match your count by entering an adjustment transaction. See "Make Adjustment/Do Not Make Adjustment"

If you need to make adjustments, you can enter manual adjustments using the Adjust Items Wizard. See "Adjusting Items"

Review Inventory Reports

There are 3 reports for in-process or completed inventories on the Reports screen. Once an inventory has been completed, you can go back at any time and review the report of how the inventory looked at the time of that inventory. You are asked for a range of dates, but you only need to remember the month the inventory was performed.

Physical Count Worksheet - Item counts can be entered on this report as the employee is performing an inventory. You have more options for printing, grouping, and sorting on the Consumable Inventory Reports screen than if you print it from the Physical Inventory screens. This can also be used to view the entered inventory count after the inventory is completed.

Adjustment Report - Can be printed while an inventory is open, or after it has been completed. This shows the count in the system when you started the count, the entered count, and what will be or has been adjusted.

Actual vs. Computer Count Report - Can be printed while an inventory is open, or after it is completed. This shows the above report information, as well as any change in inventory during the time the inventory was open.