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The Inventory Count Wizard enables Users to perform a Book to Physical Reconciliation within the Office Product, and post the associated Inventory Adjustments related to the process. The tool has Count Sheets to assist with Physical counting, and online reconciliations to help finalize Inventory Adjustments. Managers at Clubs will want to perform physical counts of their inventory , and book the related adjustments (overages/shortages) to ensure financial statements are properly stated, and to determine that financial controls and processes are effective. |
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Note: Sections of the videos have been referenced below with corresponding times in the video for ease of access
| Total Video (Length) | 7:31 | ||||||
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| Prepare for Inventory | 0:00 | Adjust Counts | 4:21 | ||||
| Print Count Sheets | 2:26 | Finalize Counts | 5:13 | ||||
| Enter Counts | 2:43 | Generate Inventory Adjustment Batch | 6:10 | ||||
| Save Counts & Review Variances | 3:48 | Reporting - Inventory On-Hand | 6:55 |
| Widget Connector | ||||||
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Choose Items
Inventory Count Wizard
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Screen Overview
1. Process Count for Area - For Multi-Inventory Clubs, designates specific area to Inventory. Use lookup button to assist with area selection.
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Select Categories for inclusion into Physical Inventory. Select with Mouse (for Range), or Control Select (hold CTRL and click with Mouse), for singular selections.
Lock Selected
Once Categories are selected, click the Lock Selected button. This will provide a snapshot in time of system (book) quantities.
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To assist with the Physical Count Process, select, “Print Count Sheets.” Note that Printing options exist to Show All Locked Categories or a Selection, Show/Hide Locked Count on Count Sheet, and/or Paginate based on Category. The “Exclude Items with Zero Variance” will apply only after initial counts have been entered.
Example of Count Sheet
Once printed, physically count the Inventory (either by hand, or with a Scanning device).
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After clicking “Save Counts,” message will appear and will prompt user to review a variance report (Count Sheet Summary).
Click “Yes,” to launch Variance Report and view Differences between System Quantities (Book), and Physically Counted Quantities (Physical).
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After revisiting the Variance report, differences may be investigated. Additional inventory may be found and/or counts verified again may yield a different result. To change quantities previously counted, click, “Enter Counts Sheets” again.
Note that a “Previous Count” column now exists. New counts may be entered in the “Counted Quantity Column.
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Click “Print Summary” to capture details associated with the finalization of this inventory.
Print, or Save the finalized Count Summary.
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To generate an On-Hand Inventory Report, navigate to Interactive Reports.
Expand Inventory Option, and choose “Inventory On Hand”.
Designate appropriate Area, and “View Report.”
FAQs
Q. Can I still ring in sales while doing my inventory process?
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A. Once Reset Selected button is pressed, all counts are removed and must be re-entered.
Q. I clicked on the Unlock Selected button by accident. How do I get it back?
A. Once Unlock Selected has been clicked, the inventory process has been undone, and must be started again.
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Downloadable Guide