Inventory Counts

OPTIONAL COUNTERPOINT SETTINGS

COUNTING WITH THE RF GUN (RECOMMENDED)

Counting with the RF gun is the recommended method of updating inventory counts. This method allows for consistent, real-time updating of inventory quantities without the hassle of printed count sheets and manual entry of quantities. This allows you to count lines in chunks, without worrying about messing up counts on update.

Getting Started:

  1. Log in to the RF gun.
  2. Select Option 9 from the RF menu.
  3. The RF count routine requires a PIN before starting the program. This is the same as used for physical adjustments, etc. If you cannot remember your code please call AMS support.
  4. The count scan begins by asking whether you wish to use Autoscan or Not. Selecting “Y” for Autoscan indicates that you will scan each item individually. Selecting “N” for Autoscan indicates that you will scan an item and manually enter in a quantity.

  5. After you choose Y or N the cursor will move to the Bar Code field.

Scanning Product 

These are the options from the Bar Code field

If you are in AUTOSCAN mode pressing the ENTER key will perform the same as a second or subsequent scan.(Add 1 to the Qty)

Error Messages & Notices/Prompts

Variance Report;

The variance report allows you to view or print how any user is progressing

Update Count History

Updating the count history tells the system that you have completed counting all of the items you planned on counting at this time. Failure to update the count history will mean that, when you scan any of the items you have counted, you will be prompted with the “Recent Scans” screen popping up constantly.

  1. Select the same program as for Variance reporting
  2. Select ALL user ID’s by pressing Enter
  3. Input U and press Enter
  4. Select the type of report you want; A=All items scanned OR V=Variances only.
  5. Accept the options selected at the “Any change?” prompt.

COUNTING WITH WORKSHEETS

Getting Started

  1. Log in to COUNTERPOINT with your regular “menu-based” login
  2. Navigate to Inventory > 6. Physical Inventory

Creating Count Files

There are several different methods for creating Count Files

  1. Navigate into the Count File Create
  2. The first major one is Count File Create ‑ All Categories , which creates a single count file for the entire inventory. This method is best used when counting your entire inventory at one time. A single count file can be created for all categories, or all categories by location (bin location, not branch).  A third report will create by location, but the category is individual selected.
  3. The second option is Multi‑Category Count File/Worksheet, which is best used for cyclical counts or spot counts, creating individual count files for each category.
  4. NOTE: Please be sure there is an understanding of the different Count Methods and how they can be set up in the Parameters File for more efficient use.
  5. NOTE: When printing count sheets, an entry is added to the CARDEX, labelled “Physical Count Reset” this is NOT an adjustment of inventory, but a reporting of how many items were on hand at the time the sheet was printed. 

Count File Create ‑ All Categories

This program creates a Single count file of the entire inventory in the system at the current time.  It creates a work file that allows the user to create and print Count Sheets and adjust the On‑hand counts. It does noT adjust the On‑hand quantities in the Product Master File until the Update is run.

To Create a Count File for the entire inventory select [2] from the Physical Inventory Menu and the program will create the count file. Upon completion the screen will display:              

                   records extracted  =  999999

                   press ENTER to continue

When printing count sheets, an entry is added to the CARDEX, labelled “Physical Count Reset” this is NOT an adjustment of inventory, but a reporting of how many items were on hand at the time the sheet was printed.

Create and Print the Physical Count Worksheets

Once you have created the count file, select Physical Count Worksheets.

Simply press [ENTER] if you have created the count files with Count File Create ‑ All Categories using menu option [2].  It is not necessary to enter a category here.

-OR-

If you are re‑printing a specific category that had been created with Multi‑Category Count File Create (menu option 4) type that category code and press [ENTER].  When complete, move to the next step of printing the count sheets.

Multi‑Category Count File/Worksheet

This program creates individual work files for each category designated. This program is designed for those users who do cyclical counts or are "just checking" particular lines. It automatically creates the Physical Count Work Sheet print file.

When printing count sheets, an entry is added to the CARDEX, labelled “Physical Count Reset” this is NOT an adjustment of inventory, but a reporting of how many items were on hand at the time the sheet was printed.

To create and print individual work files, select option 4 from the Physical Inventory Menu and the following screen will display:

Physical Count Input

This program is used to enter the adjusted counts to inventory. It does not immediately adjust the Product Master file but allows the user to print an Edit List to check for input errors before Updating.

 

If the All Category Count file create menu option was used, reply [y] to the All categories work file question, otherwise answer [N].

Any part numbers which are NOT in the Product File but have been noted on the Count Sheets should be entered to the Product Master File AFTER the Physical Count updates have been run.

Physical Count Edit List

This program creates and prints an Edit List to check for errors during Input before actually updating the new counts to the Product Master File.

NOTE: A Category cannot be accessed by more than one person at a time!

Physical Count Update

This program updates the entries made in the Physical Count Input program, either by Category or for the entire Inventory File depending on the method selected.  The Physical Count Edit Lists should be printed and verified before the update is run. When the update is complete, it produces a Journal that shows the discrepancies between the System Count and the Actual Count.

The screen will list up to 126 of the available work files that are on the system. The default is [Y] to update. Make the necessary changes for which categories are NOT to be updated.

There must be NO BACKGROUND GROUPS running, no one using the Inventory Control system, no one in Invoicing, and ALL INPUT MUST BE COMPLETE before the update may be run.  The Update will proceed and a Physical Count Journal will print upon successful completion.

Physical Count Reports – Print (Optional)

As many of the reports and worksheets created in the Physical Count Routines are deemed unnecessary, the user may select to print only those reports that are required.


Revision #3
Created 28 September 2018 15:21:39 by Admin
Updated 15 September 2021 23:56:01 by Jim