Manage Counts

Use these procedures to manage the physical counts in your stores and warehouses (distribution centers).  These include counts that are entered online or through a batch process.  The supplier, store/warehouse, inventory type, and status can be used to display counts.

Search for specific counts by selecting criteria from the drop-down lists.  Use as many of the lists as needed to find and display a count.  Please note that your company must be designated as the Provider of Counts before you can add, update, or delete counts.

Notes:

 

Follow these steps:

  1. Enter search criteria

  2. Find and display the count

  3. Add, Update, Delete, Report for Review

 

A.

Enter search criteria

From the Inventory & Shrink tab:

  1. Click Manage Counts.

  2. Select the Supplier from the drop-down list.

  3. Enter search criteria using the fields and drop-down lists.  You can use any or all of the following.  It is not necessary to choose from each field or list.

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Search based on Count Date:  

Enter a From and / or To date range in which the counts of interest took place.  

-- Entering a From date by itself lists counts from that date to the present.  

-- Entering a To date by itself lists all counts prior and up to that date.

Enter dates in the format mm/dd/yyyy or mmddyy.

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Search based on an individual store:  

    1. Enter part of a Store ID, followed by an asterisk, and click Choices.

    2. Select the Store from the drop-down list.

Note:  Leave the Store list at Not Selected to include all stores.

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Search based on Route ID.

Enter the Route ID associated with the count.  You can use asterisks as wild cards.

Note:  If you search by Route ID, you must also select a Status.  See Search on the current SBT Status below.

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Search on the current SBT Status.

Search on the system status of the count you wish to display.  Your choices are:

Pending Review

Settled

Calculated

In Process

Note:  Leave the list at Not Selected to include all statuses.

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B.

Find and display the count

  1. Click Find to perform your search.  All counts that match your search criteria display.

Note:  To narrow down or perform a new search, simply use the drop-down lists to change your selections and click Find again.

You can click select a count and click Report for Review to generate a count report.  

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C.

Add, Update, Delete, Report for Review

 

You can review and work with your counts from this window.

  1. Select a Supplier and/or count as appropriate and click a link to work with your counts.

View  (Hint:  Click a Store ID.)

Add

Update

Delete

Report for Review

Manage Beginning Inventory

Select the Supplier and choose the Store.

Click Find, then click Manage Beginning Inventory.

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Updated 4/22/2008