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OBSOLETE - Add Zero Count for Initial Inventory

An initial inventory is required to begin Scan Based Trading (SBT) at a store.  Counts cannot be posted for a store unless an Initial Inventory has been set.

Use these steps to establish an Initial Inventory of "zero" for one or more stores.  Once the zero-count has been set up, credit-delivery tickets and other means can be used to establish a true count within each store.

 

Follow these steps:

  1. Open the window

  2. Add the Defaults

  3. Enter the Store IDs and non-default info

  4. Validate and Save

 

A.

Open the window

From the Inventory & Shrink tab:

  1. Click Add Zero Count for Initial Inventory.

  2. Select the Supplier.

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B.

Add the Defaults

The next two options set the defaults to use with the stores.  You can change this information for individual stores.

  1. If the stores are associated with delivery routes, enter the Default Route ID.

  2. Enter the Default Inventory Date.  

This will be the date associated with each Initial Inventory, and will mark the beginning of the new settlement period.

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

  1. Indicate whether the count should be shown as taken before the business day began (Inventory Date), or after the business day was complete.

  • Before Sales, Before Deliveries - Exclude scan sales and deliveries that took place on the Inventory Date.  

  • After Sales, After Deliveries - Include scan sales and deliveries that took place on the Inventory Date.  

Note: This cannot be adjusted for individual stores within a single task. If some stores "Before/After" must be set different, perform the "zero count" task separately for those stores.

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C.

Enter the Store IDs and non-default info

  1. Enter the Store ID.

  2. Enter the Inventory Date if different from the default.

  3. Enter the Route ID if different from the default.

  4. Repeat for each store as needed.

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D.

Validate and Save

  1. Click Validate to verify your entries.  The application ensures that:

    • Store IDs are valid.

    • Stores are set to "active."

    • No initial inventory was previously established.

Note: A Save link appears when all entries pass validation.  If you are not ready to save, click Continue Editing to return to the previous window.

  1. If errors appear, correct the errors and click Validate again.

  1. Click Save to set the Initial Inventories for each store.

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New 12/18/2003