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SpendMap User Guide (v15)

INVENTORY CONTROL > Adjustments > Inventory counts > Inventory count Work Area

 
When you perform a physical inventory count, you can enter the in-stock balance for each item in the Inventory Count Work Area.

When transactions (Tickets) in the Work Area are processed, the in-stock balance of each item will be adjusted to match the quantity counted and the corresponding adjustment transaction will update the item’s history and will show on various reports.

You can manually enter items into this Work Area and/or you can pre-populate the list of items to be counted, using Fill Work Area For Next Cycle Count.

The Inventory Count Work Area can be a single Work Area shared by all users, or each user can have their own private Work Area, per the applicable setting in Inventory Options.

hmtoggle_arrow0        What are “Tickets”?

hmtoggle_arrow0        Related utilities and transactions

hmtoggle_arrow0        Related reports

Questions & Options

1.Select the sort order/sequence that you would like items to appear in the Work Area. It may be helpful to group related items together. For example, if the Work Area contains items that were counted at multiple locations, you might group the transactions by location.

 

Inventory Count Work Area Summary Screen

This screen lists one line for each pending (unprocessed) Ticket.

You can add, modify or delete Tickets using the buttons at the bottom of the screen.

Only Tickets with a status of “_check” can be processed.

hmtoggle_plus0        Status Column

hmtoggle_plus0        Buttons

 

Inventory Ticket Details Screen

This screen is used to enter the inventory count details for each Ticket.

hmtoggle_plus0        Fields