Entering Inventory Counts

When inventory counts are completed, enter them into the system using the Physical Count Load-In utility.

The Physical Count Load-In utility allows multiple people to enter the same count simultaneously by using different ranges of count control numbers within the count control file. Each person entering the count selects the starting control number for their range. They then enter count information from their starting control number up to the next person's starting control number.

In addition, you can finish recording the counts on a date other than the actual count date by entering actual count dates for each item in the count control file.

For example:

You cannot enter the results of a count until two days after the count. For each product counted, capture the actual count date. Once processed, all transactions use the on-hand quantities of the actual count date.

To enter inventory counts into the system:

From the Phys menu, select Physical Count Load-In to display the Physical Count Load-In screen.
In the Count ID# field, enter the ID of the count control file for which to enter inventory counts.

The system displays the following information:

Field	Description
Title	Title assigned to the count control file.
Br#	Branch in which the count occurred.
Description	Each product within the count control file.
Location	Location for each product within the count control file.
Ctrl #	Control number assigned to each product within the count control file.

In the Count field, enter the quantity and the unit of measure recorded on the count sheets or count card for each product and its associated location.

Note: If you leave the Count field blank, you create a null entry for the count control number. Make sure you are consistent in how you are using null entries on subsequent physical inventory screens.

In the Cnt Date field, enter the count date for each physical count.

The system advances to the Count field of the next item, applying this count date to subsequent entries. Edit the count date for each line item, as needed.

If you locked the count date, the preset count date appears in the Cnt Date field. Accept or change the date.

Repeat steps 3-4 until you process all the items on the count sheet or set of count cards.

Press Esc to save changes and exit the screen.

More Options from the Physical Count Load-In Screen

The Physical Count Load-In screen also offers these options:

Hot Key	Function
Ctrl#	Use to select a range of control numbers for which to enter count information. At the Enter Ctrl # prompt, enter the beginning control number for which to record count information and press Esc. The system places the control number and associated product at the top of the list.
Product	Locates a product within the count control file. At the Product prompt, enter the product to locate and press Esc. If the product exists within the count control file, the system places the cursor on the product. If the product does not exist within the count control file, the system displays the Physical Count Load-In screen with the cursor in the same location it was before you conducted the search. To add the product to the count control file, enter it into the count using a blank control number.
Product Maint	Displays the Product Maintenance screen for the selected product. Use this screen to view the units of measure assigned to the product, along with other product information. Note: To create new products, you must access the Product Maintenance screen its menu.
Inv Inq	Displays the Inventory Inquiry screen for the selected product. Use this screen to review product availability and other inventory information.