A new inventory reconciliation feature has been introduced to help users perform physical counts of their assets, ensuring that the actual quantity matches the system records. This feature is available on the Inventory Assets page, where a new button allows users to create a new inventory count or view existing and past counts.
Count Creation:
Naming and Description: Users can name the count and add a larger description, such as the reason for the count.
Warehouse Selection: Multi-warehouse users must select the specific warehouse where the count is being performed.
Count Supervisor: Users can assign a count supervisor to oversee the process.
Start Date: A start date can be set for the count.
Countable Assets:
Asset Status: Users can choose which Asset Statuses to consider countable (e.g., only count assets that have an "In" status).
Serialized Assets in Containers: Users can decide whether or not to consider serialized assets stored in containers as countable. Please note, unserialized assets stored in containers will be considered countable.
Product Selection:
Full Warehouse Count: Users can choose to count all products with inventory at the selected warehouse.
Specific Products: Users can select specific products to count, using search and filters to find and select items (e.g., counting the entire audio department).
Count View:
Columns: The count view displays product name, department, category, product type, and bin location. It also shows the count of assets in the selected countable statuses.
Column Management: Users may turn off columns they are not counting to stay focused.
Countable Column: This column shows the countable quantity. As users count, the counted quantity increases, and the difference decreases.
Counting Process:
Scan Behavior: For unserialized assets, users can scan the product code which will increase the counted quantity by 1. For serialized assets, scanning the asset serial code will set the counted quantity to 1. Scanning a product or asset code will pulls up a list of assets of that product that need to be counted. Note – this view can be accessed manually by selecting the product name in the main count sheet view.
Quantity Input: For un-serialized assets, users can input a quantity if they have counted a pile of items.
Resolve Button: Once the difference is zero, the "Resolve" button disappears, indicating that the asset has been counted.
Resolving Differences:
If there is a difference at the end of the count, users can resolve it by moving assets into a particular status.
Completion:
Once the count is complete, users can change the status to "Completed."
Dashboard Access:
Back on the dashboard, users can view and access counts, as well as any notes added during the creation of the count.