Home » Categories » Multiple Categories

Inventory Worksheets + Update Function

Q: Getting ready to do annual inventory; are there reports to use during the actual inventory process? When finished, is there a faster way to update the item QOH (quantity on hand) than using Inventory search screen and opening one record at a time?

A: Yes, under the Inventory tab there are several worksheets for inventory. Select the one that works best (most likely By Location option).

  

When the process is complete, click on Inventory, Inv. Functions and select Physical Count.

On this screen, you need only 1) enter the part number, 2) press tab and the existing data will display. 3) Enter the actual quantity found from your worksheet into the New Quantity field and then click 4) Update. Repeat this process until all of your worksheet parts have been processed.

NOTE: If the quantity from your inventory work matches the value in the Current Qty. field, simply skip to inputting the next part number to check.

Inventory transaction window:

 


  

1 (1)
Article Rating (1 Votes)
Rate this article
  • Icon PDFExport to PDF
  • Icon MS-WordExport to MS Word
Attachments Attachments
There are no attachments for this article.
Comments Comments
Related Articles RSS Feed
WIP Screen Goes Blank After 10 mins of Inactivity.html
Viewed 526 times since Thu, Jul 26, 2012
Tracking CRM Coupons in Mgmt
Viewed 676 times since Fri, Jan 2, 2009
Restore OD5.com/SK5.com After Reinstall or Update
Viewed 2747 times since Fri, Jan 15, 2010
Save Your Changes To WIP and Order Screens
Viewed 2751 times since Wed, Jun 25, 2008