Physical Inventory
This is the process in order to do a physical inventory for sections of the shop. Physical inventory via RFID is not available.
- Check-in with rentals manager, decide which category you wish to run an inventory on.
Its advisable to do a category that has a lot of items that are currently out.
- Open Rentalworks
- Select Inventory - Physical inventory
- Click New. Name it.
- In General tab - select the inventory type
- Make sure the option "only include i-codes with non zero quantity" is selected.
- Under Cycle Settings Tab, make sure items tracked by is set to all
- Select Category and Sub Category
- Select update I-code, hit ok.
Counts
Under the counts header:
- Select pre scan - this will take everything out of the inventory that is staged or active.
- Select Initiate
- Print count sheets
At this point you should now begin prepping the shelves for inventory
- Pull off all items from the shelves in the area you are counting.
- On the scanner gun, select physical inventory, (Maybe just scan the barcode) enter in the inventory number at the top of the count sheet.
- Now start going down the list, start scanning in each item, if the item has a bar code, scan the bar code
- If the item is a quantity item, scan the I-code on the sheet and submit the correct quantity count. (MAKE SURE THIS IS ACCURATE)
- Print exceptions report: look for any exceptions and scan them if found
- Print discrepancy report
- Print reconciliation report
- Approve physical counts
- Hit close (this will purchase additional that were overages and retire items that were short).
- Print physical inventory results.
Then go to the scanner.
- Click Physical Inventory
- Scan Barcode on Count List for Inventory Number
- Click Select Item
- Take all items off shelf and scan them from one cart to another cart. Make sure you have a distinct area for scanned items.
You can also scan items on the computer, just click BC under manual counts and start scanning with the barcode reader.