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.