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The "Physical Count" lot is used when taking physical inventory. To take a physical count, first create a lot
and specify the warehouse or showroom that you are counting then click the get inventory button. This
loads the entire inventory onto the list. Use the scanner to begin counting your inventory. It is not
necessary for the entire inventory to be scanned at once before uploading to the computer. A single
physical inventory lot may consist of several individual uploads, even over several days. The computer will
combine these uploads into the lot for a single physical count. As items are upload to the computer you will
notice that items that have a scanned quantity that matches the current on hand quantity will drop off of the
list. As soon as an items is scanned that is not on the list it is instantly added.
When the count is completed you will be left with only those items with differences in the counted quantity
and the item’s current on-hand quantity as recorded in the computer. Design Manager can print a report
which will show these discrepancies between the scanned lot and the computer’s inventory records by
clicking on the print button. After making any corrections in the scanned lot, you must check off all
inventory items that you wish to have the computer correct in the main inventory file. When you press the
Update button on the right side of the window the computer will automatically update your master
inventory records with each checked item and will delete the count. Do not use the update button until
your are sure that the count is complete and ready.
Handling Errors
Occasionally when uploading the scanner into the computer errors can occur. These errors include items
that are not found in the inventory file, incorrect project codes, items that are over-committed, etc. When
an error occurs, the type and cause of the error will be displayed on the item list in red. These errors can
then be deleted or corrected using the edit button. There is also a button that lets the user delete all error
reports. The computer will not let the lot be updated until all errors are either fixed or removed.
Data Collection Window
Start the data collection software by clicking on the scanner button on the tool bar or by clicking on
Inventory and picking Remote Data Collection. You will see a window titled "Data Collection". This
window contains all of the various lots that have been loaded in from the scanner that are waiting to be
processed. This window is used to add new lots, by pressing the Add button, and to remove existing lots
without processing them, by pressing the Delete button. You may also view or work with an existing lot by
pressing the Edit button. If you have many different types of lots on this list, you can make locating your
particular lot a bit easier by selecting that type from the Type box at the very top of this window. If you
select a type other than ALL, the computer will display lots of that type.
To enter a new lot, first press the Add button. A window titled Data Collection Items will appear. This
window will be used to enter the items that make up this lot. Normally the lot will be uploaded from your
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