Physical Count Help File

Physical Count 

How to create New Adjustment: 

You will learn how to make, handle, and reconcile inventory modifications from this tutorial.

1. Click “New”

• You can start clicking the “New” button on the top left to left. 

2. Fill out the form 

• Zone Name: Enter the zone name.
• Employee: Enter the name of the person that is responsible for the reconciliation. 
• Date: Select or Enter the date. 
• Item Count: Add the item count. 
• Type of Eyewear: Select and specify the category of eyewear (Frames, Contacts, Sunglasses, and etc) 
• Scan Barcode: 
  • Use a barcode scanner or type the barcode manually.
  • The scanned object will be automatically added to the object List by the system.

3. You can add stuff manually (optional)

• Click the Menual Add button so you can manually add products. 
• After that, fill in the information for Product, Barcode, and Quantity. 

4. View Item List 

• The table displays: 
  • Product Name 
  • Barcode 
  • Quantity 

5. Subtotal

• Depending on the total number of things added, the subtotal box at the bottom automatically changes.

Unreconciled Adjustments:

Once the user has created their new adjustment, that adjustment record is stored on this page under the unreconciled adjustments list. The record details include:

1. ID of adjustment
2. Adjustment Zone
3. Date of adjustment
4. Employee responsible for adjustment
5. Item Count

The user is able to do one of two actions on this page:

1. The user can select a record in the unreconciled adjustment list to update the adjustment details. 
2. Once the user is satisfied with the record adjustments, they can select ‘Reconcile’ to move on to the Reconcile page.

Reconcile Adjustments: 

The user is then directed to the Reconcile page, this is the final step for adjustments to physical counts. Each record lists the following details:

1. Adjusted Product
2. Date of adjustment
3. New Counted Quantity we want to update
4. Current On-hand Quantity, the previous counted quantity
5. The Quantity difference between Old and New Count

Afterwards, we click on the “Update Inventory” to fully update the Counted Quantity of said Product in our Inventory. We can later see the reconciled adjustments history in the Reconciled page.

Reconciled Adjustments:

This page lists the history of adjustments made in our inventory, every time the user updates the inventory, it is saved in a Reconciled record. Inside a reconciled record, is a list of every reconciled product with their:

1. ID
2. Zone
3. Date
4. Employee
5. Item Count

The user can view the details of a reconciled product, and later modify the details of the record.

Flowchart about zone count. Looking at the difference and counting (post counting). For the end user and can see what.