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Physical Inventory Count Manager (PICM)

Physical inventory counts are based on SKUs that have transaction activity. Based on transaction history, this tool identifies the current inventory level per SKU, providing a snapshot of inventory based on date and time of project count creation.

 

Physical Inventory is organized within a project per an individual warehouse that can then be filtered against sub-location, merchandise hierarchy and/or Product ID criteria. A project can have multiple counts and can be conducted either manually or using a barcode scanner. Using the barcode scanner method requires that you have a scanner system that can import the CSV spreadsheet.

 

Manual Count

Barcode Count

 

Manual Inventory Count

Follow the steps below to create a Physical Inventory Count project in which the count is conducted manually instead using a barcode scanner.

 

Step

Action

1

Click on the Create New Count Project to begin a new inventory count.

PIC_-_create_new.png

2

Enter and/or select the appropriate parameters for the count project as described below.

PIC_-_settings.png

Label - Enter a descriptive name for the project.

Location - Select the warehouse/location that is being counted. Only one warehouse can be counted within a single project.

Sublocation - Select a sublocation that is being counted as appropriate.

Department, Class and Subclass - Identify product types are being counted if you are managing the count according to that group.

Vendor  - Identify a vendor if  managing the count according to different vendors.

Product ID - Use the icon-mag_glass.png icon to search for the product being counted and click Add Product. Multiple IDs can be entered.

3

Click the Create New Count Project button.

4

Click the Add Count button to select counting method.

PIC_-_add_count.png

5

Select Manual count method and enter a Count Name. Click the Create Count button to begin.

PIC_-_count_method.png

 

NOTE: There is a system setting which resides in the Products / Labels > Labels section and  is labeled  Physical Inventory Count Sheet Ordering that allows you to choose to have your manual Physical Inventory count sheets sorted by either:Merchandise Hierarchy or Sub-Location.

  • Hierarchy = sorts by Merchandise Hierarchies, then Product Style Locator, then SKU Short Description.
Sub-Location =  sorts by Inventory Sub-Location, then by SKU Short Description.

6

Select whether to conduct the count with the on hand quantities list or not listed. Click on the links below to view samples of each option.

View = quantities are listed

View (No Qty) =  quantities are not listed

PIC_-_view.png

Note: The On Hand Count value = Stock + Reserved + Assigned SKUs that are in shipment status of "New". It doesn't include assigned SKUs that are in shipments with status = Picking, Packing.

7

Print out the sheet and perform the physical count.

8

Click on the Input link to enter the count quantities into the project. Multiple counts can be used and only those SKUs with quantities entered for each count Input are updated once the Variance Report is accepted.

PIC_-_input.png

Note:  You cannot delete a project count Input. If you have multiple counts and are concerned the wrong Input is submitted, that needs to be managed by who has access.

9

For each SKU, enter the quantity and then click the Submit Count button.

PIC_-_input2.png

10

Click on the Variance link to review the count results.

PIC_-_report.png

notes.gif  Note:  The Actual status is now Closed so the count findings cannot be altered. Click the Add Count button to conduct another count.

11

The report lists the following information for each Product ID and provides exporting options. (See Variance Report content for report definitions.)

PIC_-_report2.png

  1. You can choose to export or print the report for all SKUs or just those that have variances. Click the Back link to return to the Count screen.

  2. The quantity difference is cited here.

  3. The cost associated with the variance is cited here.

  4. The retail value associated with the variance is cited here.

NOTE: The Oversells column tracks inventory that has been assigned a reason code of either POS Oversale and Create Inventory for Transfer.

12

At the bottom of the report, click the Accept Variance button to finish the count or click the Back to Count Project to return to the Count screen and conduct another count.

PIC_-_accept.png

Note: Once one of the counts variance reports has been accepted all other variance reports are locked. You can open those other variance reports but the Accept Variance button is non-functional. 

13

The project is Closed and the Actual status is now Accepted. Click on the View overage/shrinkage report to reference the count findings.

PIC_-_accept2.png

 

 

Barcode Inventory Count

Follow the steps below to create a Physical Inventory Count project in which the count is conducted using a barcode scanner. The recommended model for barcoding from Barcodesinc is Cipherlab 8600, see installation instructions below.

 

This is the model information and contact that we use for barcoding from Barcodesinc.

Model: A86BSL8N211V1
CIPHERLAB, BATCH AMERICA EXCLUSIVE, LASER, 8MB, 29 KEYS, 1100MAH, ADAPTER WITH US(TW,JP) PLUG, SNAP-ON FAST VPORT CABLE - 

Its from Barcodesinc - cschroeder@barcodesinc.com is contact. 

Need to specify that the purchase is for CORESense when contacting sales rep.

 

 

Step

Action

1

Click on the Create New Count Project to begin a new inventory count.

PIC_-_create_new.png

2

Enter and/or select the appropriate parameters for the count project as described below.

PIC_-_settings.png

Label - Enter a descriptive name for the project.

Location - Select the warehouse/location that is being counted. Only one warehouse can be counted within a single project.

Sublocation - Select a sublocation that is being counted as appropriate.

Department, Class and Subclass - Identify product types are being counted if you are managing the count according to that group.

Vendor  - Identify a vendor if  managing the count according to different vendors.

Product ID - Use the icon-mag_glass.png icon to search for the product being counted and click Add Product.

 

3

Click the Create New Count Project button.

4

Click the Add Count button to select counting method.

PIC_-_add_count.png

5

Select the Barcode count method and click the Create Count button to begin.

PIC_-_barcode.png

6

Select whether to conduct the count with the on hand quantities list or not listed. Click on the links below to view samples of each option. T

Export  = quantities are listed

Export (No Qty) =  quantities are not listed

PIC_-_barcode_export.png

Note: The On Hand Count value = Stock + Reserved + Assigned SKUs that are in shipment status of "New". It doesn't include assigned SKUs that are in shipments with status = Picking, Packing.

7

Save the spreadsheet in Excel format to your local computer and import it into your barcode scanner system to perform the physical count.

8

Once your scanning is complete, click on the Import link to enter the count quantities into the project. The  line items can be sorted within the spreadsheet but the column headers need to be in the original order for the import to read correctly. Multiple counts can be used and only those SKUs with quantities entered for each count Import are updated once the Variance Report is accepted.

PIC_-_barcode_import.png

Note:  You cannot delete a project count Import. If you have multiple counts and are concerned the wrong Import is submitted, that needs to be managed by who has access.

9

Browse to the saved spreadsheet with the counted quantities and click the Upload button.

PIC_-_barcode_browse.png

10

Click on the Variance link to review the count results.

PIC_-_report.png

notes.gif  Note:  The Actual status is now Closed so the count findings cannot be altered. Click the Add Count button to conduct another count.

11

The report lists the following information for each Product ID and provides exporting options.

PIC_-_report2.png

  1. You can choose to export or print the report for reference. Click the Back link to return to the Count screen.

  2. The quantity difference is cited here.

  3. The cost associated with the variance is cited here.

  4. The retail value associated with the variance is cited here.

12

At the bottom of the report, click the Accept Variance button to finish the count or click the Back to Count Project to return to the Count screen and conduct another count.

PIC_-_accept.png

Note: Once one of the counts variance reports has been accepted all other variance reports are locked. You can open those other variance reports but the Accept Variance button is non-functional. 

13

The project is Closed and the Actual status is now Accepted. click on the View overage/shrinkage report to reference the count findings.

PIC_-_accept2.png

 

 

Cipherlab 8600 Barcode Scanner

This is the model information and contact for barcoding from Barcodesinc.

 

Model: A86BSL8N211V1
CIPHERLAB, BATCH AMERICA EXCLUSIVE, LASER, 8MB, 29 KEYS, 1100MAH, ADAPTER WITH US(TW,JP) PLUG, SNAP-ON FAST VPORT CABLE - 

 

 Barcodesinc Contact - cschroeder@barcodesinc.com 

 

Software Download

The system requirements are a low-end PC or laptop with a minimum of Windows 7.

 

Step

Action

1

When you connect the 8600 to the PC using the Snap-On Vport USB cable you should see a driver installation occurring in the system tray of the Windows desktop. Once the driver is successfully installed open Windows Device Manager and expand “Ports (COM & LPT)”  look for the newly installed Vport COM port and take note of the COM port number.

2

Download the Forge utilities from the link below:

 

https://barcodesinc.sharepoint.com/Professional%20Services/_layouts/15/guestaccess.aspx?docid=1d23c88a686684540aec2c47e760924a8&authkey=ASLbQYkhfzqqjdzhVySfuDc

 

3

Extract Forge Batch 8 Series Install_2010003.zip

4

Run Forge Batch 8 Series Install_2010003.exe

5

Follow the prompts to install the Cipherlab utility software. Once installed you will find the utilities in the Start Menu under Cipherlab>Forge>Batch. You will also be able to access the user guide from the Start Menu.

6

Instructions for downloading the collected data from the device are in the attached PDF.

 

 

 

 

 

 

 

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