Physical Item Maintenance

When doing physical inventory using the wireless device, you must create a physical inventory group to add items to.  You can use inventory groups to divide the store into departments or locations or to allow multiple users to conduct inventory at the same time.
 
Clicking Physical Item Maintenance opens the Physical Inventory Maintenance screen.
Physical Item Maintenance
1

List

1. List
This displays all existing groups.
2

Properties

2. Properties
Select a group from the list and, click the Properties tab to view more information about it.
 
3

New Group

3. New Group
Click New to create a group.
Physical Item Maintenance
1

Group

1. Group
Enter a name for the physical group.
2

Type

Select Count Only or Detailed type.  This designation determines how serialized items are entered into the group.  This cannot be changed once the group is created.
 
A Count Only group allows you to enter the quantity without entering the serial numbers for serialized items.  The serial numbers must be entered in the inventory file to complete processing of the inventory group.
Physical Item Maintenance
 
A Detailed group requires you to enter the serial numbers for the serialized items you are inventorying.
3

Date Created and Posted

3. Date Created and Posted
This is the date the group was created.  Once the group is posted, the Posted field is filled in.
4

Status

When a group is created, it is assigned Active status.  While you are in work reviewing the inventory and making changes, you can change the status to Processing if desired.  Once adjustments are posted, the status is automatically changed to Completed.
5

Default On-Hand

You can select the on-hand quantity to be entered for each item.  These values can be changed as you conduct the inventory.  On-Hand enters the current on-hand quantity as the count.
6

Created By

6. Created By
This displays the user ID and name of the creator of the group.
7

Inventory Actions

7. Inventory Actions
 
Prior to inventorying items, clicking Review Count returns no records.
 
After inventorying items, the remainder of the buttons are available.
For information on processing and posting your physical inventory group, see Posting Physical Inventory.
4

Delete

4. Delete
Click Delete to delete an existing group.
5

Filters

5. Filters
You can filter the list for particular status and group types.