Once the planning stage for conducting a physical inventory has been completed, the next step in the process is to create the physical inventory process. This tutorial will focus on a physical inventory process based on location within the chemical module.

Note: Each process must be limited to the number of items that can reasonably be scanned in one session.

Create New

1. Log in with a user name and password that has been granted access to ALL inventory items and has Security Level 10 (Security). If group security is enabled, the user must have override privileges. Roles and Rights
2. Choose the appropriate Module.
3. Click Physical Inventory from the menu on the left side of the home screen.
4. Click Create New.
5. Choose Location from the Field dropdown list.
6. Choose Include Sub–Branches to encompass lower level locations. Choose Is Exactly to designate a specific location.
7. Choose the desired location from the location tree dropdown.
8. Click Add.
9. Enter a Physical Inventory Description.
10. Click Ok.
11. The message Process Created appear and the process will populate in the Active Inventory Process box with a Process ID assigned.

Create From Old

Inventory process criteria may be reused once defined within the system.

1. Log in with a user name and password that has been granted access to ALL inventory items and has Security Level 10 (Security). If group security is enabled, the user must have override privileges. Roles and Rights
2. Choose the appropriate Module.
3. Click Physical Inventory from the menu on the left side of the home screen.
4. Click Create from Old.
5. Choose the desired process by clicking Select. The process will be highlighted.
6. Enter a Physical Inventory Description.
7. Click Ok.
8. The message Process Created appear and the process will populate in the Active Inventory Process box with a Process ID assigned.

View Records

A list of items that meet the specific criteria for an inventory process may be viewed or exported prior to scanning and/or during the physical inventory process. Initially, all records will have a status of Not Scanned. As items are located, scanned, and imported using the Download/Reconcile process, the status will change.

1. Log in with a user name and password that has been granted access to ALL inventory items and has Security Level 10 (Security). If group security is enabled, the user must have override privileges. Roles and Rights
2. Choose the appropriate Module.
3. Click Physical Inventory from the menu on the left side of the home screen.
4. Click to Select the desired inventory process. All items that meet the criteria will be displayed on the All tab.
5. To export the records to Excel, click Export All Tabs.
6. The Excel file may be viewed, printed, and/or saved.

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