Data imported during a physical inventory will display first on the Download/Reconcile page. You may edit, delete or insert row(s) manually prior to transferring the records to the physical inventory tables for final reconciliation.

Note: The system is set to auto-logout after twenty minutes of inactivity. Your work will not be saved before logout. Pay attention to time and Save All to preserve completed work if you must step away or are nearing the twenty minute logout limit.

First Pass Quality Control

Once the data has been uploaded and imported into the Download/Reconcile page, complete a first-pass quality control prior to processing. Upload and Import

• Check that there are an appropriate quantity of scanned items.
• Check that expected locations are present.
• Edit records that contain errors.
• Insert records, if necessary.
• Delete records, if necessary.

Edit Records

Items may scan with errors. Records with errors will not process and must be corrected. Records that contain data errors will display with the incorrect values in red text and an explanation of the error will populate in the far right column.

1. Click the pencil icon to select the record to be corrected.
2. A new window will open. Key in the correction(s).
3. Click OK to accept the changes.

Insert Record

Records may be inserted prior to processing. The inserted record will have the current date listed.

1. Click Insert.
2. In the new window, Enter the process ID. This should be the current physical inventory process.
3. Choose the location by clicking into the location field.
4. Navigate to the correct location within the location tree, click to highlight.
5. Click OK.
6. Enter the Item Tag number. The Item Description field will populate the correct information.
7. Edit Quantity if necessary.
8. Click OK.

Delete Record

Records that have been scanned in error may be deleted prior to processing.

1. Select the record to be deleted.
2. Click Delete.
3. Confirm deletion in the pop-up window.

Process Inventory

Once the data within the Download/Reconcile page has been inspected, corrected and edited, the next step is to process the data. The process function transfers the records to the Physical Inventory tables.

• Records with uncorrected errors will not process.
• Records that were disposed AFTER the scan will not process.
• Red text below the Process button will state the number of records that were processed AND the number of records that were not processed.

1. Select all on page. This step must be repeated for each page if there are multiple pages of items.
2. Click Process.

Back to Physical Inventory Overview