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Product Inventory Stocktaking screen

The Product Inventory Stocktaking screen allows the user to create/select an inventory count group, complete a count of items in the group, and view the Variance Report.

Use the Product Inventory Stocktaking screen

1. Log In to the Data Center Application to display the Data Center ribbon menu.

   

2. Select Inventory Management > Inventory Stocktaking from the main menu to display the Inventory Groups window in front of the Product Inventory Stocktaking window.

   

3. Complete one of the following procedures as appropriate to display the Product Inventory Stocktaking screen.

   • Click the Add New button to Create an Inventory Count Group.
   • Double-click an inventory group name to Select an Inventory Count Group.

   

4. Complete the desired procedure(s) with onscreen features.

   Attributes section	If necessary, click the Attributes arrow button to display the Attributes section and these filter controls for the main screen: Enter a string of characters in the Filter field and press the Enter key to allow only Descriptors that contain the string to be available in the Attributes section. Click an Attribute heading to display its list of available Descriptor options. Check a Descriptor checkbox to add it to the Selected item(s) list. (Uncheck a Descriptor checkbox in the Selected item(s) list to remove it.) Click the Clear button to remove all Descriptors from the Selected item(s) list. Click the Submit button to apply the filters in the Selected item(s) list to the main screen. Note: Some selections may cause other selections to be unavailable.
   Refresh button	Click the Refresh button to manually refresh (update) the Stocktaking-NOW Total Count column with the most recent counts from all users.
   Auto Refresh Total Count checkbox	Check the Auto Refresh Total Count checkbox to automatically update the Stocktaking-NOW Total Count column each time a user's Stocktaking-NOW Total Count column is updated.
   Variance Report button	Click the Variance Report button to view the Variance Report, a record of differences between the Quantity on Hand (QOH) shown in the books and the quantities captured during a stocktaking procedure.
   Import button	Click the Import button to import stocktaking data from a formatted Excel file.
   Stocktaking Tips button	Click the Stocktaking Tips button to view standard stocktaking tips.
   Zero Count button	Click the Zero Count button to enter zero (0) counts for all inventory group items which do not already have a count value. (Existing values with counts will not be changed.)

   • Create an Inventory Count Group
   • Select an Inventory Count Group
   • Delete an Inventory Count Group
   • Perform a Physical Inventory Count for Non-Firearm Items
   • View the Variance Report
   • Import Inventory Stocktaking Data