Because our inventory is not firmly located by Dept or Cat, etc, we see the manual inventory method in PI by area as our best option. Our newly set up tablet with manager and a barcode wand should allow that to proceed nicely. When all area counts are finished we need a report of items with qty >0 that have not been counted before our PI start date. This will allow us to simply physically search for those items and zero them out if not found. We found a report that brings out all items not counted before PI start date, but cannot reduce it to only items with qty >or<0. This gives us clues, but will leave us with several thousand items to consider. Is there a way to get the report we need? A right click does not give qty in stock option. A pay per incident got me the answer that, no, that report is not available.
I am further told that all PI module use must begin with a list of all items we are going to count and that it must be saved. I should simply do my counts (over several days), review discrepicies, and when satisfied commit and corrections will be made (including auto adjustments for items sold during the count) and items not counted will be zeroed. Problem solved. But is it?
First. As I said, because of scattered inventory and a desire to use a bar code scanner to enter items I chose the option that seems to best allow for that. In the PI setup box it is the second option from top. This works as described above but leaves the problem of false uncounted inventory quantities.
And further. What if I ignored problems mentioned and decided to go the worksheet path (first option) to allow PI to easily zero the uncounted items? OK, but I find no way to generate a full inventory worksheet that allows me to use the scanner to call up the item about to be counted. And a lengthy worksheet to manually search through.
I am puzzled. Clearly not the smartest kid on the block, I must ask for help. What am I missing? I will not be suprised to learn that I am missing something very basic. Please help me discover what it is. Thanks in advance for anyone able and willing to help.
