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Note: If no Login details please ask our support members for assistance.
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2. What is Counting?
Counting determines the accuracy of the items in the warehouse as a whole. Counting provides accurate inventory records wherein it lessens occurrence of inventory miscounts and minimizes disruption in inventory management. Advanced planning is essential as counting will be helpful in making decisions for business owners and for those who are assigned to do counting.
3. Benefits of Counting
Increases inventory accuracy where Counting increases inventory accuracy, where it gives opportunities to determine discrepancies, may it be a human error or requiring additional training.
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Better customer service where counting increases the warehouse abilities to meet their goals in maintaining customer satisfaction.
4. Permission
Permissions
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Counting Admin:
Full Access
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To Cancel Open Count Record, user must tick one or more selected Count records.
Then click , the Cancel button. Count Date and Count User of cancelled count record will be logged.
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Close Count Records Tab – This allow users to view count records with status of “Complete” or “Cancel”.
To view full history of a count record, click Expand button.
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Positive Count Adjustments Tab
The Positive Count Adjustments allow users to view count records in which Confirmed Quantity at Count is greater than System Quantity at Count. This display pending positive count adjustments.
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The Negative Count Adjustments allow users to view count records in which Confirmed Quantity at Count is lower than System Quantity at Count. This display “Pending” count adjustments.
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To confirm negative Confirm Negative count adjustment, tick one or more checkboxescheck boxes. Then, click Confirm.
To cancel negative Cancel Negative count adjustment, tick one or more checkboxescheck boxes. Then, click Cancel.
To confirm all negative Confirm All Negative count adjustment, click Confirm All button.
To cancel all negative Cancel All Negative count adjustment, click Cancel All button.
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The Scheduled Count Adjustments allows the user to view count records that are scheduled in the queue. This display “Scheduled Complete” count adjustment.
To cancel schedule Cancel Schedule count adjustment, tick one or more checkboxescheck boxes. Then, click Cancel.
The date the count adjustment was made and user who cancel the count adjustment record will be logged.
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A negative invalid count adjustments is shown when a decrease in stock in that location is a negative stock.
To cancel invalid Cancel Invalid count adjustments, tick one or more checkbox. Then, click Cancel button. The date the count adjustment was made and user who cancel the count adjustment record will be logged.
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Select a client from the drop down, only clients who have access to continuous inventory will be activated. Next, set “Number of Releases” to create the number of counts every day for this client. If required, set Include Weekends, Include Empty Locations and Include Bulk to Yes.
Then, click Save to proceed.
Edit - To update continuous inventory record,click Edit button.
Pause – To pause a continuous inventory record, click Pause button. A paused continuous inventory record will temporarily stop automated count releases in the system.
Play – To activate again continuous inventory record, click Play button.
Delete – To delete continuous inventory record, click Delete button. Once deleted, count records will not automatically be created.
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To cancel created planned count details, click the Cancel button.
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To create new planned count, Click Create New button.
Select Client from Drop down. Set Full Count to Yes to create full count record to a client.
Click Preview and then click Create button.
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To create filtered planned count, select client from drop down and set Full Count to No.
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If a pick is skipped using Fast Dispatch and DPA Dispatch in IPODiPod, a new count record will be created as long as there is no existing record.
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