This is article use for mInventory iOS only. 

Step-by-step guide

Preparation

  1. "Group" all items to location- NY.
  2. Using Item Reclassification Journals relocation the item to the stocktake location.
  3. Select desire batch to separate normal daily operation.
  4. Copy the 1 or more row(s) from the Item Reclassification Journals.
  5. Complete the transfer item record in Excel and paste back to system.
  6. When all the item posted the Item Reclassification Journals update the location.

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Create a Stock Take item list(s).

  1. Use the Phy. Inventory Journals (mInventory) function create each item list for specify handheld.
  2. In this test case, we select a T1 as Testing propose.
  3. Calculate the item Stock on Hand in handheld location. ***Please leave the item no. field is empty if plan count the full stock take.
  4. Send the item list to Handheld. (using Export to Handheld function)
    Tips: Show Current Handheld Result - It will shows data as handheld uploaded data. It can use for check the data lost.
  5. Refresh the list in handheld when export completed.
  6. You can use switch function menu to trigger handheld refresh the data. Or restart the app.

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Start stock take and import to system.

  1. Select the stock take list in handheld.
  2. Start scanning the item barcode to record the stock.
  3. When finish scanning, press SAVE button upload data to system. (you can use Save function upload the data to system avoid the data lost)
    ***It will overwrite previous data.***

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Merge the all the handheld(s) data to final stock take batch.

  1. Use Configuration Packages function export all handheld data to Excel.
  2. Select predefine the "package" - ST.
  3. Add a filter like stock take batch name - T1 in Table filter. It can be skip final or other batch data.
  4. Export once again and the filter change final stock take batch name.
    - Merge the data which from the all the handheld to this final result Excel file.

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Import and update Excel final result to system.

  1. Select final result file and import to system.

  2. After import the file and use Apply Data function update tp system.
  3. Follow the step(s) pass this reminder.
  4. Wait for update process complete.

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Confirm data import and compare the physical count and system stock on hand.

  1. Check the final stock take batch.
  2. Press "Import Handheld Count" button let system generate item journal for adjustment.
  3. System will base on the physical count and system data to create Negative or Positive adjustment.
  4. If confirm the adjustment. Then, press "Post" and complete the stock take. (You can use Open in Excel function keep a copy of discrepancy)