Batch Physical Inventory Cycle Count

These instructions show you how to utilize routines and scanners to perform a physical inventory cycle count via barcode label scanning. Processes to be completed using STORIS menu options are indicated with the STORIS logo. Those functions you perform on the scanner are indicated with an image of a bar code scanner device.

Steps:  Initialize Cycle Count; Scan Inventory Labels; Send Data to STORIS; View Progress of Cycle Count; Update Cycle Count; View Adjustments to Inventory; Delete Cycle Count

Initialize Cycle Count

 

  1. In STORIS, select Create Listing of Storage Locations to Count from the menu.

  1. The warehouse location indicated must have batch barcode active.

  2. Action to Perform: Select Add Physical.

  3. The Bar Code Storage Location Selection screen displays.

  4. Storage Location: Indicate the storage location to count or click the Action button to indicate all locations or a range of locations.

  5. The grid displays the storage locations selected.

  6. Click the Save button.

  7. If a selected location is included in another cycle count, a warning message displays. Click OK.

  8. A message displays, indicating the number of items placed on the physical inventory and the ID number assigned to the physical inventory. Click OK.

  9. The grid displays the physical inventory ID, date created, initials of user who created it, and whether or not parts are excluded.

  10. Click Exit.

  1. Next, select Assign a User to Physical or Cycle Count Locations from the STORIS menu.

  1. The warehouse location indicated must have batch barcode active.

  2. The grid lists the ID number, initialization date, and user ID for the physical inventory created. Double-click the line to select the physical inventory.

  3. The Bar Code Physical Batch Maintenance screen lists the batch numbers.

  4. Click the Actions button at the bottom of the screen and select Create New Batch.

  5. The Bar Code Physical Batch Creation screen displays. (Screen title: Bar Code Physical Batch Maintenance)

  6. On the Available tab, select locations from grid one at a time or click the Actions button and choose Select Locations. Answer Yes to select all locations listed in the grid or answer No to indicate a range of locations.

  7. Once the locations are selected, they are moved to the Entered tab.

  8. Select the Entered tab.

  9. Click the check-box at Assign Batch.

  10. Click the Save button.

  11. The Barcode Download/Upload Status Screen displays.

  12. Assign Batch To: Indicate the user(s) logging in to the scanner.

If a batch for another warehouse has been assigned to this user, a warning message displays: There are Transactions waiting for USER at a different Warehouse. OK. Click OK to return to the Assign Batch To field.

    1. Click Yes to confirm that the user name is correct.

    2. Click OK when the DONE message displays.

    3. Click the Exit button.

    4. The batch detail displays in the grid.

    5. Click Exit on the Bar Code Physical Batch Maintenance screen.

    6. Click Exit on the Assign a User to Physical or Cycle Count Locations screen.

Scan Inventory Labels

  1. Log in to the scanner device by selecting STORIS Batch Barcode on the scanner screen.

  2. The Login screen displays.

  1. Warehouse ID: Select the receiving location from the drop-down list.

  2. User ID: Select the STORIS login user from the drop-down list.

  3. Password: Use the keypad to enter the STORIS login password (established in STORIS Create a User settings).

  4. Select Login.

  1. The Main Menu displays on the scanner.

  2. Select Communication from the Main Menu.

  1. Select Get Data from the Communication screen.

  2. A Get Data Completed message displays: Data has been downloaded for the following tasks: Physical Inventory.

  3. Select OK in the message window.

  1. Select Main Menu.

  2. Select Batch Menu.

  3. Select Physical Inventory.

  4. The Physical Inventory Count screen displays.

  1. Scan a storage location: Scan the storage location label. The storage location fills in. (ex. DOCK)

  2. Scan an item in the location: Scan the inventory label of each item in the scanned storage location. The label number displays as each is scanned.

Scanning Bulk Products - When you scan a bulk product label, the Enter Bulk Quantity screen appears and the Barcode Label ID is displayed. The Quantity defaults to 1. To enter the quantity of that bulk product to count for that storage location, enter the quantity on the scanner's virtual keypad and then click OK. The Scan Count shows the number of labels scanned.

For example, your Scan Count shows 4. You then scan the bulk product label and enter a bulk quantity of 10 for that product. The Scan Count still only increments by 1 because you scanned one product label. So your Scan Count now shows 5.

If you scan the same bulk product label again, three buttons appear on the keypad: Add, Upd, Cancel. In our example, you entered a quantity of 10 pieces but now need to add 2 more pieces. Click the Add button to add to the quantity you entered previously, making the quantity now 12. Click the Upd button to update the quantity entered or Cancel to leave the quantity as is and cancel the additional scan.  

  1. Scan Count: This count increments as labels are scanned.

If a label is scanned twice, a message displays on the scanner warning Duplicate Label Scan. That label has already been scanned. Would you like to remove it? Yes No. If you answer Yes, the label is removed from the Scan Count.

    1. Scan the next storage location label.

    2. Scan the product labels for that location.

    3. The Scan Count totals all labels scanned for all selected storage locations.

    4. Continue scanning locations and inventory labels until all locations and items are counted.

  1. Select Batch Menu.

  2. Select Main Menu.

 

Send Data to STORIS

  1. When ready to send scanned data to STORIS, select Communication from the scanner's Main Menu.

  1. Select Send Data.

  2. A Send Data Completed message displays: Data successfully sent.

  3. Select OK in the message window.

  1. To log off the scanner, select the Main Menu, and then click Log Off.

  1. On the Login screen, select Exit Pgm.

View Progress of Cycle Count

 

The bar code physical inventory progress report can be used to verify the progress of any cycle count. The report is based on either the batch number or storage location. If running the report by storage location, the report indicates the status of the cycle count.

  1. Select Report Bar Code Physical Inventory Progress from the STORIS menu.

Update Cycle Count

 

  1. Select Update Bar Code Cycle Count Results from the menu.

  1. Warehouse Location: Indicate the warehouse location where the cycle count was performed.

  2. The grid displays the current active physical inventories for the selected warehouse location.

  3. From the grid, double-click the line of the physical inventory.

  4. The first Physical Inventory Update Processor screen displays, listing batches in the selected physical inventory.

  5. From the grid, double-click the line of the batch to be updated.

  6. The second Physical Inventory Batch Completion (Physical Inventory Batch Completion) screen displays the Status and Locations tabs.

  7. The Status tab shows the scanned quantities per storage location.

  8. The Locations tab shows the locations with no scanned quantities (i.e. not physically scanned).

If there are locations listed in the grid on the Locations tab, you can zero out the scanned quantities. Select the location from the grid and answer Yes to the following message: Update this location with quantity of 0? Yes No.

  1. On the Status tab, check the box at the Update Batch field.

If there are locations listed without Scand quantities (column is blank), a warning message displays for each location indicating that the location has not been scanned. Example: Location 010103 has not been scanned. OK. To correct, use the Locations tab. (See tip under item "h." above.)

  1. Click Save to update the cycle count.

  2. Click Save on the update processor screen. The updates to inventory are completed.

  3. Click Exit on the update count results screen.

View Adjustments to Inventory

 

The bar code physical inventory Adjustments report should be run after the inventory has been updated. The report shows all adjustments made to the cycle count.  

  1. Select Report Bar Code Physical Inventory Adjustments from the STORIS menu.

Delete Cycle Count

 

Important! Once a physical inventory is deleted, information needed to run the Report Bar Code Physical Inventory Adjustments is no longer available.

  1. In STORIS, select Create Listing of Storage Locations to Count from the menu.

  1. The warehouse location indicated must have batch barcode active.

  2. Action to Perform: Select Delete Physical.

  3. From the grid, double-click to select the Physical Inventory ID to be deleted.

A message may display, warning that counts have been updated via data upload from the scanner. There have already been uploads on physical. OK. Click OK. Make sure you have printed the adjustments report before answering Yes to the next prompt (DELETE Physical).

  1. The system asks DELETE the Physical? Yes No. Answer Yes to remove the selected physical inventory.

  2. A message verifies the deleted physical inventory number. Click OK.

  3. The physical inventory is removed from the grid.

  4. Click Exit.