Create Listing of Storage Locations to Count

Merchandising and Distribution > Inventory > Physical Inventory and Cycle Count > Cycle Count > Create Listing of Storage Locations to Count
Merchandising and Distribution > Inventory > Physical Inventory and Cycle Count > Bar Code Physical Inventory > Create Listing of Storage Locations to Count

Use this process to create the Bar Code Physical Inventory by selecting the warehouse location and the list or range of storage locations in which to perform the cycle count.

This routine may be affected by Regional Processing restrictions. That is, you may not have access to all customers and locations.

Important! If Bar Code is active at a location, STORIS does not recommend building and using only one storage location to track all inventory at that store/warehouse. And each storage location should contain no more than 1000 pieces. In addition, it is recommended that when scanning, you limit the number of pieces per scan and upload, to prevent possible data loss. For example, you are performing a physical inventory at Store 11, which has a total inventory quantity of 3000 pieces, located in 10 storage locations. If you scan and upload 500 pieces at a time, rather than all 3000 at once, you minimize the amount of data that you would potentially need to re-scan in the event of communication errors.

Enter the code of the location at which this cycle count is taking place.

If you click on the Arrow button, you can choose from the drop-down list of locations available to you. Note that here and at any other Location field, the locations you see (that is, the list of locations available to you) may be affected by Regional Processing restrictions.

Specify how you want to proceed with a listing of locations to count. You have the following options:

None - defaults to this setting
Review Physical - select this option if a physical inventory was created for selected locations and you are editing the setup. Once you select this option, double-click a line in the grid to access the Bar Code Storage Location Selection screen.
Delete Physical - delete a selected physical inventory. A warning message prompts for verification of the deletion.
Add Physical - select locations you want to include in the cycle count. Once you select this option, the Bar Code Storage Location Selection screen displays.

The grid displays the following information for each active physical inventory listed.

Physical Inventory ID - Number assigned to this physical inventory
Exclude Parts - Displays Y if you checked the Exclude Assigned In-Shop Service Parts box on the Bar Code Storage Location Selection screen.
Init Date - Date physical inventory was created
Initiated By - Initials of operator who created the physical inventory

Double-click a line in the grid to edit or create a list of storage locations to count. The Bar Code Storage Location Selection screen displays.

Create Listing of Storage Locations to Count

(Initialization)