Internal Inventory Audit - Revision history

Jgreco at 22:03, 9 February 2023

2023-02-09T22:03:18Z

2021-12-01T17:57:58Z

Initial proofread pass - docs

2021-04-09T18:53:22Z

Audits using the Physical Inventory feature

2020-05-22T11:58:42Z

Audits using the Physical Inventory feature

2019-04-10T13:17:02Z

Audits using the Locate Feature

2019-03-21T16:53:44Z

Audits using the Locate Feature

2017-10-27T20:01:01Z

Creating an Audit

2017-10-27T20:00:45Z

Creating an Audit

2016-11-02T20:15:48Z

Audits using the Physical Inventory feature

2016-06-21T03:30:29Z

@@ Line 14: / Line 14: @@
 # Using TrackAbout's Locate action.  Does not include reconciliation assistance.
-==Audits using the Physical Inventory feature==
+==Audits using the Physical Inventory feature (TAM6)==
 The "Physical Inventory" button is available for TrackAbout Core Tracking clients who are using TAM6.  If you are unsure whether this feature is available to you, please contact our [[Contact_Us|Support Team]]

@@ Line 19: / Line 19: @@
 The '''Physical Inventory''' feature can be used by multiple handhelds at the same time to canvas an area for assets.
-The user will be asked to select the location, kind of audit, and if applicable, the Asset Family Collection for which the audit is being conducted.
+The user will be asked to select the location, kind of audit ('''Complete''' or '''Cycle'', and the Asset Family Collection for which the audit is being conducted. It will also ask you whether you will be scanning '''Full''' or '''Empty''' assets.
 Then users will simply scan all assets they encounter of the kind they are targeting.

@@ Line 89: / Line 89: @@
 '''Prepping the System'''
 *Determine which location(s) you want to focus on for audits.
-*Mark the assets at that location as LOST.  You can two options for this
+* Determine which product lines you'll be auditing.
 . Use the [https://www.trackabout.com/clt/searches/search.aspx?stid=1 Current Inventory] page to find assets you want to mark as Lost.
-*Make sure to select the Results: Detailed option so that you get the barcodes for that location.
+*Make sure to set the Filters with
 [[File:Current Inventory_Details.png|400px]]
@@ Line 101: / Line 120: @@
 *Once you find the assets, you can mark them all as lost.
 [[File:Remove Stale Inventory _ Audit.png|400px]]
 Once the Audit is complete, the Current Inventory report will reflect the updated list of what was scanned. The balance for this location should now be accurate.  Everything not scanned will remain in a status of Lost until it is scanned.

@@ Line 87: / Line 87: @@
 ==Audits using the Locate Feature==
-*Scan the assets in "Locate" actions from handhelds.
+'''Prepping the System'''
-**It is ok if you scan the same asset multiple times, the goal is just to get them all scanned.
+*Determine which location(s) you want to focus on for audits.
-**It is ok if this scanning take more than a day to complete.
+*Mark the assets at that location as LOST.  You can two options for this
-*From the website, use the "Remove Stale Inventory" page to find and remove stale assets.
+*Use the Mark Assets Lost page and enter the barcodes to Mark Lost.
-**This page lets you find the assets that have not been scanned in X number of days
+[[File:Mark Assets Lost.png|400px]]
-*The balance for this location should now be accurate
+.From the website, use the "Remove Stale Inventory" page to find and remove stale assets.
-Note: If you want to compare what TrackAbout thought was at the location with what actually was at the location the best way is to take a snapshot of the "Current Inventory" report before you start this scanning and then again after you finish removing the stale inventory.
+''Note:'' If you want to compare what TrackAbout thought was at the location with what actually was at the location the best way is to take a snapshot of the "Current Inventory" report before you start this scanning and then again after you finish removing the stale inventory.
 == Site Preparation ==

← Older revision		Revision as of 20:01, 27 October 2017
Line 37:		Line 37:

	'''NOTE:''' When inventory records with different dates are grouped together, the reconciliation is effective as of the most recent inventory record. Therefore, it is important to resolve inventory records as soon as possible.		'''NOTE:''' When inventory records with different dates are grouped together, the reconciliation is effective as of the most recent inventory record. Therefore, it is important to resolve inventory records as soon as possible.
−

	If a record is saved and it does not match an existing Open Audit, a new Open Audit is created when the Physical Inventory record is saved. If the Physical Inventory record does match and existing Open Audit, the record is added to the Open Audit.		If a record is saved and it does not match an existing Open Audit, a new Open Audit is created when the Physical Inventory record is saved. If the Physical Inventory record does match and existing Open Audit, the record is added to the Open Audit.

@@ Line 34: / Line 34: @@
 Inventory Audits are created automatically when Physical Inventory actions are saved from mobile devices using TAMobile 6.
-We group Inventory records together by Location, Inventory Type (if a "Cycle" Inventory Type) and Use State.  If a record is saved and it does not match an existing Open Audit, a new Open Audit is created when the Physical Inventory record is saved. If the Physical Inventory record does match and existing Open Audit, the record is added to the Open Audit.
+We group Inventory records together by Location, Inventory Type (if a "Cycle" Inventory Type) and Use State.
 ===Audit Summary===

← Older revision		Revision as of 20:15, 2 November 2016
Line 22:		Line 22:

	Then users will simply scan all assets they encounter of the kind they are targeting.		Then users will simply scan all assets they encounter of the kind they are targeting.
		+
		+	When the assets are scanned, three counts will be displayed on the screen:
		+
		+	*Previous Count: this count includes the total number of assets of the targeted type that were previously scanned and saved to the website
		+	*Count: this shows the number of assets scanned since the Physical Inventory action was started
		+	*Count by Product Code: this shows the number of assets scanned since the Physical Inventory action was started, broken down by product code

	[[File:PhysicalInventory.png\|400px]]		[[File:PhysicalInventory.png\|400px]]

← Older revision		Revision as of 03:30, 21 June 2016
Line 1:		Line 1:
		+	{{TrackAbout Feature
		+	\|Parent Module=Core Tracking
		+	\|Feature Description=The Physical Inventory process allows for internal asset auditing and “cycle counts”.
		+	\|Supported In=TAMobile 6 Desktop, TAMobile 6 Rugged
		+	}}
	[[Category:TrackAbout Feature]]		[[Category:TrackAbout Feature]]
	==Summary==		==Summary==