Increase the accuracy of your inventory year round by completing cycle counts. You can choose a specific criteria to count first. For example, categories, vendors or a combination there of. Print out the reconcile report, all inventory transfers, and inventory adjustments as you complete them. This same process will be done for each location.
Scan all items in your select branch.
Remember to do small sections of your store as you import your scanner and append to that branch.
Once you have scanned all of the items in that branch. Your goal will be to fix the negative differences.
Check the 'Hide No Differences' box.
Print out the reconcile report that only shows the inventory differences.
Double click on the 'QTY in Stock' of the item, to show that item's inventory record for all branches.
Make sure the inventory is accurate in those branches.
If not accurate, you will want to transfer the item from the branch scanned to that location.
Once complete you can go back into- Inventory-Reconcile-Open Reconciliation Screen.
Select 'Refresh QTY In Stock' (that will correct the QTY after transfer).
If accurate in other locations, complete an inventory adjustment to write off the remaining items.
Once the screen is blank- Uncheck the 'Hide No Differences' box- Now select 'Show All'.
Select 'Check All'- Make sure 'Replace In-Stock Qtys' is selected- Select 'Update Inventory'
All scanned inventory items will now be timestamped. (At this point in time they are marked in stock.)
Now say yes to the Item Reconciled pop up. (This shows items not timestamped but currently in stock.)
Make sure 'Items Not Reconciled Report' is selected.
Choose the scan date that the scan was started and completed.
Select the branch you completed the inventory and run the Report.
At this time you will need to adjust these items off of your inventory. By transfer or inventory adjustment.
Once you have dealt with those items your cycle count inventory is now complete.