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Enter Physical Inventory

Enter Physical Inventory​

From the DockMaster menu, select Inventory Management > Physical Inventory > Enter Physical Inventory

The Enter Physical Inventory routine allows you to enter your physical count using the same lists you used when the count sheets were printed. This will bring up each part number in the same order as the count sheet and allow the user to enter a quantity. The Replace method overwrites any previous physical count entry. The Add method adds the current physical count entry to the previous physical count.

If the Multiple Location option is enabled in the Inventory Parameters, a Location window will open prior to entering the routine. Note: If the user's Clerk Id contains a Default Location and the Allow Location Override box is not enabled, the system will automatically select a location and it cannot be changed (see your System Administrator to change the Clerk Id options).

  • Location Window - Click on the Location for your physical count.

  • Part Number/Part List - This prompt is a toggle prompt that will handle two tasks: 1) Enter a quantity for a part and 2) entering a quantity for multiple parts using a stored List Name. Press F7 to toggle the prompt between Part Number and Part List.

  • Part Number - Enter a Part Number to enter a physical count or type a part number preceded by a backslash "" to access a cross-reference list.

    • Press F6 to list all parts.
    • Press F7 to toggle the prompt between Part Number and Part List.
    • Press F8 to have the system select all parts and scroll through each part so you can enter a quantity. Click the Cancel List button to exit this function.

  • Part List - Enter the name of the Part List created in the Report Generator (see Creating an Inventory Parts List). Once a Part List is entered, the system will select the parts in the list and display the first part. Enter your quantities as the system scrolls through the list.

  • Press the Save button to save the current part and display the next part in the list.

  • Press the Skip button to skip the current part and display the next part in the list.

  • Press the Clear or Cancel List button to exit the list function. Pressing the Clear button will display the following message: Do you want to go to the next part number in the current part list? Click Yes to display the next part or No to exit the list.

  • Resuming a List - if you exit a list and want to resume where you left off, press the F7 Back to List function key. Note: You cannot resume a list if you exit the Inventory Maintenance program; you must reselect the list upon re-entry into the program.

  • Add or Replace - Click the down arrow to select whether you want the system to Add or Replace the physical quantity of the inventory being entered. The Add function will add the physical quantity entered in this session (Physical Count Quantity) to the previous quantity entered (Current Count Quantity), and the Replace function will override the Current Count Quantity with the Physical Count Quantity entered in this session.

  • Physical Count Quantity - Enter the Physical Count for this part.

  • The Current Count Quantity and New Physical Quantity fields are updated automatically and cannot be modified.

  • Click the Save button or press Enter to save the quantity entered and move to the next part.