The utility generates spreadsheet output that reconciles the
"imported" worksheet with what is currently recorded in SRM for
that location.
The spreadsheet columns include Product# and Description, Location,
Worksheet Count and SRM Count at this Location, Worksheet Count and
SRM Count at all Locations, the Rental or Sales type and the Bulk
flag for rentals.
Sheet 1 and 2 provide a "Date Counted" flag that reflects the date
defined on the worksheet from Inventory Count
Console and Sheet 2 provides a column to flag non-bulk products
that require a location Transfer.
The four tabs that are generated for the worksheet include:
Example: Product A has a quantity of 1 at location 2 in SRM and a quantity of 1 at location 2 on the worksheet accessible from Update Inventory Worksheet.
Transfer Example: Product B has a quantity of 1 at location 2 in
SRM and a quantity of 1 at location 5 on the worksheet.
This product can be flagged to auto-create a transfer to move
Product B from location 2 to location 5 where it has been counted
per the worksheet.
No Transfer Example: Product C has a quantity of 3 at location 2
in SRM and a quantity of 5 at location 5 on the worksheet
This product can NOT be flagged to auto-create a transfer as the
quantities are not balanced. Manual action is required to reconcile
the quantity at the correct locations.
Date Counted:
After the spreadsheets have been generated, the option is provided
to update the "Date Counted" for the Non-Bulk Rental products that
are flagged to be transferred, to the "Count Date" set in Inventory Count Console if this is a later date
than the current date counted for the product.
Example: Product D has no quantity at any location in SRM but a quantity of 3 was counted at location 2 on the worksheet.
Example: Product E has a quantity of 1 at location 2 in SRM and but no quantity has been counted or imported on the worksheet.
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