The Inventory Counts process is used to leverage on-hand stock against RepairQ stock levels, and reconcile variances.
The counts process in RepairQ can be separated into three major steps:
To begin a count, a manager will have to assign the count. This is done on the Inventory Summary Page.
Apply filters to find the desired item(s).
Based on filter selections, there may be multiple pages of results. The bottom of each page will have the page selection menu will have the page navigation bar, where you can go to the next/previous page or navigate directly to a page.
To edit the number of inventory items per page, click on the "View" field above the inventory view table.
To Assign Counts for particular items, click the selection box of the desired item(s) and click the "Assign Selected Counts" button.
Note: Changing the page or applying new filter criteria will remove selections, be sure to "Assign Selected Counts" before continuing.
Click "Assign All Counts" to assign count for every item in the currently-filtered results.
Fill out the resulting "Assign Count" dialogue box, and click "Assign Counts" to confirm.
There are two ways to count inventory:
Counting individual items
Tip: A manager can cancel all uncounted items currently filtered using the "Cancel All" button. This will permanently delete uncounted assignments from the system.
Click the "Count" button under the "Actions" column to begin counting an item.
Complete the resulting dialogue box. If the item is serialized, each serial must be on a separate line in the "Serials" field.
Click "Save Count" to finish the count process. the status of the count will change to "Counted", and leverage the counted quantity against the current Instock amount to find a variance.
Performing a Batch Count
To start a batch count, click the "Count" button at the top right of the Inventory Counts page.
There are two counting methods on this page: Scan Mode and Lookup mode.
Use Scan Mode to scan SKU/UPC/Serial Number barcodes.
Use Lookup Mode to manually search for items, similar to looking items up on a ticket.
Click the button next to the input field to switch the count method from Scan Mode to Lookup Mode.
As counts are performed, a log is kept below the scan/search field of your count activity including scan entries, successful counts, warning/error messages, etc.
Warning messages are highlighted in yellow, and error messages are highlighted in red.
The last item counted will appear in the "Current Item" section.
Non-serialized items can have their count quickly adjusted using the "Count" field. Serialized items cannot have their counts manually adjusted, and you must enter a serial number into the scan field for each individual item to increment the count.
Items are automatically added to the count list as you count different items. Clicking the "save count" button is not required to submit a count, it is simply there for other functions like editing a count from the count list. The list of counted items will appear in the "Counted Items" section.
Click "Save for Later" to save this count and continue it later.
NOTE: Counts "saved for later" will only be saved on the device the count was performed on for the staff member who performed the count and the location where the count was performed. This means that to finish a count sheet, you must login to the same location, with the same user, at the same device to finish your count sheet.
Click "Save & Submit" to finish the count and submit each item count to a manger for reconciliation.
Tip: A manager can quickly reconcile all zero variance counts that are currently filtered for by clicking the "Reconcile All" button. This will advance the count to "Reconciled" status, and it will no longer be editable.
Redo: Clicking this button will move the count back to Counting status a new Count for the item.
Reconcile & Finish: Clicking this button will begin the process of reconciling and finishing the count.
Confirm the count is correct. If there is a variance, complete the necessary procedures. Click "Save and Mark as Reconciled" to complete the count.
Delete: Clicking on this button will permanently delete the count from the system.