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Inventory Skills Entering the Counts

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Page 1: Inventory Skills Entering the Counts What this tutorial covers—and doesn’t Inventory tasks 1. Record transfers 2. Report losses 3. Get organized 4. Print

Inventory Skills

Entering the Counts

Page 2: Inventory Skills Entering the Counts What this tutorial covers—and doesn’t Inventory tasks 1. Record transfers 2. Report losses 3. Get organized 4. Print

What this tutorial covers—and doesn’t

Inventory tasks1. Record transfers2. Report losses3. Get organized4. Print worksheet5. Receiving6. Count and record on worksheet

7. Enter the counts into WebSMARTT8. Print – review – correct9. Submit10. Notify that you’re done.

This tutorial covers only the detailed process starred below. See Inventory Step by Step for an overview of all tasks.Other detailed tutorials are available for the tasks shown in blue.

Page 3: Inventory Skills Entering the Counts What this tutorial covers—and doesn’t Inventory tasks 1. Record transfers 2. Report losses 3. Get organized 4. Print

When to enter counts into WebSMARTT:

On inventory day.

Page 4: Inventory Skills Entering the Counts What this tutorial covers—and doesn’t Inventory tasks 1. Record transfers 2. Report losses 3. Get organized 4. Print

Before you begin . . .

You’ll need the inventory worksheet on which you recorded the actual physical counts.

Page 5: Inventory Skills Entering the Counts What this tutorial covers—and doesn’t Inventory tasks 1. Record transfers 2. Report losses 3. Get organized 4. Print

1. Re-check receiving.

Receiving must be complete before an inventory can be opened. To be sure you got it all, check here:

See separate tutorial on Receiving if you need help with this step.

Page 6: Inventory Skills Entering the Counts What this tutorial covers—and doesn’t Inventory tasks 1. Record transfers 2. Report losses 3. Get organized 4. Print

2. Ask to have your inventory opened.

Call 63568 or

E-mail: [email protected].

Allow at least ½ hour after your request before attempting to go to your inventory.

Page 7: Inventory Skills Entering the Counts What this tutorial covers—and doesn’t Inventory tasks 1. Record transfers 2. Report losses 3. Get organized 4. Print

After your inventory has been opened . . .

No more receiving until the inventory is complete and submitted.

No more transfers until the inventory is complete and submitted.

Do the steps in order.

Page 8: Inventory Skills Entering the Counts What this tutorial covers—and doesn’t Inventory tasks 1. Record transfers 2. Report losses 3. Get organized 4. Print

3. Click on the Inventory tab.

Page 9: Inventory Skills Entering the Counts What this tutorial covers—and doesn’t Inventory tasks 1. Record transfers 2. Report losses 3. Get organized 4. Print

4. Click on Physical Inventory.

Page 10: Inventory Skills Entering the Counts What this tutorial covers—and doesn’t Inventory tasks 1. Record transfers 2. Report losses 3. Get organized 4. Print

You should see the following message:

If you get a different message, it means your inventory is not yet open. Wait a few minutes, and try again.

Page 11: Inventory Skills Entering the Counts What this tutorial covers—and doesn’t Inventory tasks 1. Record transfers 2. Report losses 3. Get organized 4. Print

5. Click OK.

Clicking OK closes the dialog box that hides part of the page.

But as you can see below, there is still no place for you to

enter the numbers. Continue to the next slide . . .

Page 12: Inventory Skills Entering the Counts What this tutorial covers—and doesn’t Inventory tasks 1. Record transfers 2. Report losses 3. Get organized 4. Print

6. Click Change.

The Physical Inventory Entry page opens (with little boxes you can type the numbers in).

Page 13: Inventory Skills Entering the Counts What this tutorial covers—and doesn’t Inventory tasks 1. Record transfers 2. Report losses 3. Get organized 4. Print

7. Copy the counts from your worksheet.

Page 14: Inventory Skills Entering the Counts What this tutorial covers—and doesn’t Inventory tasks 1. Record transfers 2. Report losses 3. Get organized 4. Print

8. Save your work . . .

When you are finished, or if you are interrupted, click the Confirm button (this saves your work).

Page 15: Inventory Skills Entering the Counts What this tutorial covers—and doesn’t Inventory tasks 1. Record transfers 2. Report losses 3. Get organized 4. Print

9. Print a copy of your work.

Click the Print button. You won’t be able to

print the same report after the inventory is submitted.

Before submitting:

Page 16: Inventory Skills Entering the Counts What this tutorial covers—and doesn’t Inventory tasks 1. Record transfers 2. Report losses 3. Get organized 4. Print

Printing your work, continued . . .

Click the printer icon.

Page 17: Inventory Skills Entering the Counts What this tutorial covers—and doesn’t Inventory tasks 1. Record transfers 2. Report losses 3. Get organized 4. Print

10. Review carefully before submitting. . .Compare the worksheet with the printed report, to make sure you entered the numbers correctly. Changes cannot be made after the inventory is submitted.

Page 18: Inventory Skills Entering the Counts What this tutorial covers—and doesn’t Inventory tasks 1. Record transfers 2. Report losses 3. Get organized 4. Print

Really??? You have 8 cases of foil pop-ups?

Or did you mean 8 boxes?

After submitting, changes are impossible

Case Box

Page 19: Inventory Skills Entering the Counts What this tutorial covers—and doesn’t Inventory tasks 1. Record transfers 2. Report losses 3. Get organized 4. Print

If you need to make changes . . .

Click the Change button. Enter the change Confirm again Print again Review again REPEAT til everything is correct.

Before submitting:

Page 20: Inventory Skills Entering the Counts What this tutorial covers—and doesn’t Inventory tasks 1. Record transfers 2. Report losses 3. Get organized 4. Print

What’s next . . .

Submit the inventory.

Notify that you have finished, according to instructions from your supervisor.

See also the separate tutorial on Inventory Step-by-Step.

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