6. Advanced Inventory Count

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6. Advanced Inventory Count

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Note: For earlier versions of Warehouse Insight, find the documentation here.

The Count application is used to perform inventory counts. The application acts as an interface for the Advanced Inventory Count product and is an optional purchase. If you have not purchased the product, you may use the Basic Count application.

Core features of this application include:

  • Manual Counting
  • Cycle Counting
  • Multiple Count Sheets/Teams

You can access the Advanced Inventory Count application from the Home screen by clicking the Count link.  When launched, the Count Lookup List page will be displayed.

Note: For more information on configuring and using the Advanced Inventory Count product, consult the product documentation.

Advanced Inventory Count Lookup List

The Lookup List page allows you to either scan or select the sheet you wish to view. Only active Count Sheets for the device location are shown. Use the filter bar to filter the lookup list to specific sheets if required.

Inventory Count

Count Sheet

When you select a Count Sheet to open, a screen similar to this is shown:

Inventory Count
Callout ID Description
1

The available menu options:

  • Close
  • Delete Line
  • Change Qty
  • Enter Bin
  • Enter Item
  • Enter License Plate
  • Comments
  • Item Inquiry
2 The sheet name.
3 The count lines on the current sheet.
4 The selected line item description.
5 Status bar indicating status messages or instructions.
Note: You may modify the columns shown by modifying the device columns for the event ADVCOUNT::GetLines (ID: 30009).

Counting Items

The standard process flow should be used when counting items:

  1. Scan the bin to count in.
  2. Scan the item to count.
  3. Enter the quantity counted and item tracking information, if required.

See the General Document Handling section on the Overview page for more information.

If the sheet already contains the counted item, the line will be updated. If the entry does not already exist, a new line will be added to the sheet instead. If the line already exists but the user chooses a different unit of measure, they are prompted whether a new line should be created or the existing one update.

If your location does not require bins you may also scan shelf numbers via the tag barcode.

The Scan Behaviors page can be configured to control aspects of this process. For example, you can configure a quantity dialog to not appear and increment the count by one, or change the default quantity or unit of measure to count in.

Menus

The following menus are available by default for Advanced Inventory Count. Menus may be added or removed as required from the Device Menus page under the Application form with a selection of ADVCOUNT_DOC for the Application.

Close (Menu)

Closes the Count Sheet and redirects to the Lookup List page.

Delete Line (Menu)

Deletes the currently selected Count Sheet line.

Change Quantity (Menu)

Launches the Quantity dialog for the selected line.

Enter Bin (Menu)

This option is hidden by default but can be made visible via the Device Menus page.

Users are prompted to type in the bin that they wish to simulate scanning.

This option can be useful if bin labels have become damaged or are inaccessible.

Note: We advise opening the Bin Inquiry module (see menu options) and reprinting the label.

Enter Item (Menu)

This option is hidden by default but can be made visible via the Device Menus page.

Users are prompted to type in the item that they need to simulate scanning.

This option can be useful if item labels have become damaged or are no longer readable.

Note: It may be better to open the Item Inquiry module (see menu options) and reprint the item label depending on downstream process requirements (e.g., further scanning or item handling may be required).

Enter License Plate (Menu)

This option is hidden by default but can be made visible via the Device Menus page.

Users are prompted to type in the license plate number they need to simulate scanning.

Note: License Plate labels can be reprinted via the License Plate module on the handhelds but require exiting the application.

Comments (Menu)

Allows users to set/view the selected lines comments.

Item Inquiry (Menu)

Launches the Item Inquiry management screen pre-filtered to the selected line.

Bin Inquiry (Menu)

Launches the Bin Inquiry management screen pre-filtered to the active bin.

Common Configurations and Requests

This section describes the most common scenarios, requests, and features concerning inventory. While some topics may require development or customizations, they are included here to provide a greater understanding of what the software is capable of.

Further information may be obtained from Support Portal.

Forcing Each Scan to a New Line

By default, the Count application will attempt to match on existing lines and update them. If it is easier or better that each subsequent scan creates new lines, it set the Inventory Scan Item Behavior to Always Add New Line on the Device Configuration card.

Clearing Bins Between Scans

By default, the Count application will not clear the current bin between scans. You can scan multiple items in the same bin without having to rescan the bin. Users must scan the new bin when moving to the next bin to count. The current bin can be cleared after each item scan by setting the Clear Bin on Inventory Count option to true on the Device Configuration card.

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