6. Advanced Inventory Count

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6. Advanced Inventory Count

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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 instead 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.

Count

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.

Inventory Count

Only active Count Sheets for the device location will be shown.

Use the filter bar to filter the lookup list to specific Sheets if required.

Count Sheet

When you select a Count Sheet to open a screen similar to this will be 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
  • Bin 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
Extensibility: 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:

  • Scan the Bin to Count in
  • Scan the Item to Count
  • Enter the Quantity counted

See General Document Handling 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 will be 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 in NAV can also be further configured to control aspects of this process as well. For instance, it is possible to configure it such that a quantity dialog does not ever appear but instead increments the count by one, or to change the default quantity or unit of measure to count in.

For more information about the Scan Behaviors consult the NAV Help.

If the Batch 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 Batch instead.

The Scan Behaviors page in NAV can also be further configured to control aspects of this process as well. For instance, it is possible to configure it such that a quantity dialog does not ever appear but instead increments the count by one, or to change the default quantity or unit of measure to count in.

For more information about the Scan Behaviors consult the NAV Help.

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 in NAV under the “Application” Form with a selection of “ADVCOUNT_DOC” for the Application.

Close (Menu)

Closes the Count Sheet and brings the user back 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 in NAV.

Users will be 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: It is usually more advisable to open the Bin Inquiry module (see menu options) and reprint the label.

Enter Item (Menu)

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

Users will be prompted to type in the Item that they wish to simulate scanning.

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

Note: It might be more advisable 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 in NAV.

Users will be prompted to type in the License Plate number they wish to simulate scanning.

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

Comments (Menu)

Allows users to set/view the selected lines comments.

Enter Text

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 is intended to describe the most common scenarios, requests and features concerning Inventory. While some topics may require development or customizations, they are included here in order to provide a greater understanding of what the software is capable of.

Further information may be obtained from the NAV Help and Support Portal.

Forcing Each Scan to a New Line

By default, the Count application will attempt to match on existing lines and if found update them. However, if it is easier or better that each subsequent scan instead creates new lines it may be done by setting the “Inventory Scan Item Behavior” to “Always Add New Line” on the Device Configuration card in NAV.

Clearing Bins Between Scans

By default, the Count application will not clear the current/active Bin between scans. This allows users to quickly scan multiple items in the same Bin without having to rescan it. However, this does potentially introduce risk if the users forget to scan the new Bin when moving to the next Bin to count. If desired, the current/active Bin can be cleared after each item scan by setting the “Clear Bin on Inventory Count” option to true on the Device Configuration card in NAV.

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