7. Basic Count

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

The Basic Count application is used to perform inventory counts if you have not purchased the Advanced Inventory Count application. The Basic Count acts as an interface around the Physical Inventory Journal. If you have purchased the Advanced Inventory Count application, please see the Advanced Inventory Count page.

Core features of this application include:

  • Manual Counting
  • Cycle Counting
Note: Basic Count does not support Lot and Serial number tracking.

You can access the Basic Count application from the Home screen by clicking Basic Count. When launched, the Basic Count Lookup List page opens.

Note: If you have purchased the Advanced Inventory Count application, the Basic Count menu can be hidden via the Device Menus page.

Basic Count Lookup List

The Lookup List page allows you to select the Physical Inventory Batch you need to view. Only Physical Inventory journal batches are displayed. Use the filter bar to filter the lookup list to specific Batches if required.

Note: The Journal Batches must have a Posting No. Series defined and the Default No. Series must be blank.
Basic Inventory Count

Basic Count Batch

When you select a Basic Count Batch to open a screen like this is shown:

Basic Inventory Count
Callout ID Description
1

The available menu options:

  • Close
  • Delete Line
  • Change Qty
  • Enter Bin
  • Enter Item
  • Item Inquiry
  • Bin Inquiry
2 The batch name.
3 The journal lines on the current batch.
4 The selected line’s 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 BASICCOUNT::GetBatch (ID: 97001).

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.

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

Note: Basic Count does not support lot and serial number tracking.

If the batch already contains the counted item, the line is updated. If the entry does not already exist, a new line is added to the batch.

The Scan Behaviors page can be configured to control aspects of this process. For example, you can configure the quantity dialog to not appear but 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 Basic Count. Menus may be added or removed as required from the Device Menus page under the Application Form with a selection of BASICCOUNT_DOC for the application.

Close (Menu)

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

Delete Line (Menu)

Deletes the selected Journal line.

Change Quantity (Menu)

Launches the Quantity dialog for the selected line.

Enter Bin (Menu)

This option is hidden by default but is made visible via the Device Menus page. Users are prompted to type in the bin that they need to simulate scanning. This option is useful if bin labels have become damaged or are inaccessible.

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

Enter Item (Menu)

This option is hidden by default but is made visible via the Device Menus page. Users are prompted to type in the item that they need to simulate scanning. This option is useful if item labels have become damaged or are no longer readable.

Note: We recommend opening the item Inquiry module (see menu options) and reprinting the label depending on downstream process requirements (e.g., further scanning or item handling may be required).

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.

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