Menu 9 - Phsysical Inventory

Physical Inventory (PI) can be run at anytime, however we recommend taking inventory during non-business hours to cut down on inventory fluctuations.  These fluctuations can be caused by normal invoicing, purchase order receiving, or re-opening a line from a purchase order.

The Physical Inventory process can take some time depending on how much inventory you freeze in relation to how efficiently your files are sized.  Please call Database Support prior to starting the Physical Inventory process so your PI files can be checked for size efficiency. 

On the day of Physical Inventory, initiate the PI tag print early because it’s a lengthy process that is limited by printer speeds and number of tags.  The length of the PI tag print is directly proportional to the number of frozen products.  In addition, printing PI tags takes longer for an entire warehouse versus just one prefix.

Physical Inventory is conducted by manually counting inventory or by scanning items into inventory.  Please refer to the documentation below that matches how your store conducts Inventory.

Note:  To begin the Physical Inventory process it’s recommend that you first run the Inventory Preparation Checklist.

Physical Inventory – Manual Process

Menu 9.1 through 9.16

q       Use Menu 9.1 through 9.16 if you do not use Bar Code Scanners or Hand-held devices to scan in the inventory.

Physical Inventory – Bar Coding Procedures

Menu 9.20

q       Menu 9.20 is used if you have Bar Code Scanners or Hand-held devices to scan inventory.  Note, if steps are different for Hand-held devices then Bar Code Scanners it will be clearly marked in the documentation. 

Custom Cycle Counting - Menu 10.34 (MUST Request from DST for a Fee)

Base Package Cycle Counting Programs - Menu 9.34

Last Updated 06/01/09