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Introduction

This document provides instructions for reconciling parts inventory to the physical parts count.

Procedure

Clear Inventory Forms

From the Optifacts Main Menu:

Select Option 12 – Frame Parts Inventory and press Enter.

Select Option 3 – Cycle Counts and press Enter.

Select Option 1 – Clear Inventory Forms and press Enter.

• Clear Forms or Parts? (Y/N) – Press “F” for frame or “P” for parts and press Enter to continue.
• Enter the Warehouse Number if applicable and press Enter. This option only shows up if your system uses multiple store numbers (warehouse numbers).
• O.K. to continue? (Y/N) - Press “Y” to continue or “N” to return to the menu.

The following messages display, “File is Being Cleared” and “File is Finished.”

• Press any key to continue.

Physical Inventory Forms

Select Option 2 - Physical Inventory forms from the Physical Inventory menu and press Enter.

• Press “P” and press Enter to continue.
• Enter the Bin Start or use the asterisk wildcard (*) for all.
• Enter the Bin End or use the asterisk wildcard (*) for all.
• Order by bin location? Enter “Y” for yes or “N” for no.
• Enter the Warehouse number if applicable.
• The system searches for the specified bins.
• Has the data been printed correctly? Enter “Y” for yes or “N” for no.
• Store the entries into the physical inventory file? Enter “Y” for yes or “N” for no.
• Press Escape, to exit.

Physical Count

• Take the forms and do the physical counts of your parts.

Physical Inventory Entry

Select Option 3 - Physical Inventory Entry from the Physical Inventory menu and press Enter.

• Enter “F” for Frames or “P” for parts.
• Enter the warehouse number if applicable.

• Enter the page number.
• Enter or scan the SKU number. The part information populates on the screen.
• Counted – Enter the amount you physically counted and press enter.
• After you have entered all of the counts, press Escape exit the screen.

Physical Count Variance

Select Option 4 – Physical Count Variance from the Frame Parts Inventory menu and press Enter.

• Output to screen only? – Enter “Y” for yes or “N” for no.
• Report on Frame or Parts – Enter “F” for frame or “P” for parts.
• Enter the Warehouse number if applicable.

The report displays on-screen or prints depending on your selection.

• Follow the prompt: “Printing is complete. Touch return to continue.”

Update from Physical Form

Select Option 5 – Update from Physical Form from the Physical Inventory menu and press Enter.

• Update Frame or Parts? - Press “F” for frame or “P” for parts.
• Enter the Warehouse number if applicable.
• Would you like to continue this procedure? – Enter “Y” to proceed or “N” to return to the menu.

• Follow the prompt: “Update complete. Touch a key to continue.”
• Press ESC to return to the main menu.

To view and, or download these instructions as a PDF file, click on the following document image.

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