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Table of Contents (on this page)

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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