Enter Inventory Counts

The Inventory Data Entry screen is used to enter actual physical count quantities for the product/storage/lot combinations associated with an inventory event.

Inventory counts can only be entered for a particular date if: 

• All scheduled inventory events for the previous date have been saved or canceled.
• If it is the first day of a new period, the previous period must be posted.

  

Entering Inventory counts:

1. From the Inventory menu, select Create/Review Inventories.
2. Select a Post Period from the drop-down list; the screen will refresh to display the inventory events for that period.
3. Click the Data Entry link corresponding to the desired inventory event.

• If necessary, click the Funnel (Filters) icon to access the filter options. Click HERE for details. If one or more filters have been applied, the funnel will be green.
• An [+/–] (Expand/Collapse) control appears to the left of each Storage Location name; clicking this control will show/hide the products rows for that storage. The section header also has an Expand/Collapse (All) control, if needed.
• The columns displayed on this screen can be configured. For details on configuring columns, click HERE!

• To show or hide columns, hover the mouse over a column header, click on the down-arrow that appears, and select Columns from the pop-up menu, then select or deselect the desired column(s). To see the list of available columns, click HERE!
• If necessary, click and drag the column headers to rearrange the order of the columns.

• Seq., Product #, Product Name
• UPC (hidden by default)
• Inventory Unit: Qty, Unit
• Alt Unit 1: Qty, Unit
• Alt Unit 2: Qty, Unit
• Alt Unit 3: Qty, Unit
• Total: Qty, Unit
• Quantity (hidden by default): Begin, Received, Sold, Adjusted, Book, In Transit

4. Click into an entry field and begin entering the Quantity counted for each product, using the Inventory Unit and any Alternate Units as appropriate.  

• The Tab key can be used to advance to the next entry field; Shift + Tab will go back to the previous field.

5. If necessary, authorized users can click By Exception to populate the (Inventory Unit) Quantity fields automatically using the assigned closing method for each product type and storage location.  See "Update By Exception" for more information.
6. After all of the physical counts have been entered, click Save and Review to proceed to the next step in the process or click Save and Close.
   {Note}: If the setting to "Check for Missing Prep in Final for Post Inventory" is enabled for the location, Net-Chef will add up all of the Physical Counts entered for all Prep Recipes, and compare them to the sum of In Transit and Book Values. If [ (Total Physical + Total In Transit) > Total Book] , an alert will appear to suggest that you make a Prep transaction for the difference, so that all Recipe and Component values are corrected before variances are generated. This will only apply to Central Storages and will not apply to lot-tracked recipes.

 

 

 

 

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