How to do Physical Inventory

Question

Hello,

I have a Store Database that is doing a physical inventory. I suspect that they sometimes create new items in the Store level, instead of the HQ level. Also, their inventory count is most probably off.

In SOM, I did a physical inventory with "Update Matching Items and add new items" and "Replace Existing Count".

Then in HQM I ran worksheet 501 and connect HQ client, then Task 190 and connect HQ client.

I would like to confirm of what I just did;

Is the inventory count now matched according to the Store physical count?
For items that were created in the Store level, are they now in the HQ database?

convoluted · Accepted Answer

Hi DanielSie....first you need to remove the ability to create new items at the store level using security; it seems like your 501 worksheet and task 190 steps are correct, as long as you did the 501 immediately after you committed the physical inventory counts at the store; your store qties should match your HQ qties (run an on hand report at both locations, they should match); on your last point, the items that were created at store level are not now in the HQ database (they have no HQ id) - there's a KB you can download from customersource that explains how to resolve this issue...hope this helps"DanielSie" wrote:

DanielSie · Answer

Thank you.

How to do Physical Inventory

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