PDT Part 3: Start Counting Using a PDT
Reference Number: AA-00214 Views: 7669 Created: 2011-11-30 16:39 Last Updated: 2014-12-04 14:16 0 Rating/ Voters

This article is the 2nd in a series of 4 regarding Physical Inventory Counting using a PDT. If if you have followed section one, continue with this one. If not, navigate to the appropriate section from the menu:

PDT Part 1: Setting up PDT for Inventory Counting

PDT Part 2: Transfer Product Lookup Table to PDT

PDT Part 4: Using the PDT for Inventory Counting

Please make frequent backups while doing physical inventory counting in case you make an incorrect selection when entering inventory counts. 

For important general information on Physical Inventory Counting, see the overview article, Physical Inventory Counting - Helpful Hints.

Before you begin counting inventory with a Portable Data Terminal (PDT), make sure your PDT is correctly installed and configured.

Where do I go?

From the Artisan Main Menu => Inventory & Pricing => Stock Management => Physical Inventory Counting.

This menu is where you do all of the steps of the Inventory Counting process (as detailed in the overview article).

The Physical Inventory Counting Menu

1) Prepare for Inventory Counting - If you're going to use a Product Lookup Table (see the Knowlege Base article, Using Product Lookup Tables with PDTs), you can use this menu entry followed by "Download Product Lookup Table to PDT" (or just use the pull-down Tools => Send Lookup Table to PDT) to download the Lookup Table into the PDT. [On older versions, the PDT Download option is directly on this menu.]

2) Enter Inventory Counts - After you have scanned your counts into the PDT, use "Upload from Portable Data Terminal" under this menu entry to upload the counts from the PDT. This will give you specific instructions on how to complete the upload with your model of PDT.

3) Review Entered Counts & Make Adjustments - Review and/or correct your counts. You can list just the "exceptions", or all entered counts.

4) Accept New Counts - Once you have entered & reviewed your counts, use this menu entry to move the physical counts to the "real" QOH.

5) Zero Out Items w/o Recent Accepted Counts - [Only available in version 3.2.15 or later] - Use after counting in groups. It sets Quantity On Hand to zero for items not counted since a given date.


Prompts While Entering Inventory Counts

Please read any prompts carefully, and be sure you make the correct choice.

IMPORTANT: After you select Enter Inventory Counts, by any method, you may get the following prompt:

This means that there are already some physical counts entered. 

  • If you are just starting to enter counts, you should answer Yes, to start with a clean slate.
  • If you've already started entering counts and are returning to enter additional counts, you should answer No, so your new counts will be combined with the previous batch(es).

Prompts While Accepting New Counts

After selecting "Accept New Counts", you may get this prompt:

If you're counting by PDT, you have probably only counted items that are physically present in your store, so many of your items may end up as 'Not Counted'.

  • If you have entered counts for your entire store without accepting counts in between, you should choose #2, "Set Quantity On Hand to Zero for All Uncounted Items" since all uncounted items must be zero.
  • If you are Counting In Groups (as described in the overview article), accepting counts after each group, you must choose #1, so you don't clear counts from previous groups. In that case, you will use "Zero Out Items w/o Recent Accepted Counts" after you have accepted the last group, which will zero out the items with no counts at all.

Make the right choice. Be sure to read all screens before proceeding. Mistakes can cost valuable time and cause extreme frustration. If you have a question, please ask.

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