Inventory Counting Preparations
Reference Number: AA-00347 Views: 4346 Created: 2013-12-30 16:01 Last Updated: 2014-10-07 15:05 0 Rating/ Voters

Before you begin inventory counting 

– These are very important steps if you want your inventory counts to be accurate.



1. Make sure that all items that are on PO’s and have arrived in the store have been marked as received. You will be counting these items so you want them to show in your inventory. 

Artisan Top Menu => Go=> Receiving

2. Make sure that all Special Orders that have been picked up have been marked as "Delivered". Items that are no longer in the store need to have that reflected in the item record. 

Artisan Top Menu => Go=> Accounting=> Outstanding Transactions=> Special Orders / Custom Orders => All Pending Orders – This will give you a list of all pending orders. This list should be cleaned up before you begin.

3. Make sure all Layaways that the customers have picked up have been marked as "Delivered". Items that are no longer in the store need to have that reflected in the item record. 

Artisan Top Menu => Go=> Accounting => Outstanding Transactions => Pending Layaways => All Pending Orders – This will give you a list of all pending orders. This list should be cleaned up before you begin.

4. Make sure you do not have "Sold before receiving" entries, this can cause problems if you’re trying to count inventory and you have reserved quantity, as the inventory will still be off if the reserve was not met.

To check and correct for this: Main Menu=> Inventory & Pricing= > Stock Management= > Receiving => Receive from List of All Items on order => Press F2 and change to Purchase Order # (This might be under more search options).

Any items listed without a PO# are sold before received. These Items need to be received.  This will not increase the quantity on hand of the item. 

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