Using the Physical Inventory Count Interface

Summary

• Create a Physical Inventory Count Transaction
• Complete a Physical Inventory Count

 

Prerequisites

In maestro*

• Security Management - User Group Management maestro* > Maintenance > General Maintenance > Processing > Security Management > User Group Management icon: give users access to the Physical Inventory Count interface.
• Have a standard mobile licence.

 

Steps

Create a Physical Inventory Count Transaction

1. From the maestro*MOBILE homepage, press the Physical Inventory Count interface.
2. In the In Progress tab, press + Add a Physical Inventory Count.
3. Indicate the date when the physical inventory count is performed.
4. Choose filters to display the items that will be part of the physical inventory count.

Section Filtres de la page Prise d'inventaire physiqueFilters Section on the Physical Inventory Count Page

Filter Description Site* Used to select by site. Item Type* Used to select by item type. Item category Used to select by item category. Location From Location To Used to select the location range for which the inventory is taken. Detail Items with Reservation Numbers If checked, includes items with a reservation number. An item with a reservation number is considered reserved (even if the reservation number has been used for other purposes). If the box is checked, items with reservation numbers will be displayed on separate lines. Actual on-hand quantities can be specified for each reservation. If not checked, items with reservation numbers are not processed individually when taking a physical inventory. Their on-hand quantities are added to those for items without reservation numbers and are displayed on the same line, without being identified as such. If the actual quantity entered is less than the total quantity reserved, a warning message is displayed. Quantity adjustments will not affect the quantities reserved.

5. Press Save to save the selected filters.

Once the filters have been saved, the Filters section is collapsed and can be unfolded by clicking on the + icon on the right. If the user changes the filters afterwards, a warning message is displayed indicating that the items already added will be deleted.

6. Add one or more item(s) to the physical inventory count, using one of the following methods:
   • Manually, by clicking the + Add Item Manually button. It can be useful, for example, if the label displaying the barcode cannot be read and scanned;
   • By scanning the barcode of the item with a barcode reader (+ Bar Code Item Entry button).

   The system applies the filters chosen by the user before adding the item lines. If no items were found with the specified filters, a message is displayed. Items are displayed without considering the quantities in inventory per site. Items with a serial number are included; inactive items are not. It is possible to delete item lines by clicking the icon.

   Item Card

   A brief description is displayed for each item added to the physical inventory count. The following information is available Some details are only displayed in the short description if the corresponding fields have been previously completed, when the item has been created or modified in the Catalogue Management option in maestro*.: Information Description Code Inventory code of the item. Description Description of the item. Unit Conversion unit. NOTE: The unit varies based on the factor entered for the item in the Catalogue Management option in maestro*. Site Site where the item is located. Inventory Quantity in inventory recorded in the system for the item. Actual Actual quantity available for the item after the physical inventory count. The inventory unit of measurement used for the item (unit, box, feet, etc.) is displayed on the right of the field.

7. For each item, in the Actual field, enter the actual quantity available, in the inventory unit of measurement displayed on the right of the field.
8. Press + Add photo/document to attach a picture or document to the physical inventory count transaction.

View the Documents and Photos topic to find out about all the features of this tool.

It is possible to save the transaction and continue later. As long as the user has not completed the transaction by using the Complete button, the mobile status of the transaction will remain In Progress, and it will not be possible to modify, delete, or transfer the transaction from maestro*.

 

Complete a Physical Inventory Count

1. From the maestro*MOBILE homepage, press the Physical Inventory Count interface.
2. In the In Progress tab, open the transaction to be completed.
3. Press the Complete button to complete the transaction, then validate when a warning message is displayed to indicate that the transaction cannot be modified once completed.

The transaction will change to the Completed status in maestro*MOBILE and can only be modified or deleted in maestro*.

 

See also

• Physical Inventory Count

 

Last modification: février 21, 2025