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There's one more reason to count on us for your mobile solutions....  Mobile Manager recently passed the Intuit technical review.  We are now recognized as
Gold Developers!

 




Mobile Manager Wall to Wall Inventory - Continued

Step 6 - Finalize the inventory

It's been fun but all good things must come to an end.  It is time to finalize our inventory.  Press the finalize button and you will see the finalize screen.  This is the final step to commit our inventory counts to the point of sale system.  Before we commit the changes, a brief explanation about what you see in the screenshot.

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The Current column shows the current value of inventory at cost and at retail price.

The Proposed column shows the value of inventory when the new counts are applied to the system.

The Totals section simply shows the net difference between the current and proposed values of the inventory both at cost and retail.

The grid shows all items counted during the inventory with the current on-hand and the physical count and the resulting affect on inventory that will take place when the inventory is finalized.  This grid can be copied and pasted into other applications like Microsoft Excel.  Mobile Manager does not maintain a history of these changes.  The history is kept in QuickBooks as a quantity adjustment voucher.

Zero Items not counted - This options lets you choose to set item counts to zero that were not found or counted during inventory.  This is useful when a complete and thorough count has been done and you are certain that all merchandise was counted.

Commit Now - All the displayed changes will be sent to the QuickBooks point of sale system and a quantity adjustment memo will be created.  All inventory counts will be applied to the database

We'll press the Commit Now button and follow the onscreen prompts and the inventory is complete.  That is it!  As you can see, the mobile device coupled with the Mobile Manager software suite allows users to easily complete an in store inventory even while the store is open.

Separation of Responsibility

One final note about the Mobile Manager inventory module relates to the separation of responsibility.  As you have seen in the previous pages the Mobile Manager inventory process starts at the base station by defining an inventory job. Typically, a manager will create the inventory job, retrieve the snapshot data and start the base station in listening mode.  Once the job is set up, the manager can then give the hand held to an employee to perform the actual counts.  The inventory process is finalized by the manager when the counting is complete.  The inventory summary data gives the manager  performance data about the employees productivity.  The number of scans/counts, number of unique items scanned and so forth.  It also puts the responsibility of updating the database into the hands of the manager as opposed to the inventory person.  We really tried hard to think of everything!

Back to Inventory Review   //  Mobile Manager Overview 

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