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(2024.2) Barcode Physical Inventory

Note: This grid is only available when the Barcode Module is enabled.

Barcode Physical Inventory Grid
Barcode Physical Inventory Grid

Summary

The Barcode Physical Inventory grid allows Users to compare what Inventory Records PCR-360 has recorded, versus that you have physically scanned with the Barcode API Endpoint. This can help your Organization identify Lost Equipment, or obsolete Equipment Records.

Review/Compare Equipment

A User can open the Reconcile Physical Inventory form by either double-clicking on a record, or selecting it and clicking the image-20240624-143934.png button.

When the Reconcile Physical Inventory form is open, the User can review what was scanned compared to what PCR-360 has a data record for.  Users can review this comparison either by the full inventory, or inventory by Warehouse.

Review/Compare Physical Inventory form example

Deleting Scans

One or multiple scan records can be deleted by a User when they click on the image-20240624-144009.png button, after selecting the desired records from the grid.

Bulk Add

This functionality assigns received equipment to a Warehouse.

  1. Select the Scan from which you are adding the parts to.

  2. Click the image-20240624-144053.png button.

  3. The first option is to select the Catalog Part Number. 

  4. Double click the Equipment to be added to the Warehouse.

  5. Enter how many units the part comes in. 

  6. For now, leave the status unassigned and the condition new.

  7. Select the quantity of the parts you are selecting.

  8. Select the price per quantity of the part.

  9. Click image-20240624-144119.png

  10. Confirm the Bulk Add

Bulk Transfer

  1. Select the Scan from which you are moving the parts. 

  2. Click the Bulk Transfer button. 

  3. Enter the quantity of items to be transferred.

  4. Click the Picker in the "Transfer To Location" field to select from a list of all Warehouses. 

  5. Click transfer

  6. Confirm the Bulk Transfer