Chapter 1: Starting Inventory

Starting the Physical Inventory Process

 

ScanIt Parts currently supports the following DMS:
          • CDK (formerly known as ADP)
          • Reynolds and Reynolds
          • DealerTrack (formerly known as Arkona)
          • Auto/Mate

NOTE: If your DMS is CDK/ADP follow the instructions at this link.

 

Once you have completed all the requirements, you are ready to create your physical inventory file to transfer from your DMS to the PC.

 

Note:          If this is the first Physical Inventory, a message displays at the top of the screen, "There currently is no Physical Inventory going, a new Physical Inventory will be started".

 

Step 1.  Select Start a new Physical Inventory from the Physical Inventory Main Menu.  This begins a new Physical Inventory and transfers the inventory data from your DMS to the Physical Inventory PC.

          

 

Step 2. Next, the options window displays.

Note:  The settings applied to the scanners cannot be changed without restarting a physical inventory.  Restarting an inventory causes you to lose all inventory data and you will start over.

          

 

Step 3. Click Adv. Settings.

 

          

 

Step 4.  Select a Count Mode to be used:

Note:  Whichever mode you pick - it applies to ALL scanners.

          

          Dynamic: User is able to switch between counting By Piece or By Quantity on each scanner.

          By Piece: Scanner counts one part at a time for each part number scanned.

          By Qty: Prompts the user after every part scanned to enter the total quantity.

 

Step 5.  Select how you want to handle Write-In Unknown Parts to the inventory from the following options:

          

          Prompt: When a part is scanned that is not found in the current inventory, a Yes/No prompt displays on the scanner.

                    Yes: will add the part number to the current bin location. 

                    No: will not add the part number.

          Always: If a part number is scanned that is not in inventory, it is always added.

          Never: If a part number is scanned that is not in inventory, it is never added.  The user is alerted.

 

Step 6.  Select how you want to handle Write-In Parts in a Wrong Bin from the following options:

          

          Prompt: When a part is scanned that is in the incorrect bin, a Yes/No prompt displays on the scanner. 

                    Yes: will add the part number to the current bin location. 

                    No: will not add the part number to the bin.

          Always: If a part number is scanned that is in an incorrect bin, it is always added to that bin.

          Never: If a part number is scanned that is in an incorrect bin, it is never added to the bin.  The user is alerted.

 

Step 7. Select any additional options you would like.

          

          Display Cost: displays the cost for the part number scanned.

          Ignore Bin: does not require a bin location and assumes every part is in its correct bin.

          Display Pad Quantity: the scanner displays the pad quantity.

 

Step 8. Select Next. Inventory data that is transferring will now be displayed in the upper left corner.

 

Step 9. Select Next. The Scan Inventory screen will display. From this screen you can update and monitor the progress of your physical inventory by reviewing bin locations that have been scanned and bin locations that have not yet been touched.