The following video discusses setting up a physical inventory run using the RPS system. We explore accessing the physical inventory screen, creating a new physical inventory run, selecting locations for inventory and initiating the inventory run.
Setting Up a Physical Inventory Room
Key Steps
Access Physical Inventory Screen: Log into the RPS system and navigate to the physical inventory screen.
Create a New Physical Inventory Run:
Click on the "Inventory" tab and select "Physical Inventory."
Click on the "plus run" button to create a new inventory run.
Name the Inventory Run:
Create a descriptive name for the inventory run including the date and location to be inventoried.
Filter Inventory Items:
Apply filters based on inventory tags, categories, brands, or groups to narrow down the items to be inventoried.
Click on "show locations" to view available locations for inventory.
Select Locations:
Choose the specific location(s) to be inventoried.
Initiate Inventory Run:
Click on "take free run" to add the selected location to the list of items to be scanned.
Distribute Scanners:
Assign scanners to team members responsible for conducting the inventory.
Begin Scanning:
Instruct team members to start scanning the items in the selected location(s) using the assigned scanners.
Monitor Progress:
Keep track of the scans being conducted and monitor the status (good, bad, corrected) of each scan.
Cautionary Notes
Ensure that team members are properly trained on how to use the scanners and conduct inventory scans accurately.
Double-check the filters and selected locations before initiating the inventory run to avoid errors.
Tips for Efficiency
Use descriptive names for inventory runs to easily identify them later.
Regularly conduct smaller cycle counts in addition to full physical inventories to maintain accurate inventory records.
Export inventory results for further analysis or reporting purposes.
Encourage team members to communicate any issues or discrepancies encountered during the inventory process promptly.
By following these steps, team members will be able to efficiently set up a physical inventory room using the RPS system, ensuring accurate and up-to-date inventory records.