Save Inventory Counts Correctly

Overview:

It is very important to make sure that any User that is entering Inventory Counts understands the Save Counts, Save & Process Counts, and Exit buttons at the bottom of the count entry grid. If they do not understand the difference between saving a count and saving and processing a count entry, then it can lead to reporting discrepancies.

Save Counts: The Save Counts button will save the counts you have entered. The counts are saved to a temporary table in the database and will not process to the table in the database that is used for reporting. This button should be used if you want to save your counts as you go, or if you need to save a count entry that you have not yet fully completed.

Save & Process Counts: The Save & Process Counts button will both save and process the counts that have been entered into the reporting database. Processing takes longer than saving because valuation calculations will be performed.

Users should know that reports such as an Inventory Extension Report will not show an updated valuation until a new count has been saved and processed.

When the Save and Process Counts button is selected, Users will see a message their count is being processed. When the process is completed, they will see the message below:

Exit: If you Save before you Exit, and don't make any subsequent changes or additions, the Exit Button will exit back to the count entry grid. If you have any entries that have not been saved then you will be prompted whether you want to save the changes.

Don't Close your Browser Before Exiting a Count Entry: Please note that a User should never close their browser until after they have exited the count entry screen.