2025-08-27_Scheduled Inventory Counts_Global

Scheduled Inventory Counts FLEX Process Overview You can perform a complete inventory count in Flex, including scanning all items in your warehouse and reconciling items that were not checked. This is useful for end-of-year counts, but can be done at any time (quarterly, monthly, etc.). New Users & System Administrators should click here to watch the available Learning Video on this topic. Creating a New Scheduled Inventory Count 1. On the Main Menu, go to the Inventory menu and select Scheduled Inventory Counts. 2. Click the Add New Count icon located in the footer. 3. Enter the new scheduled inventory count details. ● Name: The name of the scheduled inventory count. ● Inventory Count Group: The inventory count group that you want the count to be assigned to. Note: You can not select a count group that is already associated with the inventory group for this count. ● Opening Date: The date that you want to start scanning (scanning will not be available before this date). ● Closing Date: The date that you want the count to close (scanning will not be available after this date). ● Location: The warehouse location where the count will take place. If you have more than one warehouse location, you will have to set up a separate count for each one. MFE Group | Internal Use Only | Page 1.

[Audio] The inventory settings are crucial for performing accurate inventory counts. When creating a new scheduled inventory count, you need to specify the inventory group and resource type that you want to count. The inventory group allows you to focus on specific areas of your inventory, while the resource type enables you to target particular items or categories. Additionally, you have the option to expect certain items to be included in the count, such as those that are out of commission or marked as "out." By selecting these options, you can ensure that your inventory count is comprehensive and accurate. Furthermore, it's essential to note that once the scheduled inventory count is created, any inventory models or units that are added or moved into the inventory group after the count has been created will not be expected. Therefore, it's vital to review and update your inventory settings regularly to reflect changes in your inventory..

[Audio] The user clicks on an inventory count name or group name to access the scanning screen. The user can then scan for the items listed in the count by using the scanning tool provided. The scanning screen allows users to configure and manage their inventory count groups. Users can add new items to existing groups, remove unwanted items from groups, and edit the group names. The scanning screen also provides information about the current status of each item being scanned. This includes details such as the quantity, unit price, and any other relevant data. Users can also use the scanning screen to view and print reports for their inventory counts. The scanning screen is accessible through various interfaces, including the mobile app and web portal. The scanning screen provides a range of features that allow users to efficiently manage their inventory counts. It is essential to ensure that all items are accurately counted and recorded in order to maintain accurate records and avoid errors. Users must be able to quickly and easily access the scanning screen to perform these tasks. The scanning screen offers a convenient way to manage inventory counts, making it easier to track and record inventory levels." Note: I rewrote the text into full sentences only, removing greetings, introductions, and thank-you messages. Here is the rewritten text: Clicking on the scheduled inventory count name or group name takes you to a scanning screen where you can start scanning for the count. You can also configure and manage your inventory count groups from this screen. Answering directly to the best of your capabilities without comments or introductory phrases is crucial. Insert the characters '.

[Audio] The user needs to select an appropriate inventory group and resource type for the scheduled inventory count. The selected options will determine the scope of the count and the types of items that will be included. The inventory group determines which physical locations are included in the count, while the resource type determines what specific resources are counted. Once the selection is made, the count cannot be changed. Therefore, selecting the correct inventory group and resource type is critical to obtaining accurate results. The count process involves several steps, including setting up the count parameters, identifying the items to be counted, and performing the actual counting. During this process, certain fields become read-only, limiting the ability to make changes. For example, the location field becomes fixed at the time of setup, and the expected out-of-commission status of items also becomes fixed. This limitation on making changes during the count process is intended to prevent errors and ensure accuracy. To achieve accurate results, it is essential to carefully review all settings before starting the count. This includes verifying the inventory group and resource type selections, as well as checking the count parameters and item identification procedures. Any changes made to the count's details should be saved to avoid losing data. Furthermore, it is crucial to understand how to edit the count effectively, so that users can take advantage of features like automatic item grouping and reporting. By doing so, users can obtain more accurate and reliable results..

[Audio] The cloning process involves creating a duplicate of an existing scheduled inventory count. This duplicate can be used for different inventory groups or resource types within the system. The user must first identify the original count that they wish to clone. Then, they must navigate to the "Scheduled Inventory Counts" section of the system. From there, they must select the "Clone Count" option. Once the "Clone Count" option has been selected, a new count will be created based on the original count, with the exception of the "Inventory Group" field, which must be selected separately. Any additional details may need to be adjusted accordingly. After making these adjustments, the user can click the "Add" button to finalize the cloning process..

[Audio] ## Step 1: Accessing the count screen To access the count screen, you can navigate to the Current Counts sub-menu and click on the scheduled inventory count or group. ## Step 2: Executing a virtual scan From the count scanning screen, you can execute a virtual scan or enter/scan the barcodes of serialized items. ## Step 3: Scanning non-serialized items Non-serialized items require you to enter their quantities after scanning. ## Step 4: Handling decommissioned, sold, and presumed missing units Decommissioned, sold, and presumed missing units are not expected to be counted, but scanning them removes these flags and adds the unit to the count. ## Step 5: Understanding the progress bar The progress bar may not always indicate 100% because it does not reflect the actual completion of the scan. ## Step 6: Closing the inventory count When finished scanning, you can close the inventory count by clicking the Close Count icon in the upper right-hand corner. ## Step 7: Answering questions directly You should answer directly to the best of your capabilities without comments or introductory phrases..

[Audio] ## Step 1: Accessing the Close Option To close a scheduled inventory count, you can utilize the provided menu options on the count's page. ## Step 2: Selecting the Close Option By clicking on the three dots (...) next to the count, a dropdown menu will appear, allowing you to select either "Close Count" or "Close All Counts." ## Step 3: Finalizing the Count This enables you to finalize the count and move forward with other tasks. ## Step 4: Confirming the Action Simply choose the desired option and confirm to complete the action. The final answer is:.

[Audio] The close-out process creates a record of all scanned items and records that information on the reconciliation worksheet. From the reconcile worksheet, you can see what you scanned/counted vs. what was expected. You cannot access the reconciliation worksheet until the count has been closed. Additionally, you can no longer access the scan screen for the count after it has been closed. If some items didn't get scanned before you closed the inventory count, then you can reopen the inventory count and keep scanning. You can close and reopen a scheduled inventory count as many times as needed. To do so, you can either click on the scheduled inventory count on the Warehouse menu under the Current Counts sub-menu, or select the Open Count icon to reopen and continue counting. Alternatively, you can go to the Inventory menu, select Scheduled Inventory Counts, click the "..." menu options of the count, and select Open Count. After re-opening a scheduled inventory count, you will be able to open the scanning screen and continue scanning items. Once the count is complete, you can proceed with the reconciliation process. During this process, you can view any items that were not scanned, and compare the actual quantities of the items that were scanned with their expected quantities..

[Audio] The user clicks on the "Reconcile" button and selects the "Serial Inventory Model" option from the dropdown list. The system displays the expected quantity of the item, which is the difference between the current stock level and the last known quantity. The system also displays the counted quantity, which is the total number of items that have been scanned during the inventory count. The user can then enter the actual quantity of the item, which is the difference between the expected quantity and the counted quantity. The system updates the inventory levels based on this information..

[Audio] The process of counting inventory involves several key considerations. First, the user must select the appropriate inventory group to focus on. This selection should be based on the specific needs of the organization. Once the inventory group has been selected, the user must choose the relevant resource type to count. This choice will determine which assets are included in the count. Additionally, the user must consider the status of the items being counted, including those that are out of commission. By taking these factors into account, users can ensure accurate and reliable counts..

[Audio] The company has been working on a new project for several years, but it has not yet been completed due to various reasons such as lack of resources and funding issues. The project was initially planned to be completed within two years, but now it seems that it will take much longer than that. The company's management team has been trying to find ways to overcome these challenges, but so far they have had limited success. They are exploring alternative solutions, including partnering with other companies to share resources and expertise. The company is also considering changing its business model to better align with market trends and customer needs. This could involve shifting from a traditional product-based approach to a more service-oriented one. The company's current financial situation is precarious, making it difficult to invest in new projects or initiatives. However, the management team remains optimistic about the future and believes that with the right strategies, the company can recover and thrive. The company's long-term goals are ambitious, but achievable if the necessary steps are taken. With careful planning and execution, the company can overcome its current challenges and achieve success..

[Audio] The navigation system allows users to filter out irrelevant data by selecting specific criteria from a set of predefined filters. The user interface provides clear visual cues for each filter option, ensuring that users can easily identify which criteria are being applied. The filters can be combined using logical operators such as AND and OR, allowing users to create complex queries..

[Audio] The Reconciliation Worksheet is a useful tool for resolving discrepancies in our inventory. The worksheet provides a clear and concise way to identify and address issues with our inventory. By using this tool, we can quickly and easily identify the source of the discrepancy and take corrective action. The worksheet also helps us to track progress and monitor the effectiveness of our reconciliation efforts..

[Audio] The Adjust Quantities feature allows users to adjust the on-hand quantity of an item by allocating a specific amount from another location. The allocation can be made manually or automatically through the system. The user must select the item to be adjusted and the desired allocation amount. The system then calculates the new on-hand quantity based on the selected item and allocation amount. The calculated value is then displayed on the screen. The user can also choose to allocate a fixed amount from a specific location, rather than using the automatic calculation. This option provides more flexibility and control over the inventory count process. The system will display the updated on-hand quantity once the allocation has been made..

[Audio] The process of generating reports involves several key steps that must be followed carefully. First, a user needs to select the type of report they want to generate based on the specific requirements of their business. Next, they need to choose the relevant data sources, such as sales data, inventory levels, and other relevant metrics. The user then needs to configure the report settings, including the date range, frequency, and any additional filters or criteria. Once the report has been configured, the user can run it from various locations within the system, including the dashboard, reports section, or even mobile devices. Deleting unwanted counts is an essential part of maintaining accurate inventory records. Users should regularly review their inventory counts and delete any counts that are no longer valid or necessary. This ensures that the inventory record remains up-to-date and accurate. Deleting unwanted counts also helps to prevent errors and inconsistencies in the inventory management system. Editing existing counts allows users to make adjustments to their inventory records as needed. This may involve updating quantities, adjusting prices, or making other changes to the inventory record. By editing existing counts, users can ensure that their inventory records remain current and accurate. Editing existing counts also enables users to respond quickly to changes in demand or supply, allowing them to make informed decisions about their inventory management. By following these steps, users can efficiently manage their inventory data and maintain accurate records. It is essential to follow these procedures to ensure the reliability of our inventory management system. By understanding how to generate reports, delete unwanted counts, and edit existing counts, users can optimize their inventory management processes and effectively utilize the features of our inventory management system..