It is very important to understand that running the Inventory Reconciliation Report following these specific instructions will remove all stocked quantity for all Eyeglass Frames. It will not remove the Eyeglass Frames from your frame catalog in the Inventory module, only the physical inventory stocked quantity totals.
Instructions
Create Reconciliation Report
- Access Inventory > Reconciliation.
- Click the + icon.
- Select Eyeglass Frames from the Category dropdown menu.
- Input a Report Name, (e.g., Zero Out Physical Inventory).
- Click 'Create Report.'
- A "Success" message displays that indicates your report is being processed. The report will take approximately 30-60 minutes to be available. A message is sent to your Messages module with the subject "Reconciliation Report Requested."
- When the report is ready, a message is sent to your Messages module with the subject "Reconciliation Report Created." Access Inventory > Reconciliation. The newly generated report displays with a Status of "New."
Zero Out Physical Inventory
- Access Inventory > Reconciliation.
- Single click the appropriate report. Notice you are in the tab for "1. Count."
- Click 'Finished Counting.' Note: Do not create a batch.
- A Confirm Finished Counting message displays - click 'Finished Counting.'
- Click 'Finished Reviewing.' Notice you are in the tab for "2. Review."
- A Confirm Finished Reviewing message displays - click 'Finished Reviewing.'
- The reconciliation process is complete. The quantity changes will be adjusted within approximately 30-60 minutes. A message is sent to your Message module that indicates the reconciliation request has been submitted. When the reconciliation is complete, a message is sent to your Messages module.
Additional Information
To verify your inventory quantities have been changed to zero:
- Accesss Reports > Inventory > Inventory.
- In the Category field, select Eyeglass Frames.
- Click 'Search.'
- The results grid displays your inventory with the quantities in the Stock column at zero.