Count and Reconcile Inventory
Question:
How do I go about recording the inventory I've counted, then post the adjustments for the month end?
Answer:
The first two videos below cover the foundational process for counting and posting. The third video shows how to import your inventory counts by batch from Excel, then post them. By importing the counts by batch, you completely bypass the tedious process of selecting which batches to add and remove.
Inventory Counting
Inventory Posting
WARNING about Batch Selection
When selecting the "Out" batches in the Batch Number Posting screen, you MUST change the Display Available Batches drop down (in the lower left) to "Current Date". This has to be done for every single "Out" row in the Batch Number Posting in order to select batches that are actually in stock. After you update a row with the batch numbers you're selecting to remove, the next row you select will window will always default to "Count Date", which may prevent you from posting your adjustments as those batches may not be in stock. Inventory in OBeer is in "real-time" meaning that quantities are adjusted from what is currently in stock. The screen shot below illustrates this scenario.
Inventory Counting by Batch Import
Exclude inactive items
If you wish to have your inactive items excluded from the count in the Item Selection Criteria Window, do the following:
1. Open item choose from list
2. Click form setting and show active column
3. Click filter icon (first icon to the right of the green first/last document arrows) and set the Rule column to Equal and Value to Yes.
