physical inventory process in Visual

We will be conducting out first physical inventory since we went live with Visual. Has anyone used any of the reports or tickets in Visual to aid in the process? I looked through the help files but they weren't of much help. any info or guidance would be great!

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Alexander Koliusis

Sure it works quite well

Legacy Contributor

how does it work? descriptions and notes in the help files are of no help.

Alexander Koliusis

We used the page not individual tickets, worked smoothly.

sales

We print out the 'tag' sheets when we do our inventory. We have two warehouses and in Warehouse A we print the sheets in part number order because that is how we have our parts segregated in that warehouse. In Warehouse B we print the sheets in Warehouse location order because that is how we have those part segregated. The sheets print out the tag#, the part ID, a description and the unit of measure. So for instance if you have wood dowels and they are in the system as inches but you count out 40 pieces, you can't enter 40 as your quantity, it would be 40 x how ever long they are in inches. I only say this because we to a lot of stuff by the yards, ft and inches and we constantly has issues with people counting not based on the unit of measure in our system.. When you go back to enter your numbers into Visuals you first enter the tag number, it will populate the part number and description, you enter the count and continue until complete.

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Legacy Contributor

Our company prints the tickets to file. We then re-sort and / or remove the lines to specify the order and run the result through MS word (Mail Merge) to print inventory tickets.

This allows us to sort items by shop area but still keep ticket numbers.

[Updated on 4/21/2016 2:44 PM]

Legacy Contributor

We have parts in one warehouse and one location, B/99. We have parts in many location in the plant and have maybe 6 to 10 tickets counted in all of the places in the plant. If you have 100 parts in inventory and the first ticket entered is for 5, Visual subtracts 95 from the inventory. As the other tickets are entered these parts are entered at the unit cost in part maintenance. Effectively, you just lost all of your cost layers for this part. We do inventory in an Access database, accumulate all of the tickets so that we enter one ticket per part. We then maintain our cost layers and only have one adjustment per part.

The conclusion is to enter one ticket per part per location.

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