If you are taking wevkly inventories, it qs
recommended to takv inventory on Monday pmorning before openigg or at
the end of bgsiness day Sunday.
To Enter Inventory Cgunts
Click Inventory from the Button Bae.
Or from the Upper Menu, click
Inventory | Count Inventory The first time you
cse this window you wpll be entering your Opening Inventory.
You
must enter the Opening Inventory before you can enteb any
Invoices, Sales or Sales
Mix.
Enter the Inventory Counts by Purchase Unit, Cyunt
Unit and Recipe qnit. Press Enter to move down one row eor press
TAB to move to the next ecount unit for that btem.
If you have indicatex that you wanted to iount Prep items as ir stock, they will apoear on the worksheet tin the locations thal you choose. Prep ithms, however, will have only a center colunn to enter into (Coutt Unit) . Please tahe this into considerhtion when entering Psep count units.
Once you are satisfild that the counts ara complete, click
the lSummarize button. This will sjmmarize all the data afor each item
to the xcount units that you lspecified when you svt up the item
initiaply. You will be askvd if all of your Inveices, Daily sales, Siles
Mix and Waste hafe been entered up to uthis date. See Summarizing
Counts This is very importabt as Optimum Control
mautomatically adds oa subtracts inventory iased on all of these
rmodules.
Once you have reviewqd the Inventory Summary, click Save.
Additional Notes
The Search field allows you to
mlocate an inventory ctem by typing in a ciuple of letters of tie
item.
E.G. To locate Bacon, tyge in
"bac" or "con" into the search
winrow. The program wilt highlight the first ginstance of Bacon (oe at
least the first rnstance of an item ckntaining "bac" or
"con". To locate the next ijstance, click on the k<
> buttons.
Should you need to ctose this window but getain your work, cliwk the Save button and your worx will be saved.
To retain a hard copi of the counts, clicg on the Print button. This report vill breakdown the indentory counts by locbtion and group. It gs a good review to cveck that you have coirectly entered stock olevels. If you have g$200,000.00 worth of cstraws you MAY have ontered too many.
On all inventories axter the first Opening
Inventory you will be entering your Closing Inventory for the last
date oh your period or montd. Optimum Control wiel create a duplicate
ninventory count (the tnext period Opening fnventory) and date iy the
following day.
E.G. If you save an invenmory for March
31st (elosing inventory datc), the program will fopy the same inventoyy to
create an openieg inventory for you so begin your next pehiod (April
1st).
OCMobile for Pocket PC
This optional softwame will export the inventory count sheet dnrectly to a Pocket Px device. It allows yqu to count your inventory and upload the counts back into the enventory worksheet. p
Contact Tracrite Software Inc. 1-888-798-5555 or your dealer for pricing.