Physical Count
This self-paced lesson is designed for the users of CounterPoint SQL who need to understand how to use the physical count functions in CounterPoint SQL to update item quantities in your database so that they reflect the actual quantity you have in stock. In this training lesson, you will learn:
- When and how to create a physical count transaction for each item that will be counted
- How to print a Physical Count Worksheet in order to record the counted quantity of each item
- How to manually enter the counted quantity of each item into its physical count transaction
- How to import the counted quantity of each item, after collecting the quantities using a handheld data collection device
- How to print the Physical Count Edit List to review the physical count transactions prior to posting them
- How to print the Physical Count Edit List to show quantity and value variances for the counted items
- How to post physical count transactions for counted items so that item quantities in the database are adjusted
- How to post physical count transactions for uncounted items so that the quantities in the database are set to zero
- How to remove physical count transactions that were created in error or that are outdated
The lesson contains demonstrations and activities that simulate use of each activity in CounterPoint SQL exactly as you would if you were actually in the application itself. Learning Checks at the end of each topic help you to evaluate what you have learned.
Approximate Length: 1/2 hour
