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1. BWRQUEM B S4 O lt 4 TurningPoint ctions System Manager Greate Physica D B General Ledger CP Frint Count Sheets E B Accounts Payable B Enter Physical Count Accounts Receivable calculate Cost Variance Inventory P Print Variance Report Transactions update Physical Inventory COUN paanannnnnnennennn seme Processes aon Reports Physical Inventory Assemblies Utilities Create a physical inventory work file for all active inventory items Inventory at all locations is then frozen and ready for comparison to the physical count Service items are not included in the work file B Setup Order Entry Shortcut Removed Logged into Sample2 as Administrator Sy TurninePoint 4 TM Sample Company Inventory E File Edit Administration Window Help z a aae aaax A a a turningpoint 4 SWXQUEM B f4 o TurningPoint Selections System Manager E Create Physical Inventory File F B amp B General Ledger Print Count Sheets F B Accounts Payable E Enter Physical Count Accounts Receivable calculate Cost Variance g a Inventory gt Print variance Report Transactions Update Physical Inventory Count Processes Reports Physical Inventory Assemblies Utilities Setup Create a physical inventory work file for al2. ESC Exit 10 of 26 Press 2 to scan items and enter quantities ID 7110850000013____ On the Tutorial Cheat Sheet find the codes that represent Binders and Folders at MAIN Scan each code with the Data Collection Terminal and record the quantity on hand For tutorial make up any on hand number you wish After you scan an item the scan button is disabled until you key in the QTY for that item If you scan an item and press the lt ENT gt enter key prior to keying in a quantity the Data Collection Terminal responds with a beep and waits for a quantity Once you have entered a quantity the Data Collection Terminal is ready for you to scan another item At any time you may also ESC and press F3 to revue previous scans During the revue process you can see how many items have been scanned since the last time the data file was erased You may also delete any data that was entered incorrectly so that it may be re entered There is an opportunity to edit the records after they have been uploaded to the computer At the time you scan an item assuming they are not in more than one Area it is safe to start selling the item again because it is the difference between the scanned quantity and the frozen quantity that is used for the inventory adjustment not the number that was scanned When you are done inventorying the Binders and Folders at MAIN upload the data from the Data Collection Terminal into your computer and then add t
3. Even if your goal is not perfection because you don t or cannot close down the Area being counted this method is still beneficial because it will minimized the time between the freeze and the count 18 of 26 Installation of Hardware amp Software i Inventory Installation Prerequisites 1 TurningPoint should already be installed on this computer 2 Your computer must have a free serial port to connect the dock to 3 To install some of the programs you need to know how to copy files from the supplied i Inventory CD to specific places on your computer or network hard drive If you do not understand how to do this find someone that does Picture of Data Collection Terminal data collection device 19 of 26 Installation of Data Collection Terminal Excerpts from the user manual for full text see the PDF file on the Unitech CD Install Main Battery 2 3 Remove the battery door from the HT630 by moving the screw from battery cover Insert the battery into the main battery chamber by putting the head 2 point sticking out into the locking position first Reinstalled the battery door and tighten the screw on the battery door again Charging Before using HT630 main battery and backup battery must be fully charged The HT630 is equipped with 3 7V 900m A H Lithium ion battery When you first time to use the HT630 for the operation please ensure to fully charge the backup battery and main battery for at least 12
4. hours There are 2 ways to charge the main battery and backup battery 1 Im Mount the unit on the cradle connect power adaptor from the back of the cradle to any power outlet During charging LED above power icon will be displayed red Once it is fully charged LED will be turned to green Or use the standard charging cable which is packed with one of unitech HT630 packages or you can order them separately together with the power adaptor Connect the power plug of the adaptor to the charging cable then connect the charging cable to the main unit Plug the power adaptor to power outlet the unit should be in charge The charging is completed when LED light is shown on green ortant Note to be followed step by step for backup battery chargin Steps to be followed while you start to charge the backup battery 1 Please use any coin or suitable tool to open the main battery door Before you put the main battery inside please be sure to switch on the backup battery 7 Once you switch on the backup battery then you can put the main battery to start to charge 20 of 26 Cradle There are two ways to charge the main battery via the HT630 charging communication cradle or a quick charging communication cable Cradle LED Icons 1010 The icon indicates communication When HT630 is transmitting data with the host computer LED will flash showing that the data is transmitting The icon indicates the charging of the
5. main unit When the main battery is in charge on the cradle LED will be shown red when fully charged the light will turn to green This LED light shows the power status of the cradle itself When the light is on it is indicated the cradle is powered on Power On After charging completely LED is turned to green and then you are now ready to turn on the unit Press on the keypad to turn on the HT630 Communication with the Host RS232 Connection through cable 1 6 Interface Ports The HT630 does its communication via RS232 communication port located in the back of the unit You can connect the unit via the communication cable to PC RS232 jack for data transfer or connect through cradle for communication 21 of 26 Effects of Overcharging Batteries Overcharging may occur when a Li lon rechargeable battery is charged in regular or quick charging rate after it has been fully charged but there is no risk of overcharging while charged in trickle charging rate A battery left to charge for several weeks may appear to have minimal capacity This type of failure can be remedied by temporarily depleting the battery of its power and recharging it to rejuvenate it This condition can be prevented by avoiding overcharging for a long period of time or always using the cradle to charge the batteries of terminal The cradle starts the charge process in the quick charge rate and switches to trickle charging rate when it detects the bat
6. mark all items that have not been counted as having been counted and as having a count of zero Zero Counted utility is free if you purchase i Inventory and sold for a nominal otherwise Serial Numbers amp Lot Numbers i Inventory handles serial numbers but it does not currently handle LOT numbers If you need support for LOTS please contact Total Business Ware When serialized items are inventoried only the serial number is scanned into the Data Collection Terminal You do not need to scan in the item number or quantity If a serial number is not unique the user is alerted and manual action can be taken For example if you have two different items each with the serial number 123 the Add Counts program would not know which item was actually inventoried A log file is created for your review so these exceptions can be dealt with using the TurningPoint Enter Physical Count routine 6 of 26 Tutorial Prerequisites 1 You should have already installed the software Instructions for installation of the Data Collection Terminal the programs on its CD and Add New Counts programs are in the document See the table of contents 2 The Tutorial assumes you have read this document from the Introduction to the Best Practices Your Data Collection Terminal comes with two i Inventory programs loaded on it If for any reason you need to re install these programs see Re Installing i Inventory on the Data Collection Terminal Th
7. Delay receiving of PO s Don t count inventory that is on hand unless its PO has been received Missing items Keep counting areas small and complete them quickly if you have people pulling orders or filling shopping carts Counting methods There are basically three different counting methods that you can choose from Close the doors and count everything Then open back up for business Close certain areas during counting See area types below Keep selling while you count Count small enough areas in a fast enough manner under the premise that the sales that occur in between the creation of the physical inventory and the count will be in consequential or the inaccuracies are tolerable as they would fall within an acceptable margin of error owp Area Types The areas you work with can be easily based on one or more of the following Range of Items Range of Product Lines Range of Locations Range of Bin Numbers VVVV If you cannot close your doors and stop selling during physical inventory or if you wish to cycle count parts of your business on different schedules then break your business down into Areas and create a Physical Inventory File for each Area See the Tutorial for more information As you can see Counting Methods A and B help you to do a perfect inventory Method C can get you close but you will be off by any sales returns or PO receipts that happened between creation of the Physical Inventory fr
8. Point this freeze file and the resulting inventory adjustments will not reflect the change so it is important to get the counting done before any sales are done Let s start by inventorying all Binders and Folders at the MAIN Location It could be said that our first Area is Binders and Folders at MAIN During a real inventory it may be helpful to draw a map of each Area The map could show all shelves that hold inventory and the order you would like them done It could also serve as a checklist to help insure no Area goes uncounted 9 of 26 Gathering Data i Inventory includes two different programs that are loaded onto your Data Collection Terminal gt F3 Serials Only gathers serial numbers only gt F4 Item Qty gathers Item or UPC Codes and Quantities Turn on the data collection terminal You should see the User Mode screen 1 RUN 2 TER a on o Spid If you don t see the User Mode screen displayed on your 7 CPY 8 SET device you are probably in the BIOS screen Press and hold the CMD button until and the User Mode screen appears If it does not please see the User guide on your Unitech CD User Mode Screen Select 1 RUN If necessary scroll through available programs using the arrow keys select HT630IIN exe press ENT button You should now see the i Inventory Main Menu i Inventory Main Menu 1 Scan Serial No 2 Scan Item wf Qty 3 Browse Del Scans
9. e program files are included on the 1 Inventory CD This tutorial is based on our own TurningPoint the sample company called Acme Enterprises Restore this data from the i Inventory CD into your TurningPoint accounting system The file is called TPAcmeEnterprisesData zip See TurningPoint F1 help if you require assistance restoring the company Since it is impossible for you to travel to our virtual office supply store to do inventory we have provided a Tutorial Cheat Sheet on the i Inventory CD Print this sheet and you will have bar codes that match our sample company You will scan the use these codes as if they were on inventory items during the tutorial The Tutorial Cheat Sheet intentionally includes some troublesome codes Scanning these codes will cause the Add New Counts routine to discard them and the reasons while apparent can be viewed in the log files notatMAIN FOOL notatMAIN 00002 Item not at MAIN location Orphan Code Item Not Anywhere 7 of 26 badcode shown below is an illegible code No bar code scanner can read it When you encounter a code like this you could type the text part into the Data Collection Terminal Use the red SH button to shift from number to letter input If you would rather not put alpha type codes into the Data Collection Terminal then just set the item aside and later use the TurningPoint Enter Physical Counts routine StaplerMINI O2 S0UGUZIG0 badcode 025500802565 upc 24 Co
10. eeze File and the time the item was counted With i Inventory and your Data Collection Terminal you can count faster and more accurately Using method A or B the Areas need to be closed for shorter periods of time if using method C the Area is vulnerable to discrepancy for a shorter period of time 4 of 26 Streamline the process with i Inventory Create Physical Inventory File the freeze file Use your Data Collection Terminal and count the first Area Upload data to Computer Then Add New Counts to TurningPoint Calculate Cost Variance Print Variance Report filter it to show only the Area you just inventoried Update Physical Inventory Counts The difference between the on hand level in the freeze file and what you scanned is posted against inventory as a receipt or issuance DNN This completes one Area Repeat steps 1 6 for each area Best Practices 1 Start by planning what areas will be used to manage your inventory a Make a list or map of your Areas Check each one off as it is inventory is completed b Areas cannot include inventory from more than one TurningPoint Location When data is sent from the Data Collection Terminal into TurningPoint the user assigns a TurningPoint Inventory Location to that data You must inventory one Location at a time See Tutorial for details c Make sure that each item is only in one Area at each location Or if an item is in more than one Area make sure that any time that item
11. ffee 130z Auto Drip 025500802565 shown above is a code that is related to a unit of measure Use of this code will add 796749001025 Columbian Coffee 130z Auto Drp into inventory in groups of 24 So if you key Qty 2 you would be saying that 48 of these are in stock This makes sense since the code 025500802565 would be for an entire case of 24 Here is what the item looks like in TurningPoint IN Setup Items Edit feo 1 General 2 UOM a Locations 4 Pricing 5 Substitutes 6 Vendors Item 796749001025 UPC Code aca ea sooo oof Stocking uom ea z 0 00 025500802565 Purchase UOM ea x Selling UOM 8 of 26 Acme Enterprises has three physical inventory locations MAIN Store 1 and Store 2 The inventory for our office supply store and is broken down into several TurningPoint Product Lines For the sake of this exercise we are going to assume the Product Lines are stored in separate physical areas at each TurningPoint Location similar to the way a department store would split its item into different physical areas in the store Each Product Line at each Location will be an Area to inventory In TurningPoint click gt Inventory gt Physical Inventory gt Create Physical Inventory File If prompted that one exists click YES to replace it with a new one This process creates a file that contains all of the current on hand values frozen in time If anyone sells an item in Turning
12. he counts from the uploaded data into the TurningPoint Physical Inventory file We will see how in the next section 11 of 26 Upload Data from Data Collection Terminal to Computer You may upload data from the Data Collection Terminal s to the computer as often as you wish If the same item is scanned more than once the Add New Counts routine will add the counts together in the Physical Inventory File If this happened inadvertently the counts can be edited using TurningPoints own Enter Physical Counts routine To upload the data from the Data Collection Terminal to the computer launch C JGPlus5 iInventory IuploadScannerToPC FXP Make sure scanner is turned on and connected to your computer via cable or cradle The inventory count file is moved from the portable device to your computer hard drive When the process completes the Data Collection Terminal will display UPLOADING OK Press any key At this point if you wish to edit or view the data on the computer you could open C JGPlusS iInventory IInvUpld txt with WordPad NotePad etc Use caution to not change the file format It must retain the file name and format in order for the Add New Counts program to be able to read it 12 of 26 Run the Add New Counts Program Run the Add New Counts program to add the counts to the TurningPoint Physical Inventory File Fill in the Add New Counts form like this SA Microsoft Visual FoxPro Lwiolleg File Edi
13. i Inventory for TurningPoint by Total BusinessWare Inc i Inventory for TurningPoint DAE OGU CUO 1 cet te tas aati hs tad Socata ccna terms edt earl a ota ace toed EA AE Ta 3 Will i Inventory work for my company ce sceseeeeseecsseceseeeeecesseecseeeeeeetaeesseecseeeeses 3 The TurningPoint Physical Inventory routine eee ee eeeesceesseceseceeeeeeseecsaeenseeseeeeenees 3 Co n ne me thodsissi i e e sr earns a eaae aa a e e ee asia 4 Area TYPES Sinks ny So sain E ies als ese EN E sao rats ache OE E E EET 4 Streamline the process with i Inventory lt 5 25cocsssassacats Soegach ds do scousdseqetediauadeds joraecynsocomsatoenees 5 B st PRA COS etna act e a e a A E E A a A R 5 Serial Numbers amp Lot Numbers sseeseesesessssessessesressessresressesstestenseenteseesseeseeseeeseeseeseessre 6 Dutra EE E E E EE 7 PrereguisiteSv nanea E A E EE tesa ado EE E Pee E 7 Gathering Data ssie n tr a a E eed asa es tia i 10 Upload Data from Data Collection Terminal to Computer ssseeeseseeseeeeeeseeeresrererseresee 12 Run the Add New Counts Program oseseseeseeesseeesesssereseeeesseesseessersseeeseeeeseeesseesseessee 13 Count the serialized inventory at MAIN ssssssssssesssessseesssersssessresseesseessseeesseessresseessee 16 Installation of Hardware amp Software eeseeseseesseseesseseresresseserssressessrerrensessresressreseeseresee 19 i Inventory Installation Prerequisites ss esssessesseesseeesseeesseess
14. int comes with the ability to print 8 5x11 sheets of bar coded labels for inventory items and there are other commercial packages available If you have serialized inventory you should be aware of how i Inventory handles serial numbers When serialized items are counted using i Inventory only the serial number is scanned If a single serial number is associated with more than one inventory item in TurningPoint than those items are handled using TurningPoints standard Physical Inventory process There is currently no support for LOTTED items If only part of your inventory is lotted you could use i Inventory on your non lotted items and use TurningPoints standard Physical Inventory process for the lotted items i Inventory can be used for annual inventory as well as spot checking or cycle counting parts of your inventory on a regular basis The TurningPoint Physical Inventory routine This section provides some background on the way TurningPoint handles physical inventory out of the box After a brief discussion on this we will cover some terminology and then move into how i Inventory streamlines the process Create Physical Inventory File the freeze file Print Count Sheets for desired area Count items on hand an enter that data onto count sheets Enter data from count sheets into TurningPoint Calculate Cost Variance Print Variance Report Update Physical Inventory Count The difference between the on hand level in the f
15. is counted you count ALL of it in all Areas at the location you are working prior to running the Update Physical Inventory Count routine See FOOTNOTE Items found in more than one area below 2 Always print the Variance Report and review missed items and exceptions You can easily do this by changing the level of detail on the report format 3 When working by Area make sure you run the Variance Report for ALL Items Product Lines Locations and Bins with the Level of Detail set to Exceptions Only prior to doing the Update Physical Inventory Count routine This way you can review every change that would be made before it is made and while you still have time to make easy corrections 4 Theon hand counts in the Imported Data Collection Terminal data always get added to whatever is in the Counted Qty field in the Physical Inventory File 5 Check the log file after each Import of Data Collection Terminal Data Each time you import Data Collection Terminal data into the TurningPoint Physical Inventory File an import log will be created It MAY contain items that need your attention New log files are created with each import See Log Files amp Backups below 6 More than one Data Collection Terminal unit can be used at a time on a single computer Items found in more than one area If you have items that are found in more than one Area and they are in the TurningPoint database under ONE LOCATION you need to inventory all of tha
16. l active inventory Order Entry items Inventory at all locations is then frozen and ready for comparison to the physical count Service items are not included in the work file 1shortcut added Logged into Sample2 as Administrator eee a eee one AEN ea Shortcuts added to TP this way are user specific you must log on as each user and repeat the process if you want the shortcut available to others Do not drag the file itself into the Turningpoint Selections Area You must drag in a shortcut to the file 23 of 26 Re installing i Inventory on the Data Collection Terminal Data Collection Terminals typically ship with custom application s pre loaded If you ever need to re install the programs follow these steps Copy ilnventory folder and sub folders from the CD to your C drive Run C iInventory Programs 10_ptcommins v4 8 71023 exe Install PTComm to the default folder c PTComm Make sure your scanner is connected to your computer and powered up Also make sure PTComm application is NOT already running Run C iInventory Programs DownloadProgramToScannerIICOM1 exe or C iInventory Programs DownloadProgramToScannerII1COM3 exe Depending on which COM port your scanner is on Optionally you can drag and drop files to the scanner via PTComm Launch PTComm and click gt Transfers gt Connect portable Choose Model and appropriate COM port check Auto Detect and click OK The software shou
17. ld detect your device and display information about it and an interface for drag and drop gt lt Pp ae Eile Transfers Yiew Help geasa EB ge Drives J Floppy A amp Local Disk C AcmePOs apps O00 a Config Msi Documents and Settings inventory Backups Data Programs i 10_ptcommins v4 8 71023 exe 13 723 310 Application Dy DownloadProgramToScanner frg exe 24 724 Application FOXUSER DBF 665 Microsoft Visual F FOXUSER FPT 704 Microsoft Visual F EJ HT6301N ExE iz 3 187 Application Fo LINVONLD JOB 283 Task Object E invDnidScript txt 253 Text Document Feo LINVUPLD JOB 247 Task Object E invUpldScript txt 233 Text Document E JE636 EXE 41 652 Application Dy UploadScannerToPCIl exe 25 247 Application O Intel JePluss O inventory icc Samples E _DEISREG ISR 147 ISR File a BConvert exe 176 183 Application Lill Ff Portable HT630 BB pte30n exe IB aN exe D iENs Loc 24 of 26 If your scanner is not recognized by PTComm follow these steps 1 Make sure device is plugged into serial port and AC power 2 Turn device on 3 Reboot computer while device is turned on Log Files amp Backups Each time you run Add New Counts a log number is generated and log files are created The log number is added onto each files name so that they are related unique and do not get overwritten the next ti
18. me you run the program The log number is sequential and is date seconds since midnight 20051201 3068 is 3068 seconds past midnight on December 1 2005 When running Add New Counts In the c UInventory Backups folder InvUpld txt is backed up to InvUpld lognumber txt TurningPoint Physical Inventory File is backed up to inPhysicalCount lognumber dbf In the c iInventory Data folder If Item amp Qty data was used a log file called QTYReport lognumber xls is created If Serial data was used SerlReport lognumber xls is created The files that end in XLS are Microsoft Excel format If you do not have Excel and you wish to view these files you may download a free viewer on Microsoft com You can and should manually delete or archive the log and backup files as you see fit Sample log files A B_ C D E 1 jitemcode counted description flag upc_uom 2 notatMAIN 12 Item not at MAIN location Scan Not Found at Main 3 076711003531 48 Binder Econ 3 Ring 1 2 black 4 796749000790 12 Mr coffee dix drip filters 5 abc004 7 Scan Not Found at Main 6 796749001025 48 Columbian Coffee 130z Auto Drp 2 case s of 24 Rules and Error Handling If multi locations turned on we make sure you they have no inventory at the ALL location If you do we dump a list out to a text file Check for multi location flag and set filt to locid 1 this is always the ALL record 25 of 26 inphysicalcount and inlocation If
19. reeze file step 1 and what you entered step 3 is posted against inventory as an adjustment SIO ON G2 Noes You could do steps 1 7 once for the entire business In affect using only one area or you could split the inventory into Areas and complete 1 7 for each Area preferred For more information see Counting Methods and Areas below The Physical Inventory File keeps track of the inventory that was on hand when the file was Created This frozen on hand quantity is later compared to the counted quantity The difference between the two numbers is used by the Update Physical Inventory Count routine to make an inventory adjustment Any quantities of the item issues or received in the time between the creation of the Physical Inventory File and the physical count will 3 of 26 result in an on hand discrepancy Any inventory issued or received after the count will be handled appropriately The following any inventory activity that occurs between step 1 and 7 can adversely affect the accuracy of your count This includes Sales Invoice Returns Credit Memo Receiving Purchase Orders PO s Missed items Missed items are items you forgot or couldn t count Perhaps they were in staging areas waiting to ship or shopping carts waiting to be sold To minimize the impact of these things avoid the following during steps 1 7 Recording invoices Sales and returns only affect on hand counts after you record them
20. ressersserssseeesseesseesseesset 19 Picture of Data Collection Terminal data collection device e cc eeeeceeesteeeeteeeeeteeeees 19 Installation of Data Collection Terminal 00 cece eeesceeeseeeceeececeeeeeeeeeeeceeeeecseeeeeeeeeees 20 Installing SoftWare sesine tensen aly soacdesy a shave EE E EEEE OTE AS ETS 22 Re installing i Inventory on the Data Collection Terminal eeseeeeseeresreeseereeereereee 24 Los Files amp TAC US Tiie ice Jae ayaa ts Late tial creat de ccna santa E E E EES 25 Rules and Error Handlings eeina a EETAS E ESES 25 Support and contact information ssessesssessseetsseeessressresseeeseessseesseesseesseessseessseessresseesset 26 2 of 26 Introduction This program is designed to work with and like the TurningPoint Physical Inventory process The difference is that with i Inventory the item counts are gathered scanned in using a portable data collection device with built in bar code scanner With the standard TurningPoint process the counts are gathered on paper Will i Inventory work for my company To use this product you need to have bar coded inventory It does not ALL have to be bar coded The items that are not bar coded can be inventoried using TurningPoints standard process in conjunction with i Inventory The inventory bar codes can be stored in TurningPoint as Item Codes and or UPC s on the UOM tab If your inventory is not bar coded you could consider bar coding it TurningPo
21. rial numbers found at MAIN on the Cheat Sheet When you are done scanning serial numbers dock the Data Collection Terminal upload the data to the computer and then add the counts into TurningPoint just like we did previously The Add New Counts program does several things 1 Backs up the IIncUpld txt file Backs up the TurningPoint Physical Inventory File prior to making changes to it 3 Adds the Data Collection Terminal counts to any existing counts in the Physical Inventory file 4 Creates several log or report files on your hard drive See Log Files amp Backups for details 5 Since serial numbers are involved it checks TurningPoint for duplicates If the scanned serial number is found more than once in TurningPoint at the Location being worked the count is discarded since the routine would not know which item was scanned These items should be handled by using TurningPoints own Enter Physical Counts routine You can see the discarded counts when you review the Log files or TurningPoint Variance Report Since the Add New Counts program ran without error you should erase the data that is on the Data Collection Terminal because you do not want that data added into the counts a second time When you think you have all the items serial and otherwise at Location MAIN counted go into TurningPoint and Calculate Cost Variances and then print the Variance Report This report shows the results of the inventory When you print the Va
22. riance Report you should limit its output to Location Main and check the box to Print Serial Numbers 16 of 26 yY Run the report for Missed Items Only to see the inventory in this Location that still needs to be counted y Run the report for Exceptions Only to see just the items that have been counted where the counts would result in inventory adjustments yY Run the report for All Entries to see every item in the Physical Inventory File You can re Calculate Cost Variances and re run the Variance Report as needed To edit any of the Counts reflected on the Variance Report use the TurningPoint Enter Physical Counts routine When you run the Variance Report for items at MAIN in all three different levels of detail and the output looks acceptable you are done with Location MAIN Now repeat the process for Store 1 and Store 2 For Review This process consisted of three main steps steps 1 Gather the data on the Data Collection Terminal 2 Upload data to computer 3 Use Add New Counts to add uploaded data into TurningPoint Eventually you would be able to run the Variance Report for All Items All Product Lines All Locations All Bins Level of Detail All Entries and all the lines on the report will look acceptable At this point all counting is done Now you may Update Physical Inventory Counts in TurningPoint This step creates the inventory adjustments in the accounting system Upda
23. s done 16 62 48 seconds Press any key to continue Record EOF 3 Exclusive The Add New Counts program does several things 1 Backs up the IInvUpld txt file the data that last came from the scanner Backs up the TurningPoint Physical Inventory File prior to making changes to it 3 Adds the Data Collection Terminal counts to any existing counts in the Physical Inventory file 4 Creates several log or report files on your hard drive See Log Files amp Backups for details This process consisted of three steps 1 Gather the data on the Data Collection Terminal 2 Use XFER32 to upload data to computer 3 Use Add New Counts to add uploaded data into TurningPoint Repeat this process for all of the remaining Product Lines at location MAIN Do not do the last page of bar codes these represent serialized items at MAIN and we will deal with them in the next section You do not have to upload the data once for each product line You could scan all the items in all the remaining product lines at MAIN and then upload once 14 of 26 At this point you should have vY Scanned all the remaining non serialized inventory at Location MAIN v Uploaded it all into the computer v Run Add New Counts Now we can move on to count the serialized data at MAIN 15 of 26 Count the serialized inventory at MAIN On the Data Collection Terminal i inventory Main Menu select 1 Scan Serial Number ESC Main Menu Begin scanning se
24. someone accidentally inventories serialized product using the F4 program the data will be automatically discarded by the Add New Counts program Those items will later be re inventoried using the F3 program The discarded items are listed in the import XXX log file and they will also show up on the Variance Report until they are properly inventoried The following dialog will display if you try to upload data from portable terminal and there is no data file to upload x Batch file name C IINVENTORY DATAVINVUPLD JOB Baud rate 19200 Batch start Echo Upload data file IInvUpld txt for HT 630 Cancel Communication Error File A lInvUplid txt not found in the portable Error Upload failed error occurred in file transfer delete is canceled Error Batch error End batch error wom Click Cancel Button and close the dialog using red X other choices are harmless but not helpful either Support and contact information For support contact your Red Wing TurningPoint dealer or Total BusinessWare Inc 952 447 6624 or www totalbusinessware com Savage MN 55378 26 of 26
25. t Window Help To Transfer Count Data To TurningPoint Type in Company Code ACMEENT Type in Location Code MAIN Inferred Item Lookup Y N y then lt Enter gt Leave Either Blank to Quit If Inferred Item Lookup Y N is Y The program will strip leading digits off scans that were 11 digits long that did not exist in the TP data and see if there is a 10 digit code to use Example You scanned an item on the Data Collection Terminal and as 01234567891 but in TP that item is actually stored as 1234567891 if Retry is set to Y the program will find the item Press lt Enter gt to run the Add New Counts program 13 of 26 When the program finishes running it will display some additional data as well as Press Any key to continue You need not make note of the additional data it is explained in detail in this manual in the Log Files amp Backups section To Transfer Count Data To TurningPoint Type in Company Code ACMEENT Type in Location Code MAIN Inferred Item Lookup Y N Y then lt Enter gt Leave Either Blank to Quit start 16 62 48 start 16 62 48 Physical Inventory File backed up to C JGPlusSNilInventoryNInPhysical Count 26696386 7 57768 DBF Collected data backed up to C JGPlusSNilnventoryNi invup 1d26696367 57768 txt Import Completet See C NJGPlusSNilInventoryNQTYReport 26696367 57768 xIs for details Import Completet See C NJGPlusSNilInventory Ser Report 26696367 57768 xIs for detail
26. t item at the same time For example you have a retail store and you have Widgets on their normal shelf as well as some on a temporary end cap display Make sure to inventory scan both places before running the TurningPoint Update Physical Inventory Count routine This can be done as multiple scans into the Data Collection Terminal If the same item is scanned more than once Add New Counts program adds the counts together Running the TurningPoint Variance Report for Exceptions Only and then for Missed Items Only will often help you find items of this nature Force Counted Quantity The Physical Inventory file is always created for all items at all locations Since it would be rare for any business to be able to actually count all items at all locations at one time the Enter 5 of 26 Physical Counts routine offers help Each time you exit the routine you will receive a prompt like this if you haven t entered counts for everything Confirmation Required 7 Some of the selected items do not have a counted quantity entered Force the counted quantity to equal the expected quantity for these items Answer No if you are going to return to this process later to enter more counts Zero Counted Items If you have a large number of items that have on hand quantities in the system but you no longer have in stock you may be interested in our Zero Counted routine It looks into your TurningPoint Physical Inventory file and
27. te Physical Inventory Counts in TurningPoint only updates the items that were counted This is true regardless of whether the item was counted with the Data Collection Terminal or by hand and later keyed into TurningPoints Enter Physical Counts routine Tip If your inventory takes a long time consider creating multiple Physical Inventory Files one for each Area Each time you create a Physical Inventory File it has one record in it for each item at each location If the items are serialized there is one record for each serial number for each item at each location Even though the file always contains all items only the items counted will be updated when you run the Update Physical Inventory Count routine 17 of 26 The Variance Reports will still be used but you can filter them to reflect only the Area being worked The key to making this work is keeping track of the Areas inventoried on a map or worksheet The work flow would break out like this 1 Create a Physical Inventory File 2 Scan one area of the business Transfer the data to the computer and add the counts into TurningPoint 3 Calculate Cost Variances 4 Update Physical Inventory Count only the counted items are updated 5 Repeat steps 1 4 for next area This makes it easier to have a perfect inventory You only need to stop using inventory in the Area being counted because when each Area is done you are going to create a new Physical Inventory freeze file
28. tery is fully charged Installing Software Copy ilnventory folder and sub folders from the CD to your C drive Run C iInventory Programs 10_ptcommins v4 8 71023 exe and install PTComm to the default folder c PTComm Installing the Add New Counts Program into TurningPoint In TurningPoint on the main menu Click gt Administration gt Change Data Locations Note the location of your TurningPoint System Data Folder Then Click Cancel Data Location Location of Application Data The application needs to know where to find its data files Please fill in the correct l Reports t turningpointreports a Custom Reports t turningpointicustom_reports a Export Path t turningpoint ser Copy Add New Counts exe from C iInventory Programs into your TurningPoint data folder To copy files click your Windows My Computer icon and use Windows Explorer If you are not familiar with Window Explorer find someone that is search Windows help for copy files or call for support 22 of 26 Once the file is located in the TurningPoint System Data folder RIGHT not left click on the file and click gt Send To gt Desktop This will create a shortcut on your computer desktop The shortcut will look something like this Optional If you want the shortcut to appear in TurningPoint drag it with your mouse from the Desktop and drop it into the gt Inventory gt Physical Inventory gt Selections area
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