New Physical Inventory Process

This will help show the new process on how to take a physical inventory inside the OTS application. The Process will look very similar to you with just a few minor changes listed below. Please follow the steps below to review how to process a Non-Blind Inventory

1. Tap Day End
   
2. Tap Yes, to start day end.
   
3. making your way to the Physical Inventory Screen
   
4. This is where the process is going to change. Now you will see all the items in your Inventory Pre-populated with the Current On-Hand Inventory amounts
   
5. Instead of you entering in each item QTY line by line you will now just need to go down the list to verify that the quantities are correct.  You have three options to do from here
   1. Agree that the quantities are correct and POST the inventory
   2. Adjust the item quantities that are wrong either Positive or Negatively as needed
   3. Add items that are not even on your list

Option 1: Agree that the quantities are correct and POST the inventory.

Option 2: Adjust the item quantities that are wrong either,  correct as needed. in this example, the original amount for 514-540- PG10.5 Big Bang was 6 cases, there physically only had 6 cases and 4 Each. Update the Each to 4 and tap the green checkmark.

Option 3: Add items that not on the on hand list, the on hand filter will need to be removed.

1. Tap the Filter icon.
   
2. Tap the On Hand icon to turn off and show all items.
   
3. The On Hand icon will no longer be bold. Then tap the X button to return to all items.
   
4. Tap an item that has no quantity, in this example 1000650 - PG10.0-HAZELNUT found 1 case and is being entered. 
   
   
   

• Once completed Make sure you POST your inventory by pressing the Forward Arrow.
  
• The Route will sign their name and type their name in the Signer's name box.
  
• Tap the Continue button
  
• You will see the Truck Inventory Report appear to Print or Email out.
  
• Complete the process by tapping the Continue button to complete END of Day process.