Big Hairy Dog Info Systems

Feature of the Month

How to Update Your PI at the Main

January 2007

Version 8

This time of year many retail locations are doing their Physical Inventory (PI).  Updating your inventory from a PI often times can be frustrating and seem to be overwhelming.  The RPro PI tool makes it an easy process.

Once you have finished your PI and are comfortable with the results you got, you are only a few steps away from having an accurate inventory for your store within Retail Pro. 

Once you are ready to update your PI select Physical                     from the top menu at the main PI

Tool screen, and then select Stores                                           from the side menu.  Select Update from

the side menu.                                                  You will then get a screen asking you which

inventory you want to update. 

Select the locations and click next.

On the next screen you will typically select All Items.  This will update every item in inventory including the ones you did not count which it will set to zero.  If you are doing a random spot check inventory, ONLY Items with a Physical Count is a better option because it ignores all items with a Physical Quantity of 0.

Press Next

Adjustment memos are going to be created to make your inventory correct.  Use the drop down selection for reason and select the default choice needed for physical inventory, normally “Physical”.  If no default reason exists for physical inventory type in “Physical” into the reason area and click next.

It is now ready to update your Physical Inventory.  Select Next.

If you are doing a PI of your entire store, on the filter screen that appears select clear all and click on ok.

If you are doing a “spot check” of specific items place the filter needed to get just those items then click ok.

A progress screen will appear.  Once done your inventory is now updated with the counts you have done. 
 

How to Update Your PI at the Main

January 2007

Version 7

This time of year many retail locations are doing their Physical Inventory (PI).  Updating your inventory from a PI often times can be frustrating and seem to be overwhelming.  The RPro PI tool makes it an easy process.

Once you have finished your PI and are comfortable with the results you got, you are only a few steps away from having an accurate inventory for your store within Retail Pro. 

If you are doing a PI of your entire store; once you are ready to update your PI select update from the menu.  You will then get an Update screen.  Press F2 to clear the filter then press End.  If  you are doing a “spot check” of specific items place the filter needed to get just those items then press End.

On the next screen you will typically select All.  This will update every item in inventory including the ones you did not count which it will set to zero.  If you are doing a random spot check inventory, Qtys_only is a better option because it ignores all items with a Physical Quantity of 0.

You will likely be shown a warning about differences in the PI counts and current inventory.

You will also receive a prompt at the bottom of the screen asking if you want to continue.  Select Yes.

Adjustment memos are going to be created to make your inventory correct.  Type in your clerk ID and then press enter.  Press <alt> for the list of reasons and select the default choice needed for physical inventory, normally “Physical”.  If no default reason exists for physical inventory type in “Physical” into the reason area and click next.

A progress bar will appear.  Once done you have successfully updated your Inventory.