Warehouse Physical Inventory

In MYOB Advanced, you can process stock take using barcode scanners or mobile devices.

Purpose

To walk you through the automated physical inventory within warehouse management system (WMS) in MYOB Advanced.

Suppose that you are a warehouse worker, and you are assigned to perform a physical inventory count by scanning the barcodes of stock items and locations with your mobile device, by using the MYOB Advanced mobile app. You will count the quantities of stock items in particular warehouse locations added to the physical inventory document, which your manager has already provided to you.

Distribution team then can review the counted items and release the Physical count in system. It’ll generate an adjustment document if there is any quantity variance of an item.

Before you Start

It's important to Prepare Physical Count document for each warehouse prior to start counting the stock items.

Please refer to this article to get help on how to prepare a physical count document: Performing a Complete Stocktake.

As you count stock items within physical inventory by using the Scan and Count screen of the MYOB Advanced mobile app, you will scan the barcode of the physical inventory document and then scan the location barcode and the barcodes of each item you find in this location. You will correct the quantities of items and add extra lines for items that you find in a location. When you have counted all items in all locations added to the physical inventory document, you will confirm the document.

Entering the Counted Quantities of Items

1. On the main menu of the mobile app, tap the Warehouse Management > Scan and Count tile to view the Scan and Count screen:
   
   
   
2. Scan the physical inventory document number. Notice that the number is displayed in the Reference Nbr. box on the top pane of the screen:
   
   
3. At the bottom of the screen, tap Review to view the list of items that you should count
   
4. Go back to the previous screen
5. Scan the location barcode
   
6. Scan the item barcode
   
7. Set the quantity of the item to the number of items you are seeing exists in this location
   
   1. At the bottom of the screen, tap Set Qty to change the quantity of the current line
   2. Enter the number
   3. Once you have completed the entry of this item’s quantity and can start entering quantities in the next location.
8. Scan the next location barcode and continue steps 5, 6 and 7 until all items in different locations are scanned and added to the document.

Correcting the Quantities in the Physical Inventory Document

Suppose that you have realised that you scanned one box three times by mistake, because in fact you have two boxes. Now you need to correct the quantity in the document. Do the following in the mobile app:

1. While you are still viewing the Scan and Count screen with the same physical inventory document opened, scan the location barcode.
2. At the bottom of the screen, tap Remove to switch to Remove mode.
3. Scan the item barcode. The system removes one box of the item from the document.

Adding an Extra Line to the Physical Inventory Document

Suppose that you have found one item, which is not in the physical inventory document. To add this item to the document, do the following in the mobile app:

1. While you are still viewing the Scan and Count screen with the same physical inventory document opened, scan the location barcode.
2. Scan the item barcode. The system shows the warning, asking you to confirm the addition of the new row to the document.
3. In the Scan box, enter *ok. The system adds a new row for the location and the item to the document.
   

Reviewing the Quantities and Confirming the Entered Data

Now that you have entered the quantities of the counted items in the physical inventory document, you will review the quantities and confirm the entered data. Do the following in the mobile app:

1. While you are still viewing the same physical inventory document on the Scan and Count screen, tap Review. You will check the location, inventory ID and Physical Quantity per line.
2. Go back to the previous screen.
3. In the bottom right corner of the screen, tap Ellipses > Confirm to confirm the entered data. The system confirms the data and clears the physical inventory document number. The form is ready for a new count.
   
   
4. Once the stocktake process has been confirmed, you need to let the warehouse manager know to Review, Finish and then Complete the Counting.
   

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