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CAM Client Portal – Newsletter

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Dec 2017

One Week Out

  1. Plan cut off day for all Transfers. No Transfers in limbo
  2. Plan cut off day for all Receiving’s to be counted in PI
  3. (Multi Store only) Database is in Sync, Report Star > #24 BI/EI Comparison
  4. (Multi Store only) Inventory > Product Change by Range (description) to check item count

Day before and day of Physical Inventory

  1. (Multi Store only) Database is in Sync, Report Star > #24 BI/EI Comparison
  2. (Multi Store only) Product Change by Range (description) to check item count
  3. All pending paperwork completed (review Weekly/Monthly Checklist)
  4. All receiving’s completed
  5. e. All transfers completed/received
  6. f. Open receipts current/up to date
  7. g. Check the Comm logs in Polling to be sure there were no errors during polling to ensure all updates to purchase orders, receivers, open receipts and transfers made it to all the stores.

Day of Physical Inventory

  1. Floor Frozen: No POS, No Receiving’s, No Adjust Levels, No Transfers, No Return to Vendor
  2. Backup up prior to Physical Inventory (Copy POS.dbs or Utilities > SQL Backup Utility)
  3. Scanners Operational and configured for correct store
  4. Download UPC’s into MC3000, MC3100, MC3190, and Linea Pro Scanners (Maintenance > PDT Selection)
  5. Delete old Snap – Ensure that there are no other snaps on other machines (Inventory > Physical Inventory)
  6. Create new Snap/Insert new inventory worksheet (Inventory > Physical Inventory)
  7. Scan, download, and process PDT files, save worksheet
  8. Research error log
  9. Populate worksheet with UPC’s so that all uncounted items will show on variance report. NOTE: If conducting full inventory, populate all UPC’s onto worksheet. If conducting partial inventory, populate worksheet with UPC’s that match the snap. This process can be done prior to downloading UPC’s.
  10. Run Variance report – Select Current and Variances only
  11. Fix discrepancies if needed
  12. Backup prior to Physical Inventory Post, (Copy POS.dbs or Utilities > SQL Backup Utility)

How to Post for Full Inventory (Inventory > Physical Inventory)

  1. Post only counted UPC entries
  2. Zero OH for items that are not on worksheet
  3. Post

How to Post for Partial Inventory – (inventory > Physical Inventory)

  1. Post all UPC entries on worksheet
  2. DO NOT zero OH for items that are not on worksheet
  3. Post