Warehouse 100 User Manuals

Warehouse 100: Physical Count by Item

    Video: Physical Counts

    Table of Contents

    Scanco Portal setting

    Main Applications – Physical Count Icon

    Count by Item

    Warehouse Prompt

    Item Entry Prompt

    Freeze File Not Required

    Freeze File Required

    Allow Add Item to Freeze File

    Bin Prompt

    Quantity Prompt

    Lot Prompt

    Lot Quantity Prompt

    Serial Prompt

    Process for “Send” button is explained in this link

    The Sage Physical Count Variance Register

    Sage Unattended Barcode Transaction Import

    Where the goes in Sage

     

    Scanco Support Email - support@scanco.com

    Scanco Support Phone number - 330-645-9959 Opt. 3

     

    Scanco Portal setting

     Scanco Portal will be referenced many times in this guide. The portal is where you make changes to the settings regarding how the programming functions.

     The web address for the portal is: Sales.Scanco.com

     Your portal settings where set up during the installation and would have been \ will be refined during training.

     Additional adjustments to the portal can be made by your System Administrator.

     

    Scanco screens

     The screens included in this document are Scanco’s Cloud version of Warehouse.

     If you have Scanco Native version, the prompts are the same.

     The icons or Buttons: in Scanco Native version are similar but different.

     

    For more information about:

    Warehouse 100: Lookups - Explains the various lookups

    Warehouse 100: Send Process – Explains the “Send data to Sage” process.

    Warehouse 100: Review User Manual – Covers “Review” mode which is accessible in all Applications.


     Video: Physical Counts  Main Applications – Physical Count Icon

     For Companies that do not have Multibin, the Physical count icon will take you into the Physical count program.

     For Companies that have Multibin, the Physical count icon will take you to the screen on the next page.

    Buttons

     Send: to send all data collected in all applications.

     Setting: to adjust settings.

     Logout: to change users or companies.

     Status: to check if you have sent all data collected to Sage.

     

    Count by Item

    This document will explain the Scanco Count by Item.

    Choosing the Count by Item icon will move into the screen on the next page.

     Count by Item is enabled when the setting shown below is checked on the Physical Count tab in the Scanco Portal.

    Button

    Back: at top left, to move back to Scanco Warehouse Main screen.


     

    Warehouse Prompt

    Scan or Key in any valid warehouse code, or use the lookup button to select one from a list.

    This prompt will pre-fill with your default warehouse that is set up in the Scanco portal.

    Buttons

    Back: at top left, to move back to Main Applications screen.

    Enter: press after keying in data at Warehouse prompt.

    Keyboard: for the on-screen keyboard.

    Lookup: for seeing all available Warehouses accessible for use.

       

     

     

     

    Warehouse Lookup

    This screen will display all warehouse enabled in the Scanco portal.

    Buttons

    OK: to move forward with the highlighted warehouse code.

    Cancel: to move back to the warehouse code prompt.


     

    Item Entry Prompt

     Scan or key in any valid item at this prompt. Depending on setting in the Scanco portal you may or may not receive a message regarding items that are not frozen.

     

    The "Scan Each" button is controlled by the option in the Scanco portal shown below.

    • “No scan each” will remove the ‘Each’ button shown at the item prompt.
    • “Allow Scan Each” will display the button and the user can turn it on\off.
    • “Scan Each Always Enabled” will enable the button and the user cannot turn it off.

          

    Buttons

    Back: at top left, to move back to Main Applications screen.

    Enter: press after keying in data at Item prompt.

    Keyboard: for the on-screen keyboard.

    Lookup: for seeing all available Item for use.

    Scan Each: available if ‘Scan Each’ is enabled in the Scanco Portal.

    Send: to send all data collected in Count by Item.

    Review: to enter review mode.

     

     

    Freeze File Not Required

    Checking "freeze file not required" will allow the entry of any item even if items are not frozen in Sage. This is a nice option for cycle counts when you want to let the user decide what will be counted. Items will be frozen when they are imported into Sage through the barcode import program.

     

    Freeze File Required

    Unchecking both options below will display the message shown on the right. To resolve, Items must be frozen in Sage before you can start scanning.

        

    Allow Add Item to Freeze File

    Checking "Allow Add to freeze file" will display the message shown on the right. This is a nice option for cycle counts when you want to let the user decide what will be counted. Items will be frozen when they are imported into Sage through the barcode import program.

        

     

     

    Item Lookup without freezing first

    The item lookup will show all items in the freeze file. If you do not freeze items in Sage, the list will grow as you collect and send items into Sage. 

    Buttons

    OK: to move forward with the highlighted Item code.

    Cancel: to move back to the Item code prompt.


     

    Item Lookup when freezing first

    The item lookup will show all items in the freeze file. If you freeze items in Sage, the list will most likely be large.

    NOTE: The Item prompt + Item Lookup will filter possible items to be displayed if you enter a few characters of the item you wish to lookup, Example: entering 665 and pressing the Lookup button would display all items that contain ‘665’ as shown on the list below.

     +

    Will display:

        


    Unit of Measure Prompt – optional

    Scan or Key in any valid UOM, or use the lookup button to select one from a list.

    Scanco portal options:

    • No prompt: The program will display the items Standard UOM. 
    • Use Default: This prompt will pre-fill with the item’s Standard UOM.
    • Prompt with no default: the program will stop at the UOM prompt and be empty.

     

    Buttons

    Back: at top left, to move back to Main Applications screen.

    Enter: press after keying in data at Bin prompt.

    Keyboard: for the on-screen keyboard.

    Lookup: for seeing all available UOM.

     

    Bin Prompt

     If your company has Multi-bin, then the bin collection prompt is required.

    For Standard Sage non-multi-bin companies, this field will be a display-only field.

    Buttons

    Back: at top left, to move back to Main Applications screen.

    Enter: press after keying in data at Bin prompt.

    Keyboard: for the on-screen keyboard.

    Lookup: for seeing all available Bin.

      

     

    Bin Lookup

    If your company has Multi-bin, then the bin lookup is available.

    For Standard Sage non-multi-bin companies, the bin field will be a display-only field. No lookup included.

    Quantity Prompt

    Scan or key in positive numeric quantity at the quantity prompt.

    Buttons

    Back: at top left, to move back to Main Applications screen.

    Enter: press after keying in data at Quantity prompt.

    Keyboard: for the on-screen keyboard.

      

     

     

    Lot Prompt

    Scan or key in lot numbers for a lot-controlled valuation product.

    NOTE: This prompt is not validated against Lot number in Inventory, discrepancy scans would be discovered in Sage’s Physical Count Variance Register. 

    Buttons

    Back: at top left, to move back to Main Applications screen.

    Enter: press after keying in data at Lot prompt.

    Keyboard: for the on-screen keyboard.


     

    Lot Quantity Prompt

    Scan or key in positive numeric quantity at the quantity prompt. 

    Buttons

    Back: at top left, to move back to Main Applications screen.

    Enter: press after keying in data at Quantity prompt.

    Keyboard: for the on-screen keyboard.

     

    Serial Prompt

    Scan or key in serial numbers for serialized valuation products. As serials numbers are collected the “Qty Scanned” field will accumulate +1 for each serials number collected.

    Buttons

    Back: at top left, to move back to Main Applications screen.

    Enter: press after keying in data at Item prompt.

    Keyboard: for the on-screen keyboard.

    Send: to send all data collected in Count by Item.

      

     

    Serial Prompt “Qty Scanned” Display

    As shown on the right after the first serials number is collected, the “Qty Scanned” field has accumulated +1.

    NOTE: This prompt is not validated against Serial number in Inventory, discrepancy scans would be discovered in Sage’s Physical Count Variance Register. 

      

     

    The Sage Physical Count Variance Register will show inventory count discrepancies which can be addressed in several ways.

    1. If the item count is low, you can recount the item and add any missing quantity which will accumulate into the existing count.
    2. If the item count is low, you can reset the quantity counted in Sage’s Physical Count Entry screen and recount the item.
    3. If the item count is high, you can reset the quantity counted in Sage’s Physical Count Entry screen and recount the item.
    4. If the item count is low, you can adjust the quantity counted in Sage’s Physical Count Entry screen.

     

     

    Sage Unattended Barcode Transaction Import: must be running for real-time entries to be created in Sage Inventory Management module > Physical Count Entry > Physical Count Entry

     

     

    Where the goes to in Sage.