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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>pi_pdt_scanitems</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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font-size: 13pt !important;
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</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Physical Inventory Scanner: Scanning Inventory Items</p>
<p class="Help-Main-Topic-Links"><a href="pi_pdt.htm">Physical Inventory Scanner: Overview</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">There are two scanning options when using the scanner:</p>
<ul>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Scan each and every unit of an item; the unit enters a quantity of one for each scan</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Scan one unit of an item, and then enter the counted number of units</p>
</li>
</ul>
<p class="Help-Text">In either mode, you can also manually key in an item number or UPC after selecting a scan option (if bar codes arent used or are unreadable).</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note" style="font-weight: bold;">Note: <span style="font-weight: normal;">Two models of physical inventory scanner are supported. While the procedures for using them are essentially the same, you may see slight differences in menu wording and button colors, names, or locations.</span><a href="javascript:void(0);" style="font-weight: normal;" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('pi_pdt_illustration.htm');return false;"><br>
Illustration of the CipherLabs 8000 Scanner</a><br>
<a href="javascript:void(0);" style="font-weight: normal;" id="a2" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('_pi_pdt_scanitems.htm');return false;">Illustration of the Metrologic SP5500 Optimus Scanner</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Info-Line">To scan each and every unit of an item:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Turn the scanner unit on.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Press <font class="hcp1">E</font><font class="hcp1">sc</font> repeatedly until at main menu, if not already there.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">Collect Data</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">Scan B</font><font class="hcp1">arcode</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Hold the scanner at a slight angle so that you see the red reflection from the infrared light on the bar code.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Press the yellow/orange button to scan the item bar code (or manually enter the item number or UPC and then press either <span class="hcp2">Enter</span> button).</p>
</li>
</ol>
<p class="Help-Indent">A beep confirms a successful scan and a quantity of "1" is assigned to the scan. The unit is immediately ready for the next scan.</p>
<ol start="7">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Repeat until all units have been scanned, for all items being counted.</p>
</li>
</ol>
<p class="Help-Info-Line">To scan one unit and enter item count:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Turn the scanner unit on.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Press <font class="hcp1">E</font><font class="hcp1">sc</font> repeatedly until at main menu, if not already there.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">Collect Data</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp1">Scan &amp; Enter Qty</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Scan the bar code on one unit of the item you are counting. A beep confirms a successful scan.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">User the keypad to enter the total number of units counted for the scanned item.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Press <span class="hcp2">Enter</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Repeat for all items.</p>
</li>
</ol>
<p class="Help-Main-Topic-Links" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text"><font class="hcp1">Next Step</font>: <a href="pi_pdt_retrievescans.htm">Upload</a> the scanned data to Point of Sale</p>
<p class="help-text">&#160;</p>
<p class="Help-Main-Topic-Links"><a href="pi_pdt_scanitems.htm">Return to top</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="pi_countUOM.htm">Counting Items with multiple units of measure</a></p>
<p class="Help-Text"><a href="pi_pdt_reviewscansonpdt.htm">Viewing, editing or deleting a scan on the scanner</a></p>
<div style="width: 100%; position: relative;" id="footer">
<p>&#160;</p>
<p class="Help-Note" style="background-color: #f5f5f5;"> &#160;Additional online resources. Internet connection required.</p>
<p class="Help-Text"><a title="POS User Community Web Site - opens in new browser window" href="http://www.qbinproduct.com/community/help/pos" target="_blank">Point of Sale User Community</a> Connect with other Point of Sale users and experts to ask questions and share advice.</p>
<p class="Help-Text"><a title="POS Support Web Site - opens in a new browser window" href="http://www.quickbooks.com/support" target="_blank">Point of Sale Support Web Site</a> Search our Knowledge Base of frequently asked questions, learn about available updates, or research other support options.</p>
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</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Physical inventory">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Print and Use a Store Count Worksheet</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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span.hcp2 { font-weight:bold; }
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</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Print and Use a Store Count Worksheet</p>
<p class="Help-Main-Topic-Links"><a href="pi_basicsteps.htm">Basic Steps of a Physical Inventory</a> <span style="color: #c0c0c0;">|</span> <a href="pioverview.htm">Physical Inventory Overview</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">Printing a store count worksheet or worksheets is the most common way of recording physical inventory counts if you don't use a <a href="pi_pdt.htm">physical inventory scanner</a>.</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can filter your physical item list by logical groupings, such as by department, and print a worksheet for each so several people can be counting simultaneously or so can you split the work over multiple sessions</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The worksheets are generated as Point of Sale reports and are <a href="../qbpos_reports_and_sales_charts/reports02.htm">customizable</a> to include the items and layout that works best for you</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Changes you make to the columns and other display options are remembered and used until you change them again</p>
</li>
</ul>
<p class="Help-Info-Line">To print store count worksheets:</p>
<ol class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">With the Physical Inventory window open, select:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List"><span class="hcp2">PI Worksheet</span> from the Print menu. When run from here, the worksheet will automatically include only the items currently displayed in the <a href="pi561.htm">filtered</a> Physical Inventory item list. You can customize other display options.</p>
</li>
<li class="p-Help-Nested-List" style="list-style: disc;">
<p class="Help-Nested-List"><span class="hcp2">Run a Report <font style="font-family: 'Wingdings 3'; font-weight: bold;" face="Wingdings 3"></font> PI Worksheet</span> from the I Want to menu. Using this option allows you to customize the report as needed, including the items included.</p>
</li>
</ul>
<p class="Help-Indent">The report is run and displayed on-screen.</p>
<p class="Help-Indent">&#160;</p>
<p class="Help-Indent"><img src="../image/pi_worksheet.gif" alt="" style="border: none;" width="420" height="133" border="0"></p>
<p class="Help-Indent">&#160;</p>
<ol start="2" class="hcp1">
<li class="p-Help-Steps">
<p class="Help-Steps">To add/remove columns or make other changes, select <a href="../qbpos_reports_and_sales_charts/reports02.htm">Modify</a> or a specific customization option from the I Want To menu.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">When satisfied with the layout, select <span class="hcp2">Print</span>.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Repeat to create worksheets for other item groupings, if needed.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Go though your store, recording item counts on &#160;the worksheets.</p>
</li>
<li class="p-Help-Steps">
<p class="Help-Steps">Transfer the item counts to Point of Sale using the <a href="pi_addcounts.htm">Add Counts by Hand</a> option or <a href="pi_picountwindow.htm">enter them directly</a> in the Physical Inventory window item list.</p>
</li>
</ol>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>QuickBooks Users: Adjust Inventory Value</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style type="text/css">
<!--
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<style type="text/css">
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font-size: 13pt !important;
}
</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">QuickBooks Users: Adjust Inventory Value</p>
<p>In-help popup. Not duplicated in popup database.</p>
<p class="Help-Text">The adjustment memos automatically created when a physical inventory is updated send the necessary information to your financial software so the value change in inventory is correctly reflected there.</p>
</body>
</html>

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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Physical inventory">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Update Inventory with Physical Counts</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Update Inventory with Physical Counts</p>
<p class="Help-Main-Topic-Links"><a href="pioverview.htm">Physical Inventory Overview</a> <span style="color: #c0c0c0;">|</span> <a href="pi_basicsteps.htm">Basic steps of a Physical Inventory</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Note"><font class="hcp1">Important</font>: If you haven't already done so, <a href="pi560.htm">review</a> your item counts before updating inventory.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">When all of your counts have been entered and reviewed, use this procedure to update inventory on-hand quantities to the values you have entered.</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">With the Physical Inventory &#160;window displayed, ensure that <span class="hcp2">All Items</span> is selected in the View drop-down filter list at the top of the window.</p>
</li>
</ol>
<p class="Help-Indent">Requiring that all items be displayed is a precaution to help make sure you are not updating inventory with "hidden" entries.</p>
<ol start="2">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp2">Apply Changes to Inventory</span>.</p>
</li>
</ol>
<p class="Help-Indent">A confirmation window is displayed.</p>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp2">Y</span><font class="hcp1">es</font> to update inventory quantities.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">At the prompt, specify if you would like to run one of the <a href="pi_reports.htm">physical inventory reports</a>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><a href="javascript:void(0);" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('pi558.htm');return false;">Note: Adjustment memo(s) created<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a></p>
<p class="Help-Text"><a href="javascript:void(0);" id="a4" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('pi555.htm');return false;">Note: Update QuickBooks financial software<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a></p>
<p class="Help-Text"><a href="pi_pdt_clearscans.htm">Clear the physical inventory scanner's memory</a> (if applicable)</p>
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Adjustment Memo Created</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style type="text/css">
<!--
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<style title="hcp" type="text/css">
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<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1">Adjustment Memo Created</p>
<p class="Help-Text">In-help popup. Has not been added to popup database.</p>
<p class="Help-Text">Quantity adjustment memos are automatically created, as necessary, when your Point of Sale inventory is updated with your item counts.</p>
<p class="Help-Text"><span class="hcp1">Physical</span> is listed in the memos <font class="hcp2">Reason</font> field and <span class="hcp1">Physical Inventory</span> in the <span style="font-weight: bold;">Source</span> field. If requiring employee logins, the currently logged-in user is listed as the <font class="hcp2">Associate</font>. If not using security, the memos <font class="hcp2">Associate</font> field is left blank.</p>
</body>
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="MS-HAID" content="Physical inventory">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Access Physical Inventory</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
<!--
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</style>
</head>
<body>
<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
<p class="Help-Heading-1" style="background-color: #008000;">Access Physical Inventory</p>
<p class="Help-Main-Topic-Links"><a source="shell" href="pi_hdi.htm">How do I?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a> <span class="hcp1">|</span> <a href="pi551.htm">Entering Counts</a> <span class="hcp1">|</span> <a href="pi_pdt.htm">Using a Physical Inventory Scanner</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Info-Line">To start or continue a physical inventory:</p>
<ul>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Select <span class="hcp2">Start P</span><font style="font-weight: bold;">hysical Inventory</font> or <span class="hcp2">Continue Physical Inventory</span> from the Inventory menu.</p>
</li>
<li class="p-Help-Bulleted">
<p class="Help-Bulleted">(Pro) If you are Headquarters in a multi-store configuration, select the store for which you will enter physical counts</p>
</li>
</ul>
</body>
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<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
<meta name="generator" content="Adobe RoboHelp 2019">
<title>Review Counts Before Updating Inventory</title>
<link rel="StyleSheet" href="../qbpos.css" type="text/css">
<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
<style title="hcp" type="text/css">
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<p class="Help-Heading-1" style="background-color: #008000;">Review Counts Before Updating Inventory</p>
<p class="Help-Main-Topic-Links"><a href="pioverview.htm">Physical Inventory Overview</a> <span style="color: #c0c0c0;">|</span> <a href="pi_reports.htm">PI Reports</a></p>
<div style="float: none;">
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="help-main-topic-links">&#160;</p>
<p class="Help-Text">It is highly recommended that you review your physical inventory counts before updating a physical inventory. No mater how you've entered your item counts, they all end up in the item list on the main Physical Inventory window. From this window, you have several options for reviewing your counts to help determine if investigation or recounts are necessary before <a href="pi556.htm">updating your inventory</a> with the counts.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">1. Do you need to set all items not counted to zero (0)?</p>
<p class="Help-Text">When updating inventory with your counts, only the items with a count entered will be updated. It is important to enter a zero for items that are out of stock during the count so that your inventory is updated accordingly. You can enter a zero manually for these items or you can select the check box labeled <span class="hcp1">Set all items not counted to zero</span> to accomplish this in one step.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Warning" style="border-left-width: 2px; border-right-width: 2px; border-top-width: 2px; border-bottom-width: 2px;"><img src="../image/warning_icon_small.gif" alt="" width="24" height="25" border="0" class="hcp2"> Do not use this option if you are counting and updating inventory for only a portion of your store (such as for one department). All items in your inventory that do not have a count entered are set to zero, not just those currently displayed in the Physical Inventory item list. Always review the results before updating inventory. Clearing the check box before updating will remove the zero counts.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">2. Recount items whose quantity may have changed since starting.</p>
<p class="Help-Text">While it is not recommended, sometimes a physical is done while your store is open and you continue selling. Or maybe you have started, saved, and restarted a physical with a period of sales between. Point of Sale will track and alert you when any transaction (receiving, sale, adjustment, transfer) affects items you have already counted. This gives you an opportunity to recount the item(s) in question before updating your inventory.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><img src="../image/pi_recountprompt.gif" usemap="#MAP170174324" alt="" width="407" height="190" border="0" class="hcp2"> <map name="MAP170174324" id="MAP170174324">
<area shape="rect" coords="228, 101, 292, 116" title="Expected quantity has changed" href="qbpos:helppopup.7000" alt=""></map></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">3. Review the physical inventory difference totals.</p>
<p class="Help-Text">At the bottom right of the window is a summary of the differences in quantity, price, and cost of the counted items compared to what was expected. If the numbers are way off what you expected, review the counts in the item list looking for large discrepancies.</p>
<p class="Help-Text"><span class="hcp1">Tip:</span> <a href="pi561.htm">Filter</a> the item list by <span class="hcp1">Differences Only</span> to quickly find suspect counts.</p>
<p class="Help-Text"><img src="../image/pi_totals.gif" alt="" width="360" height="115" border="0" class="hcp2"></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Filter Item List to Enter or Review Physical Inventory Counts</p>
<p class="Help-Main-Topic-Links"><a href="pi_picountwindow.htm">Enter Counts</a> <span class="hcp1">|</span> <a href="pi560.htm">Review Counts</a> <span class="hcp1">|</span> <a href="pi556.htm">Update Inventory with Counts</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">You may find it helpful to break the process of conducting a physical inventory into several phases, such as taking and entering counts by a particular department, vendor, physical location, or some other logical grouping. Filtering your item list can make your job easier and save you time by organizing your data appropriately, especially if you are manually entering physical counts in a larger store.</p>
<p class="Help-Info-Line">Choose one of the filters from the drop-down list on the Physical Inventory window tool bar:</p>
<ul>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp2">All Items</font> if you want to view all inventory items.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp2"><span class="hcp3">Counted</span> Only</font> if you want to view only the items for which you have already entered counts in the <span class="hcp3">Counted</span> field. (This is generally used when reviewing entered counts, before updating.)</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp2">Create Filter</font> if you want to <a href="../qbpos_basic_procedures/basic262.htm">create and optionally save new filter criteria</a>. You can restrict the view to a specific department, vendor, etc. Saving your filter adds it to the filter drop-down list for future use.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><font class="hcp2">[Your custom name]</font> if you want to filter the list by one of your previously saved filters.</p>
</li>
</ul>
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<p class="Help-Heading-1" style="background-color: #008000;">Add Counts by Hand</p>
<p class="Help-Text"><a href="pi_basicsteps.htm">Basic Steps of a Physical Inventory</a> <span style="color: #c0c0c0;">|</span> <a href="pioverview.htm">Overview</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">The Add Counts by Hand window is an efficient way to manually transfer item counts from a <a href="pi551.htm">store count worksheet</a> to Point of Sale. There's no need to enter counts in any particular order and Point of Sale will combine the counts of an item if entered multiple times.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><img src="../image/pi_addcounts.gif" alt="" style="border: none;" width="440" height="128" border="0"></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Info-Line">To enter item counts using the Add Counts by Hand window:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">With the Physical Inventory window open, Select <span class="hcp1">A</span><font class="hcp2">dd Counts by Hand</font> from the I Want To menu.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select the preferred workflow sequence for item entry in <span class="hcp1">After pressing Enter key:</span></p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">Select <font class="hcp2">Go to quantity field</font> to enter an item then enter the counted quantity, then another item, etc.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">Select <font class="hcp2">Add item</font> to enter one item after another quickly, each with a quantity of one. The cursor never moves to the <span class="hcp1">Quantity</span> field with this choice. This might be a good choice if you are scanning each and every item unit to enter them.</p>
</li>
</ul>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Scan or enter an item <a href="../qbpos_basic_procedures/basic_item_identifiers.htm">identifier</a> (<font class="hcp2">UPC</font>, <font class="hcp2">Alternate Lookup</font>, or <font class="hcp2">Item #</font>) and press <font style="font-weight: bold; font-style: italic;">&lt;Enter&gt;</font>. Audio and visual warnings are given if an unrecognizable identifier is entered.</p>
</li>
</ol>
<p class="Help-Indent">The program will search items in the order shown above. The first match to the entry is listed, e.g., if you have an item with an Alternate Lookup that matches an Item #, an entry matching both will cause the item with the Alternate Lookup match to be listed.</p>
<ol start="4">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">If you selected <span class="hcp1">Go to quantity field</span> in step 2, enter the counted quantity and press <span style="font-weight: bold; font-style: italic;">&lt;Enter&gt;</span> or click <span class="hcp1">Add</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Repeat Steps 3 and 4 until you are finished entering all the items and their counts.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp1">Save</span>. The counts entered are transferred to the Physical Inventory window.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">When all counts have been entered on the Physical Inventory window, <a href="pi560.htm">review</a> the counts and then proceed to <a href="pi556.htm">updating your inventory</a>.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can edit entered counts directly in the <span class="hcp1">Counted</span> column on this window if necessary</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Use the <span class="hcp1">Remove Item</span> button at the bottom of the window to remove an item if it was entered in error</p>
</li>
</ul>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="pi_pdt_retrievescans.htm">Add counts from a scanner</a></p>
<p class="Help-Text"><a href="pi_countUOM.htm">Enter counts of Items with multiple units of measure</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Physical Inventory: Basic Steps</p>
<p class="Help-Main-Topic-Links"><a source="shell" href="pi_hdi.htm">How do I?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a> <span style="color: #c0c0c0;">|</span> <a href="pioverview.htm">Physical Inventory Overview</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Note"><span class="hcp1">Note:</span> Only one workstation can be working in the physical inventory at any one time.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">These are the basic steps to complete a physical inventory. Use the links on this page for specific instructions to complete a step.</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp1">Start Physical Inventory</span> from the Inventory menu.</p>
<p class="Help-Indent" style="margin-left: 0px;">(Pro Headquarters) Enter the Store for which you are entering counts.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Physically count item quantities on hand using one or both of these methods:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">Print a <a href="pi551.htm">Store Count Worksheet</a> and take it with you through the store recording counts. Select <span class="hcp1">Run a Report <font style="font-family: 'Wingdings 3'; font-weight: bold;" face="Wingdings 3"></font> PI Worksheet</span> from the I Want to menu. <a href="../qbpos_reports_and_sales_charts/reports02.htm">Modify the report</a> as necessary to display and group your items in a manner that makes sense for counting in your store.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">Use the optional QuickBooks-approved <a href="pi_pdt.htm">physical inventory scanner</a> to go through your store scanning item bar codes and entering counts. Since the physical inventory scanner is portable, you can move freely around your store and scan thousands of items in one session. (physical inventory scanner sold separately)</p>
</li>
</ul>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Transfer your counts to Point of Sale by:</p>
</li>
</ol>
<ul class="hcp2">
<li class="p-Help-Nested-List">
<p class="Help-Nested-List">Using the <a href="pi_addcounts.htm">Add Counts by Hand</a> option. This is usually the fastest manual way to enter counts, even if an item is counted several places in the store on different worksheets. Enter an item identifier (UPC, alternate lookup, or item number) and then the count, pressing <span class="hcp3">&lt;Enter&gt;</span> after each entry. Point of Sale consolidates multiple entries and then transfers the counts to the Physical Inventory window.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><a href="pi_picountwindow.htm">Entering counts directly</a> in the <span class="hcp1">Counted</span> column on the <span class="hcp1">Physical Inventory</span> window. This is convenient for entering a small number of items or items that are grouped together, but may be time consuming if the same items are scattered throughout your store. <span class="hcp3">Tip:</span> <a href="pi561.htm">Filtering</a> or <a href="../qbpos_basic_procedures/basic261.htm">sorting</a> the list on this window can help make entry of counts faster.</p>
</li>
<li class="p-Help-Nested-List">
<p class="Help-Nested-List"><a href="pi_pdt_retrievescans.htm">Upload</a> counts from the portable scanner.</p>
</li>
</ul>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps"><a href="pi560.htm">Review</a> your counts and the totals summary displayed on screen and, if applicable, select the <span class="hcp1">Set all items not counted to zero</span>. This setting ensures that all inventory items for which no physical count was entered are zeroed out when you update inventory.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp1">Apply Changes to Inventory</span> to <a href="pi556.htm">update</a> your inventory on-hand quantities with the counted quantities.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">You can choose <span class="hcp1">Save &amp; Continue</span> at anytime to pause in your physical inventory. After saving you can exit and return later to finish. Choose <span class="hcp1">Continue Physical Inventory</span> from the Inventory menu to resume.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If transactions affecting the quantity of previously counted items occur during a physical inventory, the items are flagged on the Physical Inventory window and you are alerted. You should recount these items.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you have entered counts but wish to cancel them and start again, select <span class="hcp1">Clear Counts and Restart</span> from the I Want To menu.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If your computer loses power or crashes during a physical, Point of Sale retains the counts you have entered to that point and automatically recovers them for you.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If necessary, you can select <span class="hcp1">Print Tags</span> from the Print menu to create new tags for items as counting.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">(Pro) If you use multiple units of measure for some of your items, read the <a href="pi_countUOM.htm">specific instructions</a> for counting them.</p>
</li>
</ul>
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<p class="Help-Heading-1">Count Items with Multiple Units of Measure</p>
<p class="Help-Text"><a href="../qbpos_inventory/inven_uom_multiple.htm">Units of Measure Overview</a> <span style="color: #c0c0c0;">|</span> <a href="pioverview.htm">Physical Inventory Overview</a></p>
<div>
<p style="font-family: Arial, sans-serif; text-align: right; font-size: 10pt;
color: #800000;">Pro</p>
</div>
<p class="Help-Text">Point of Sale maintains on-hand inventory counts by the <a href="qbpos:helppopup.21999">base unit of measure<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a> (though quantities are also displayed in your other units for convenience). When taking a physical inventory count, you can enter counted quantities by other units, but Point of Sale always converts the count to your base unit before updating inventory.</p>
<p class="Help-Text">The general rules for entering and displaying counts with these items are as follows.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Heading-2">Main Physical Inventory Window</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If you enter counts directly on the main PI window, they must be entered in your base unit of measure.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Counts transferred to the main PI window from the Add Counts by Hand window or a physical inventory scanner are converted and displayed as base unit counts, no matter which unit the counts were entered as.</p>
</li>
</ul>
<p class="Help-Heading-2">Add Counts by Hand Window</p>
<ul class="hcp2">
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">As you enter items and counts, change the <span class="hcp3">Unit of Measure</span> field entry as necessary to reflect the unit of measure actually counted. This field will default to the unit associated with the entered UPC or alternate lookup value if they are unique for each unit, or to your base unit of measure if not.</p>
</li>
</ul>
<p class="Help-Indent">Note: If you have selected the <span class="hcp3">Add Item</span> option, you cannot change the Unit of Measure field entry. The count is assumed to be 1 (one) for the unit identifier entered.</p>
<ul class="hcp2">
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">If entering counts by a unit other than the base unit, the equivalent number of base units is displayed in the <span class="hcp3">Base Unit Count</span> field for confirmation.</p>
</li>
<li class="p-Help-Text" style="margin-left: -20px;">
<p class="Help-Text">No matter which unit the count is entered as, it is converted and added to the count list in terms of the base unit. In the example shown, a case identifier has been scanned and a quantity of 8 cases entered. The equivalent base unit count for 8 cases is 112 bottles which is displayed in the <span class="hcp3">Base Unit Count</span> field and the item count list.</p>
</li>
</ul>
<p class="Help-Indent"><img src="../image/pi_uomcount.gif" alt="" width="400" height="124" border="0" class="hcp1"></p>
<p class="Help-Indent">&#160;</p>
<p class="Help-Heading-2">Physical Inventory Scanner</p>
<p class="Help-Text">If you have a unique UPC or alternate lookup (ALU) identifier for each unit of measure and print tags with those barcodes, when scanning them the quantity entered is converted to an equivalent quantity of base units. If each unit does not have a unique bar code, the quantity entered is assumed to be for your base unit. As you scan and enter quantities, be aware of and enter the counted quantity in accordance with this standard and based on your bar code type. <a class="dropspot" href="javascript:TextPopup(this)" id="a1">Example <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<p class="Help-Text">You buy/sell an item by the case and individual cans. They are set up as separate units of measure in inventory. The individual can is your base unit and a case includes 24 cans. When doing your physical count, you may scan bar codes on cases or on individual cans.</p>
<ul class="hcp2">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If the case and cans have a separate UPC or alternate lookup values assigned in inventory and unique bar codes, the counted quantity will be automatically converted to the correct number of base units (cans) no matter which you scan. Scanning the bar code on a case and entering a quantity of one (1) will be recorded as 24 cans. Scanning the bar code on an individual can and entering a quantity of one (1) will be recorded as a single can.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">If the case and can do not have separate UPC or ALU values, or the bar code is printed from the item number (as are the default tags printed in Point of Sale), scanned quantity entries are assumed to be for your base unit, a can. If scanning a case, you must manually enter 24 as the counted quantity after the scan.</p>
</li>
</ul>
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<p>&#160;</p>
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<p class="Help-Heading-1">Physical Inventory: How do I?</p>
<p class="Help-Text">This is a popup topic. and has been hidden</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text"><a href="pi559.htm">Access the Physical Inventory window</a></p>
<p class="Help-Main-Topic-Links"><a href="pi_basicsteps.htm">Complete the basic steps of a Physical Inventory</a></p>
<p class="Help-Main-Topic-Links"><a href="pi551.htm">Enter Physical Inventory counts</a></p>
<p class="Help-Main-Topic-Links"><a href="pi_pdt.htm">Use a portable data terminal (scanner)</a> (optional, sold separately)</p>
<p class="Help-Main-Topic-Links"><a href="pi556.htm">Update a Physical Inventory file</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">Click anywhere to close this window</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Use a Scanner for Physical Inventory</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"><a href="pioverview.htm">Physical Inventory Overview</a> <span style="color: #c0c0c0;">|</span> <a href="pi_basicsteps.htm">Physical Inventory: Basic Steps</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">Using the QuickBooks-approved physical inventory scanner is an easy and efficient way to record and update your physical inventory. With the physical inventory scanner, you can review your inventory counts and resolve errors before you transfer the counts to your physical inventory. Since the scanner is portable, you can move freely around your store and scan the bar codes of all your inventory items. This option not only saves you time, but also helps to reduce inventory errors.</p>
<p class="Help-Text">A physical inventory scanner allows you to scan thousands of units in inventory without needing to stop and upload the data. The scanner connects to your workstation via a USB interface, which makes it very convenient to use.</p>
<p class="Help-Text">Using the scanner for a physical inventory includes these basic steps. Select a link for step-by-step instructions:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps"><a href="pi_pdt_scanitems.htm">Scan</a> your items and enter counts.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps"><a href="pi_pdt_retrievescans.htm">Upload</a> the scanned data from your scanner to Point of Sale.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps"><a href="pi_pdt_unrecognizedscans.htm">Review</a> the retrieved scans.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps"><a href="pi_pdt_acceptscans.htm">Save</a> the scans to the Physical Inventory window.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps"><a href="pi556.htm">Update</a> inventory on-hand quantities with your counts.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps"><a href="pi_pdt_clearscans.htm">Clear</a> scans from the physical inventory scanner unit, making it ready for the next scanning session.</p>
</li>
</ol>
<p class="Help-Text">You can use the physical inventory scanner in conjunction with manually entered counts. When you update your physical inventory, the on-hand quantities are adjusted in your inventory for all item counts on the Physical Inventory , regardless of how they got there.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note" style="font-weight: bold;">Note: <span style="font-weight: normal;">Two models of physical inventory scanner are supported. While the procedures for using them are the same, you may see slight differences in menu wording and button colors, names, or locations.</span><a href="javascript:void(0);" style="font-weight: normal;" id="a1" onmouseover="if (parseInt(navigator.appVersion) >= 4 &amp;&amp; typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('pi_pdt_illustration.htm');return false;"><br>
Illustration of the CipherLabs 8000 Scanner<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a><a href="qbpos:helppopup.6514" style="font-weight: normal;"><br>
Illustration of the Metrologic SP5500 Optimus Scanner<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic254.htm">Use bar codes in Point of Sale</a></p>
<p class="Help-Text"><a href="../qbpos_equipment/equipment_installing.htm">Install Supported Hardware</a></p>
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<title>Physical Inventory Scanner: Review and Save Scans</title>
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<p class="Help-Heading-1" style="background-color: #008000;">Physical Inventory Scanner: Review and Save <span style="background-color: #008000;">Scans</span></p>
<p class="Help-Main-Topic-Links"><a href="pi_pdt.htm">Physical Inventory Scanner: Overview</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">Saving the physical inventory scans moves them from the Get Scans window to the Physical Inventory window.</p>
<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a1">View example Get Scans window <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a></p>
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<p><img src="../image/pi_savescans.gif" alt="Save Scans" width="544" height="214" border="0" class="hcp1"></p>
</td>
</tr>
</table>
<p>&#160;</p>
</div>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">If any <span class="hcp2">Unrecognized Scans</span> are reported, review and print them before saving good scans to your physical inventory. <a href="pi_pdt_unrecognizedscans.htm">Learn more</a></p>
<p class="Help-Info-Line">To save the good scans to your physical inventory:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">On the Get Scans window, select the <span class="hcp2">Item Scans</span> tab.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">If you do not want to save all of the scans, select (click or touch) the checkboxes to the left of the items to be saved and then choose <font class="hcp3">Save Selected</font> at the bottom of the window.</p>
</li>
</ol>
<p class="Help-Text" style="margin-left: 17.55pt; text-indent: 5.85pt;"><font class="hcp3">OR</font></p>
<p class="Help-Indent">Choose <span class="hcp2">Save All</span> at the bottom of the window to save all good scans items to the main Physical Inventory window.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Heading-2">Notes:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">The <span class="hcp2">Select All</span> and <span class="hcp2">Select None</span> buttons on the Get Scans window can help quickly select scans if not saving all of them. For example, to save all but a few scans, choose <span class="hcp2">Select All</span> and then clear the checkboxes for the few you don't wish to save.</p>
</li>
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Once transferred to the Physical Inventory window, you can review and correct quantities by typing over the value in the <span class="hcp2">Counted</span> column.</p>
</li>
</ul>
<p class="Help-Text"><font class="hcp3"><span class="hcp2">N</span>ext Step</font>: <a href="pi560.htm">Review your counts before updating inventory</a></p>
<p class="Related-Topics">&#160;</p>
<p class="Help-Note" style="font-weight: bold;">Note: <span style="font-weight: normal;">Two models of physical inventory scanner are supported. While the procedures for using them are essentially the same, you may see slight differences in menu wording and button colors, names, or locations.</span><a href="qbpos:helppopup.6515" class="hcp4"><br>
Illustration of the CipherLabs 8000 Scanner<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a><a href="qbpos:helppopup.6514" class="hcp4"><br>
Illustration of the Metrologic SP5500 Optimus Scanner<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
<p class="Help-Text">&#160;</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Clearing Scans from the Physical Inventory Scanner</p>
<p class="Help-Main-Topic-Links"><a href="pi_pdt.htm">Physical Inventory Scanner: Overview</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">After successfully uploading scans to Point of Sale, reviewing them, and saving to the Physical Inventory window, you must clear the scanner before the next scanning session (so they don't get uploaded a second time to your Physical Inventory).</p>
<p class="Help-Text">If you conduct your physical inventory in discreet physical units (by department or aisle for example), clear the scanner after completing each unit and prior to starting scans for the next unit.</p>
<p class="Help-Info-Line">To clear scans from scanner memory from within Point of Sale:</p>
<ul class="hcp1">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Select <span class="hcp2">Clear Scanner Memory</span> when prompted on the Upload window and follow the prompts</p>
</li>
</ul>
<p class="Help-Indent" style="font-weight: bold;">OR</p>
<ul class="hcp1">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">From the Physical Inventory window's I Want To menu, select <span class="hcp2">Clear Counts from Scanner</span> and follow the on-screen prompts</p>
</li>
</ul>
<p class="Help-Text">You can also clear one or all scans from the scanner unit directly as follows.</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Turn the scanner on.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Press <font class="hcp3">E</font><font class="hcp3">sc</font> repeatedly until at main menu, if not already there.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp2">U</span><font class="hcp3">tilities</font> from the main scanner menu.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <span class="hcp2">Clear Records</span> (<span class="hcp2">Delete Data</span> on CipherLab scanner).</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Press <span class="hcp2">1.</span> <span class="hcp2">All</span> to clear all scans from memory, or <font class="hcp3">2. Last Collected</font> to delete the last scan only.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Press <span class="hcp2">1.</span> <span class="hcp2">Yes</span> to confirm or <span class="hcp2">2.</span> <span class="hcp2">No</span> to cancel.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Note"><font class="hcp3">Note:</font> Deleting the last scan removes the last item record entered, even if quantities greater than 1 were manually entered into the record.</p>
<p class="Help-Note" style="font-weight: bold;">Note: <span style="font-weight: normal;">Two models of physical inventory scanner are supported. While the procedures for using them are the same, you may see slight differences in menu wording and button colors, names, or locations.</span><a href="qbpos:helppopup.6515" class="hcp4"><br>
Illustration of the CipherLabs 8000 Scanner<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp5"></a><a href="qbpos:helppopup.6514" class="hcp4"><br>
Illustration of the Metrologic SP5500 Optimus Scanner<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp5"></a></p>
<p class="Help-Text">&#160;</p>
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<p class="Help-Heading-2">Physical Inventory Scanner (PDT): Illustration</p>
<p class="Help-Text">This is a popup topic and has been hidden.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text"><img src="../image/pdt3.gif" alt="image\pdt3.gif" title="image\pdt3.gif" width="277" height="288" border="0"></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<ul>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Use up/down arrow keys to move through menu choices and either blue button to select</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">You can also select menu choices by pressing the corresponding number key</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Use the number keys to enter counts or to manually key in item number or UPC</p>
</li>
</ul>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text">Click anywhere to close this window</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Physical Inventory Scanner: Upload Scans to Point of Sale</p>
<p class="Help-Main-Topic-Links"><a href="pi_pdt.htm">Physical Inventory Scanner: Overview</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Info-Line">To upload scans to Point of Sale:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Place the scanner into the cradle and ensure the adapter is plugged into a USB port on your workstation.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Turn the scanner on.</p>
</li>
</ol>
<ol start="3">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">If the Point of Sale Physical Inventory window is not already open, select <span class="hcp1">Start</span> (or <span class="hcp1">Continue</span>) <span class="hcp1">P</span><font class="hcp2">hysical Inventory</font> from the Inventory menu.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">From the I Want To menu, select <font class="hcp2">Add Counts from Scanner</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Follow the displayed instructions to upload the scans from the scanner unit.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">When the upload is finished, you are prompted to <a href="pi_pdt_clearscans.htm">clear the scanner memory</a>. You can do so now, or wait until you have finished reviewing and saving the scans. But it is important that you clear the scanner so the same scans are not uploaded again in the next batch.</p>
</li>
</ol>
<p class="Help-Text">When you close the upload window, the scans are displayed for your review on the Get Scans window. The scans are not added to the Physical Inventory window until you select a save option at the bottom of this window.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><font class="hcp2">Next Step</font>: <a href="pi_pdt_acceptscans.htm">Review uploaded scans</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note" style="font-weight: bold;">Note: <span style="font-weight: normal;">Two models of physical inventory scanner are supported. While the procedures for using them are the same, you may see slight differences in menu wording and button colors, names, or locations.</span><a href="qbpos:helppopup.6515" class="hcp3"><br>
Illustration of the CipherLabs 8000 Scanner<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp4"></a><a href="qbpos:helppopup.6514" class="hcp3"><br>
Illustration of the Metrologic SP5500 Optimus Scanner<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp4"></a></p>
<p class="Help-Text">&#160;</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Review, Edit, or Delete Scans on the Physical Inventory Scanner</p>
<p class="Help-Main-Topic-Links"><a href="pi_pdt_scanitems.htm">Scan Inventory Items</a> <span style="color: #c0c0c0;">|</span> <a href="pi_pdt.htm">Physical Inventory Scanner Overview</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">You can review and make corrections to the scans on the scanner unit if necessary.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note"><span class="hcp1">Note</span>: Two models of physical inventory scanner are supported. While the procedures for using them are the same, you may see slight differences in menu wording and button colors, names, or locations.<a href="qbpos:helppopup.6515"><br>
Illustration of the CipherLabs 8000 Scanner and Controls<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a><a href="qbpos:helppopup.6514"><br>
Illustration of the Metrologic SP5500 Optimus Scanner and Controls<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a></p>
<p class="Help-Info-Line">To view, edit and/or delete a scan on the scanner:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Press <font class="hcp3">E</font><font class="hcp3">sc</font> repeatedly until at main menu, if not already there.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp3">Ut</font><font class="hcp3">ilities</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp3">Browse Records</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Use the arrow keys to scroll though and select from the displayed scans.</p>
</li>
</ol>
<p class="Help-Indent">A typical scan will look like this: &#160;4680923459823,6</p>
<p class="Help-Indent">The numbers before the comma is the bar code number and the number after the comma is the entered quantity.</p>
<ol start="5">
<li class="p-Help-Steps">
<p class="Help-Steps">To edit a scan:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">Hold down the <font class="hcp3">FN</font><font class="hcp3">/</font><font class="hcp3">A</font><font class="hcp3">lpha</font> key on the bottom left of the keypad while pressing <font class="hcp3">8</font> to edit the selected scan.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">Edit the bar code number or the count; use the arrow keys on the scanner to move between characters.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">When you have finished editing, press <span class="hcp1">Enter</span> on the scanner to save.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">Repeat for other scans or press <span class="hcp1">Esc</span> until at the main menu.</p>
</li>
</ul>
<ol start="6">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">To delete a scan:</p>
</li>
</ol>
<ul>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">Hold down the <font class="hcp3">FN/Alpha</font> key on the bottom left of the keypad while pressing <font class="hcp3">9</font> to delete the selected scan.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">Press <font class="hcp3">7. Yes</font> to delete or <font class="hcp3">9. No</font> to cancel.</p>
</li>
<li class="p-Help-Nested-List" style="font-size: 9pt;">
<p class="Help-Nested-List">Press <font class="hcp3">1. Yes</font> to confirm or <font class="hcp3">3. No</font> to cancel.</p>
</li>
</ul>
<ol start="7" style="list-style: decimal;">
<li class="p-Help-Steps">
<p class="Help-Steps">Repeat for other scans or press <span class="hcp1">Esc</span> until at the main menu.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="pi_countUOM.htm">Count Items with multiple units of measure</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Physical Inventory Scanner: Scan Inventory Items</p>
<p class="Help-Main-Topic-Links"><a href="pi_pdt.htm">Physical Inventory Scanner: Overview</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">There are two scanning options when using a physical inventory scanner:</p>
<ul>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Scan each and every unit of an item; the unit enters a count of one for each scan</p>
</li>
<li class="p-Help-Bulleted" style="font-size: 9pt;">
<p class="Help-Bulleted">Scan one unit of an item, and then you enter the counted number of units</p>
</li>
</ul>
<p class="Help-Text">In either mode, you can also manually key in an item number or UPC after selecting a scan option (if bar codes arent used or are unreadable).</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note" style="font-weight: bold;">Note: <span style="font-weight: normal;">Two models of physical inventory scanner are supported. While the procedures for using them are essentially the same, you may see slight differences in menu wording and button colors, names, or locations.</span><a href="qbpos:helppopup.6515" class="hcp1"><br>
Illustration of the CipherLabs 8000 Scanner<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a><a href="qbpos:helppopup.6514" class="hcp1"><br>
Illustration of the Metrologic SP5500 Optimus Scanner<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp2"></a></p>
<p class="Help-Info-Line">To scan each and every unit of an item:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Turn the scanner on.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Press <font class="hcp3">E</font><font class="hcp3">sc</font> repeatedly until at main menu, if not already there.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp3">Collect Data</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp3">Scan B</font><font class="hcp3">arcode</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Hold the scanner at a slight angle so that you see the red reflection from the infrared light on the bar code.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Press the yellow/orange button to scan the item bar code (or manually enter the item number or UPC and then press either <span class="hcp4">Enter</span> button).</p>
</li>
</ol>
<p class="Help-Indent">A beep confirms a successful scan and a quantity of one is assigned to the scan. The unit is immediately ready for the next scan.</p>
<ol start="7">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Repeat until all units have been scanned, for all items being counted.</p>
</li>
</ol>
<p class="Help-Info-Line">To scan one unit and enter item count:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Turn the scanner on.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Press <font class="hcp3">E</font><font class="hcp3">sc</font> repeatedly until at main menu, if not already there.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp3">Collect Data</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select <font class="hcp3">Scan &amp; Enter Qty</font>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Scan the bar code for one unit of the item you are counting. A beep confirms a successful scan.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Use the keypad to enter the total number of units counted for the scanned item.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Press <span class="hcp4">Enter</span>.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Repeat for all items.</p>
</li>
</ol>
<p class="Help-Main-Topic-Links" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Help-Text"><font class="hcp3">Next Step</font>: <a href="pi_pdt_retrievescans.htm">Upload</a> the scanned data to Point of Sale</p>
<p class="help-text">&#160;</p>
<p class="Help-Main-Topic-Links"><a href="pi_pdt_scanitems.htm">Return to top</a></p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="pi_pdt_reviewscansonpdt.htm">View, edit or delete a scan on the scanner</a></p>
<p class="Help-Text"><a href="pi_countUOM.htm">Count Items with multiple units of measure</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Physical Inventory Scanner: <span style="background-color: #008000;">Unrecognized Scans</span></p>
<p class="Help-Main-Topic-Links"><a href="pi_pdt.htm">Use a Scanner: Overview</a> <span style="color: #c0c0c0;">|</span> <a href="pi_pdt_acceptscans.htm">Save Scans</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Text">An unrecognized scan means that either there was an error in the scan (usually a result of a torn or marred tag) or that the bar code (<a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_itemidentifiers">item identifier</a>) you scanned or entered does not exist in your Point of Sale inventory. For example, if you are scanning UPC bar codes, those UPC codes must be entered in the item records in inventory so that Point of Sale recognizes them when they are retrieved from the physical inventory scanner.</p>
<p class="Help-Text">You can print a list of unrecognized scans for follow-up. After correcting the condition, you can re-scan in another session or enter those items manually on the Physical Inventory window.</p>
<p class="Help-Info-Line">To view and print the unrecognized scans:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Select the <span class="hcp1">U</span><font class="hcp2">nrecognized Scans</font> tab on the Get Scans window.</p>
</li>
</ol>
<p class="Help-Indent">The unrecognized scans are displayed in one color, while the good scans before and after each unrecognized scan is displayed in a contrasting color. This helps you identify the relative position of the bad scans in your store so you can locate and make corrections to the items.</p>
<p class="Help-Text" style="text-align: center;"><img src="../image/pi_scans_review_360px.gif" alt="Review scans" title="Review scans" width="360" height="153" border="0" class="hcp3"></p>
<ol start="2">
<li class="p-Help-Steps">
<p class="Help-Steps">Select <span class="hcp1">P</span><font class="hcp2">rint Unrecognized Scans</font> to print the list.</p>
</li>
</ol>
<p class="Help-Text">&#160;</p>
<p class="Help-Text"><font class="hcp2">Next Step</font>: <a href="pi_pdt_acceptscans.htm">Save good scans to the Physical Inventory window</a></p>
<p class="Help-Text">&#160;</p>
<p class="Help-Note" style="font-weight: bold;">Note: <span style="font-weight: normal;">Two models of physical inventory scanner are supported. While the procedures for using them are the same, you may see slight differences in menu wording and button colors, names, or locations.</span><a href="qbpos:helppopup.6515" class="hcp4"><br>
Illustration of the CipherLabs 8000 Scanner<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a><a href="qbpos:helppopup.6514" class="hcp4"><br>
Illustration of the Metrologic SP5500 Optimus Scanner<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" width="10" height="12" border="0" class="hcp3"></a></p>
<p class="Help-Text">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic254.htm">Use bar codes in Point of Sale</a></p>
<p class="Help-Text"><a href="../qbpos_basic_procedures/basic219.htm">Record UPC codes in inventory</a></p>
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<p class="Help-Heading-1" style="background-color: #008000;">Enter Counts on the Physical Inventory Count Window</p>
<p class="Help-Main-Topic-Links"><a href="pi_basicsteps.htm">Basic Steps of a Physical</a> <span style="color: #c0c0c0;">|</span> <a href="pioverview.htm">Overview</a></p>
<div>
<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
</div>
<p class="Help-Info-Line">To enter counts directly on the Physical Inventory Count window:</p>
<ol>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Use <a href="pi561.htm">filtering</a> and <a href="../qbpos_basic_procedures/basic261.htm">sorting</a> procedures to locate and group items in the Physical Inventory &#160;window item list.</p>
</li>
</ol>
<p class="Help-Indent">If counting the items in a specific department or entering from a printed <a href="pi551.htm">Store Count worksheet</a>, we suggest filtering your list to display only the items in that department and/or the items on the worksheet. This will help minimize data entry time.</p>
<ol start="2">
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter the counted quantity in the <span style="font-weight: bold;">Counted</span> column.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Enter other counts from the <a href="pi_addcounts.htm">Add Counts by Hand</a> window or the <a href="pi_pdt.htm">physical inventory scanner</a>, if applicable.</p>
</li>
<li class="p-Help-Steps" style="font-size: 9pt;">
<p class="Help-Steps">Proceed to <a href="pi560.htm">reviewing</a> your counts and then <a href="pi556.htm">updating your inventory</a>.</p>
</li>
</ol>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Text"><a href="pi560.htm">Enter zero for uncounted items</a></p>
<p class="Help-Text"><a href="pi_countUOM.htm">Enter counts of Items with multiple units of measure</a></p>
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<p class="Help-Heading-1">Physical Inventory Reports</p>
<p class="Help-Main-Topic-Links"><a href="pi_basicsteps.htm">Basic Steps of a Physical Inventory</a> <span style="color: #c0c0c0;">|</span> <a href="pioverview.htm">Physical Inventory Overview</a></p>
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<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
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<p class="Help-Text">Three physical inventory reports can be viewed or printed.</p>
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<p class="Help-Bulleted"><span class="hcp2">PI Differences Report</span> Includes only those items whose counted quantity was different than the expected quantity (on-hand quantity from inventory before physical). This report includes a list of items and differences in quantity, price, and cost.</p>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp2">PI Detail Report</span> Similar to the differences report, but includes all counted items (including those with a zero entry).</p>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted"><span class="hcp2">PI Store Count Worksheet</span> This report is intended as a working document on which you record your item counts while doing a physical inventory. <a href="pi551.htm">More information</a>.</p>
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<p class="Help-Text">The PI differences and detail report are also available for the last updated physical inventory as well as the physical in progress.</p>
<p class="Help-Info-Line">To access the PI reports:</p>
<ul class="hcp1">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">With the Physical Inventory window displayed, select a report from the I Want To menu or the Print menu.</p>
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<p class="Help-Heading-2">Notes:</p>
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<p class="Help-Bulleted">These reports are available only from the Physical Inventory window. They cannot be accessed from the Report Center or main Report menu.</p>
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<p class="Help-Bulleted">Other than customizing the store count worksheet, these reports cannot be filtered, memorized, or added to the Report Dashboard.</p>
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<p class="Help-Heading-1">Review or Reverse the Last Physical Inventory</p>
<p class="Help-Text"><a href="pioverview.htm">Physical Inventory Overview</a> <span style="color: #c0c0c0;">|</span> <a href="pi_reports.htm">Physical Inventory Reports</a></p>
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<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
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<p class="Help-Note"><span class="hcp1">Note</span>: Only the last updated physical inventory is saved and can be reversed. Each time you update inventory with count changes, that update replaces the previous saved physical.</p>
<p class="Help-Text">&#160;</p>
<p class="Help-Text">Point of Sale allows you to go back and review the last updated physical inventory. You can print reports and even reverse the effect the physical had on your inventory.</p>
<p class="Help-Text">Access the options for a previous physical from the I Want To menu:</p>
<ul style="list-style: disc;">
<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Select <span class="hcp1">Show Previous Physical</span> to display the information from the last physical in the Physical Inventory window.</p>
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<p class="Help-Bulleted">Select <span class="hcp1">Show Current Physical</span> to return to the new physical.</p>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
<p class="Help-Bulleted">Select <span class="hcp1">Run a Report</span> and then select one of the available <a href="pi_reports.htm">PI reports</a> with <span class="hcp1">(previous)</span> in it s name.</p>
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<p class="Help-Bulleted">Select <span class="hcp1">Reverse Previous Physical</span> to "undo" the changes the physical had on your inventory quantities. This option <a href="../qbpos_adjustments/memo1308.htm">reverses the quantity memos</a> that were created when the physical was originally updated. If the previous physical is reversed, the options to access it are removed from the I Want To menu.</p>
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<p class="Help-Heading-1" style="background-color: #008000;">Physical Inventory Overview</p>
<p class="Help-Main-Topic-Links"><a source="shell" href="pi_hdi.htm">How do I?<img src="../image/yellow_up.gif" alt="Click to display a popup topic" title="Click to display a popup topic" style="border: none;" width="10" height="12" border="0"></a> <span class="hcp1">|</span> <a href="pi_basicsteps.htm">Basic Steps</a> <span class="hcp1">|</span> <a href="pi_pdt.htm">Using a Physical Inventory Scanner</a></p>
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<p style="text-align: right; font-family: Arial, sans-serif; font-size: 9pt;
color: #800000;"><span style="font-size: 10pt;">Basic</span> </p>
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<p class="Help-Text">A <font style="font-style: italic;">physical inventory</font> is the process of verifying or correcting the on-hand item quantities in your Point of Sale inventory by conducting a physical count.</p>
<p class="Help-Text">It is recommended that a physical inventory <font color="#000000">be done after initially entering your inventory when first starting to use Point of Sale and periodically thereafter.</font></p>
<p class="Help-Text">Conducting a physical inventory involves going through the store and recording the actual item quantities on hand. Counts can be recorded on a printed Store Count worksheet or scanned into the optional physical inventory scanner, and then transferred to Point of Sale.</p>
<p class="Help-Text">The entire store does not have to be counted at the same time. You may find it easier to conduct your physical inventory by department, aisle, or some other discreet physical sections, entering counts and saving for one section of your store at a time. A physical inventory can be saved as you go and then inventory updated when you are done. Point of Sale provides several ways for you to review changes before updating inventory and alerts you if a new transaction has affected an item between when a count was entered and inventory updated.</p>
<p class="Help-Text">You can review or reverse the last updated physical inventory.</p>
<p class="Help-Text">(Pro) A physical inventory is for one store only. When a remote store updates a physical inventory, quantity adjustment memos are automatically created and sent to Headquarters during the next Store Exchange. Headquarters can create and update a physical inventory for itself or for any store.</p>
<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">&#160;</p>
<p class="Related-Topics">Related Topics</p>
<p class="Help-Main-Topic-Links"><a href="../qbpos_secadmin/secadmin01.htm#secadmin_midtopic_09">Security rights for Physical Inventory</a></p>
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