invent!ory ULTRA 2013 Help

Index

Physical Inventory

 

Before we can input to ULTRA the initial values of our supply items, we need to take inventory.

 

This usually means coming in on a weekend and counting the number of units of each item in our stockroom.

 

 

@hint Hint:

 Print this report as your “Worksheet” for the physical count.

 

 

The Physical Inventory Report (above) which lists each supply item and gives you a place to write in the count.  Choose Main Menu | Report – Current | Physical Inventory Report from the “Supplies” Tab (default tab).

 

Keep In mind:

  • Now, let’s pretend we only have one item in stock and only one vendor in our example (which is of course ridiculous). So, we counted “100” boxes of Envelopes and wrote it down on our form.
  • Okay, we finished out physical inventory—whew!—and now we can set up initial values for our supply item.
  • The next time you take physical inventory, Over/Short differences in unit count may occur. Be sure to use Batch Physical Inventory Adjustments function in Main Menu|Supplies to speed this adjustment process for you without worry.

 

 

 

 

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