Entering a Take Inventory by Department:

 

**Go to INVENTORY>Take Inventory By Department

STEP 1: CHOOSE STATION

STEP 2: CHECKMARK ALL DEPARTMENTS YOU ARE ENTERING INDIVIDUALLY

STEP 3: ENTER $ AMT AT RETAIL FOR EACH DEPARTMENT

STEP 4: ENTER DATE OF INVENTORY: The date entered must be the CLOSING DAY FIGURE. Adjustment will be made on that day to end at the #s entered.

STEP 5: SAVE CHANGES

STEP 6: CALCULATE STOCK DIFFERENCE

 

 

NOTE: If you have a set of GROUPED by sub category departments, you must ONLY enter the value under ONE of the sub departments, then enter "0" for the rest. This will adjust the group as a whole and zero out the others. ALL DEPARTMENTS MUST HAVE A TAKE DATE ENTERED

 

 

STEP 7: PREVIEW screen will show you the adjustment. You can review and print from here. If all looks accurate, click on "CREATE INVOICE" and wait until completed.

 

COMPLETE!! Hit OK