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10-Step procedure, using ScanPal for taking physical inventory

This overview provides minimal instructions for the process of performing a periodic inventory update using the portable barcode scanner with the InfoTouch system. It is provided as a conceptual guide to this rather simple in practice yet technologically complex operation. For more complete information, consult the other documents provided by Club Data Corporation and InfoTouch Corporation.

• Step 1. Perform a monthly closeout in the register.
• Step 2. Perform a daily backup.
• Step 3. Print any inventory value listings and/or other inventory listings you desire before taking a physical inventory.
• Step 4. Scan all inventory and upload to computer using ScanPal software.
• Step 5. Run PICP and the InfoTouch physical inventory collection program.
• Step 6. Print an inventory variance report; review it as often, variances occur because of missed inventory during the scanning process.
• Step 7. Make other final inventory quantity adjustments manually.
• Step 8. Print an inventory value report; suggest printing by item number order to list all inventory. This list could encompass 25-50 pages, depending on the number of SKU's in stock. Alternately, you may wish to print this report in summary form rather than detail if looking for a quick inventory value total.
• Step 9. Perform another daily backup so you have the correct inventory data in backup form.
• Step 10. Evaluate causes for overages/shortages and effect operational changes to eliminate them.

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