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Unitech Instructions
Taking A Physical Inventory With The Unitech
Physical Inventory Options
The General Store allows you to use hand held devices like the Unitech PT630 to take physical
inventories of:
•
Your entire store
•
Only for a specific department, and specific categories and/or within that
departments
•
Only for a specific vendor
The General Store can actually determine which items you did not count using the Unitech, and
zero those item quantities. All of these adjustments are then printed on the Inventory
Adjustments report.
Preparing Your Store For Inventory
This may seem like a “no-brainer”, but when you are physically counting your store, you do not
want to miss anything. Therefore, you must first properly “prep” your store for the physical
inventory. This means the following:
•
All items should be properly bar coded, unless the y already have upc codes.
•
All items on the selling floor should be neatly organized, whether on shelves or in
storage bins.
•
Stock rooms should be neatly organized, and all cases should be clearly marked
with item numbers, and quantities.
Preparing The Unitech For A Physical Inventory
Although not required, we strongly recommend using the Full Count inventory option on the
Unitech when taking a physical inventory. This way, if the Unitech rejects an item you enter into,
you will immediately know it is not in The General Store data file. This will also allow you to set
the item aside so that it can be entered into, or corrected in, The General Store.
If you decide that you only want to use the Unitech’s Cycle Count inventory feature, then you can
go ahead and start counting!
However, if you decide you want to use the Full Count inventory feature, then you must first
follow these steps:
Step 1 - Create The Lookup File
From The General Store Main Menu, click the Tools, and then click “Create Unitech Lookup ”.