Use the Count or verify screen for physical inventories or to identify discrepancies between what's actually at an assignment and what the Tracker shows there. The differences are listed in discrepancy reports. Optionally, you can update small tool and consumable quantities to match your counts.

You can scan into the Count or verify screen using a smart phone or tablet camera (see barcoding).

ADD ITEMS TO THE COUNT OR VERIFY SCREEN

  • Click the Utilities icon in the main menu then Count or verify.
  • Click the At button at the top of the screen, an assignment type then an assignment.

  • Count or verify

  • The date defaults to today. Change it, if you're planning to update small tool and consumable quantities and want to record a different date.
  • Click the Add icon in the grid menu.

  • Count or verify

  • Type 2 or more letters or numbers in the ITEM field. If more than one item's number, description or cross-reference contains the letters or numbers you typed, a list of matching items will appear (pick one or continue typing to refine your search). If just one item matches, it will be selected and a new row will be added.

  • If you're using a computer, click V on the right side of the ITEM field to expose the entire list, X to clear the field. If you're using a smart phone or tablet and have checked Use smart phone or tablet camera for scanner in the Preferences screen, touch Scan to scan a barcode.

  • Count or verify mobile

  • If you're counting small tools and/or consumables, enter the QUANTITY.
  • When you're done, click the Save icon in the grid menu.

EDIT AND DELETE ITEMS

  • Follow the instructions in the Add, Edit and Delete section of the help overview to edit and delete items.

RECORD QUANTITY ITEM DISCREPANCIES

Updates small tool and consumable quantities on hand.

  • Click or touch the Action button at the bottom of the screen.
  • Count or verify
  • Click or touch Record quantity item discrepancies.
  • The Orders - assignments screen will open with correcting 'discrepancy' records displayed in the Details subgrid.

FIELDS AND BUTTONS

  • (Count or verify button) COUNT OR VERIFY AT until an assignment type is selected, AT STORAGE SITE (or JOB, etc.) afterwards.
  • (Count or verify drop down field) primary assignment, for example, --choose a job--.
  • (Count or verify drop down field) optional secondary assignment, for example --choose a code--.
  • (Count or verify date field) defaults to today's date, saved as COMMENCE in Item history (details).

  • The fields in the Count or verify grid can't be changed by users.

  • (Count or verify grid) ITEM.
  • (Count or verify grid) QUANTITY.

  • (Count or verify button) CLEAR until an item is added, ACTIONS thereafter. Clear resets the assignment type button at the top back to Count or verify at and erases the grid. Record quantity item discrepancies updates small tool and consumable quantities on hand.

SCREEN-SPECIFIC REPORTS

Discrepancy reports list the differences between what's actually at an assignment and what the Tracker shows there.

  • DISCREPANCIES ITEMS ENTERED. Lists items you entered that either aren't shown in the Tracker at the selected assignment or are shown with a different quantity.
  • DISCREPANCIES ASSIGNMENT ENTERED. Starts with the items you'd see in a DISCREPANCIES ITEMS ENTERED report then adds the items you didn't enter that are shown in the Tracker at the selected assignment.