Minimum Version Required: 22.01
Pre-Conditions
Required Permission - Product Dimension Edit, Warehouse Inventory Count
Ensure all Products’ Cases per Pallet and Cases per Layer are set.
Set up Inventory Adjustment Customers.
The following workflow assumes there are Multiple Bin Inventory setups in the system.
Steps
WMS Inventory Count Encompass Mobile
1. Go to the Encompass Mobile App.
2. Enter login credentials, and tap Warehouse.
3. Select Inventory Count.
4. Select the Adjustment Bin.
Note: The common abbreviation is "Adj".
5. Scan or enter the Bin.
6. Scan or enter the Product.
7. Enter the product count.
Note: These fields are additive, the total should reflect what is physically there.
8. Tap Next.
Note: A prompt may appear to scan the Pallet Tag. Doing so will link the expiration date to the Bin that was counted.
9. Navigate to the Warehouse Home dashboard on Encompass Server to Write-Off Inventory Using the Bins Report
Best Practices
Counting regularly ensures that variances can be caught while there’s still time to research.
Try to count when nothing in the warehouse is moving. Utilize the weekend if necessary.
Do not receive any Purchases during Inventory Count, if possible.
Do not Load Pallets, Un-Load Pallets, or Return any Load Sheets during the Inventory Count, if possible.