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Non-WMS Inventory Count

Warehouse user steps for counting inventory on Encompass Mobile in a non-WMS warehouse: open a Bin Count Task, enter counts by pallet configuration, save, then reconcile on the server. Requires v24.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 24.01

Steps

Non-WMS Inventory Count Encompass Mobile

1. From the Encompass Mobile home, select the "Warehouse" icon.
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2. Enter credentials if necessary and click "Log in to Warehouse".
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3. Then, select the location the user is in.
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4. Select "Non-WMS Inventory Count" from the options provided.
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5. If there has been a Bin Count Task created on the server side and assigned to a user, then select the name to enter the task.
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6. To add a count task on the fly, click the "Add Bin Count Task" button. Please note that only certain users have this permission.
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7. After entering the count task assigned to the user, the products that need to be counted will appear. There are boxes provided to add the inventory from this screen, but to see individual products and the pallet configurations, arrow into the intended product.
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8. The pallet configuration will then display to count the available inventory for this product.
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​ Note: The Total field is additive.
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9. Once the inventory has been added select the next arrow.
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10. Once all the inventory has been counted, click the save button, then click the check in the top right corner.
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11. Once the count is finished, go to the Bin Count Tasks table on the Server to Reconcile the completed counts

Fields And Definitions

  • Bin Count Tasks table - Table to view, create, edit, and reconcile Bin Count Tasks.
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  • Reconcile - The process of comparing physical inventory counts with records of inventory on hand. This is where the inventory will be written in/off.
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  • Inventory Count - Monitoring what is in stock for certain products or Bin Locations. During an inventory count, the product(s) carried are counted and recorded. When the inventory count is complete, the warehouse's inventory records are updated.

Best Practices

  • Count Inventory when nothing in the warehouse is moving. Utilize the weekend if necessary.
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  • If possible, do not load pallets, unload pallets, or return any load sheets during the inventory count.
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  • Counting regularly ensures that variances can be caught while there is still time to research
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  • If there is no reconcile button on the Bin Count Task, it means none of the counts had an adjustment to write in/out, so no invoice was generated

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