Entering Physical Inventory Quantities

Double-click the Physical Inventory Quantities icon or the Inventory Counts icon in the Physical Inventory folder.

1. Enter a location code or use the Finder to select the location code and starting item number for the worksheet.

2. If you use optional fields, use the Zoom button () to edit optional fields that apply to the whole worksheet.

3. Enter or edit the physical count, adjustment cost, and status for each item on the worksheet. (If you selected the Default Quantity On Hand option in the Generate Inventory Worksheet form, the current quantities on hand are inserted for each item in the Quantity Counted column, but you can change the figures.)

Press F9 to enter quantities in different units of measure.

Use the Quantities form to enter counts by the various units of measure you have assigned to an item.

4. If you use optional fields for item details, use the Zoom button () to edit detail optional fields.

5. When you are finished, click Close to save your changes and close the form.

Importing and Exporting from the Physical Inventory Quantities Form

You can use the Import and Export commands under the File menu of the Physical Inventory Quantities form to import and export data from/to your inventory control system. The procedure is slightly different from the way most Sage ERP Accpac forms import and export data. Instead of one file, the import/export process involves two files. The first file contains the worksheet and optional fields data, while the second file contains all other data.

When exporting, make sure you use two different file names when prompted to do so. When importing, make sure you select the file with the worksheet and optional fields data first, then the second file.