Record Inventory Counts using the quick method

After employees count the parts and write the counts on inventory tags, you can record the information in Made2Manage.

To record inventory count information using the quick method

1. Open the Physical Inventory - Tag Entry/Update (PHYINV) page.

   • Select Production Management > Production Transactions > Inventory > Physical Inventory > Physical Inventory - Tag Entry/Update.

   Or

   • Search for PHYINV or Physical Inventory - Tag Entry/Update in the Navigation box and then select Physical Inventory - Tag Entry/Update.

   The Physical Inventory - Tag Entry/Update (PHYINV) page appears.

2. If you have multiple facilities, from the Facility list, select the facility.

3. Click on Quick Entry tab.

4. Locate the required tag using one of the following methods:

   • In the blank cell under the Tag column header, type the required tag number.

   • Click the filter icon in the Tag column header and select the required tag number.

5. Record the tag information:

   1. In the Date Counted field, specify the date the item was actually counted.

   2. In the Counted By field, type the initials of the employee who counted the part.

   3. In the Entered By field, type the initials of the employee who is entering the details.

   4. Click the Status button.

      The Change Status window appears.

   5. In the Change Status to list, change the tag status and click OK.

      The Sort window appears.

   6. Click OK to confirm.

   7. Click OK in Confirm Sort window.

   8. Select the part:

      1. Click on Detailed Entry tab.

      2. Click the Part No lookup reference button.

         The Lookup For Part No window appears.

      3. Select the required row and click Select.

   9. To specify the location:

      1. Click the Location lookup reference button.

         The Lookup For Location window appears.

      2. Highlight the required row and click Select.

   10. To enter a bin number, type it in the Bin field.

   11. In the Qty (Stocking) field, type the quantity.

       The part’s standard unit of measure appears in the U/M column. If the unit of measure for the count differs, then select the count’s unit of measure in the uom used for the count quantity field, and type a multiplier in the Conv Factor field to convert the count’s unit of measure to the standard one.

   12. To record a lot number:

       1. Click the Lot lookup reference button.

          The Lookup For Lot window appears.

       2. Select the required row and click Select.

6. On the Toolbar click Save to save, else click Cancel.

​