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Navigate to Operations > Inventory Home > Enter Inventory
You will see 3 sections outlined below
Orders to be received
- The first section contains orders yet to be received.
To ensure accurate Cost of Goods reporting all Orders/Invoices placed since the last inventory should be received before posting the next inventory
- Navigate to What are the features of the Ordering Home page (overview)?#OrderstoReceive
Print Inventory Guide
To print an inventory guide move to Operations > Inventory Home > Enter Inventory
- Click the Print Guide button to create a printable PDF
- Standard Guide contains a Comment section and allows more room for writing.
- Compact Guide eliminates the comment section and allows less room for writing similar to the Order Guide.
Inventory dates are defined globally in Decision Logic by your company.
Contact your administrator if there are questions on when to enter inventory counts.
View the inventory calendar in the inventory section for weekly, bi-weekly or monthly inventories.
- Select the next inventory date in bold to begin entering counts.
- Dates that are not part of the inventory schedule are not available for selection
- Items that do not show a price upon inventory entry have not met Shelf Extensions#ShelfExtensionRequirements
- Items that do not show a pack size on the Inventory Guide are mapped to more than one bid file item.
- Select from the drop-down or hit next to proceed to the next inventory location.
- Select Save after entering counts in each location.
- Select Continue.
- Modify any counts with negative usage.
- Select Review to see items with Variance.
- Make any adjustments items on the Review Variance screen.
- Select Post to finalize your counts.
Users may notice when clicking to a new page in inventory that it might also briefly display a page that states, “Please wait while data is being loaded.”
FAQ and Tips on Entering Inventory
- For faster inventory entry with multiple user entry and sync options try Decision Logic Mobile Inventory.
- Inventory counts can be entered into the Decision Logic on the evening prior to the enter inventory date.
- When inventory is entered before the inventory date be sure to save your counts on the web or sync them from the mobile device.
- You will then want to post them after all sales have imported into Decision Logic for the day prior.
- You can also post counts the following morning on the correct inventory date.
- This is to ensure that the inventory post timestamp matches your inventory date and that Sales information has had time to import into Decision Logic from all dates prior.
If you post counts early the last day of sales for that week will not make it into the Cost of Goods report. You will need to open and re-post the inventory when this occurs.
Color code chart to the left of the calendar illustrates inventory status:
Blue– Inventory is started but not posted
Yellow – Inventory is in variance and needs to be finalized. Click on the Red inventory date to continue.
Green– Inventory is posted
The Extended Price Total is calculated as (Inventory Quantity / Inventory Multiplier) * the last received Bid file Price
Inventory Review Page
On the Inventory Review screen prior to posting counts all items listed with a RED X have a negative actual usage. If the Actual Usage is negative it may be an indicator of a missed quantity, miskey, or an order has not been received properly. Double-check quantity entered on each item with an X listed.
After verifying all items are correct, click Continue. The next screen to appear is the Inventory Variance screen.
- This is the manager’s last chance to make any changes to the inventory before posting.
- Prior to posting counts the items listed on the Inventory Variance screen is the largest positive and negative variance items.
- Double-check your quantity inventoried for these items to ensure accuracy.
- Once these items have been double-checked, click on Post Inventory to finalize the inventory.
- Once posted inventory values are now locked, and users will be shown the Usage Efficiency report. Now is the time for viewing all inventory variances and for managers to start investigating, see Supply Chain Reporting for more information.
Open, Edit or Request Change to Inventory
If inventory quantities need to be changed after posting there are 3 options to change counts depending on your companies policy.
- Open Inventory Users with Change rights navigate to Inventory Home > Inventory History and right-click on the inventory and select Open. Instruct users to Enter Inventory again.
- Edit Inventory Users with Change rights navigate to Inventory Home > Inventory History and right-click on the inventory and select Edit
- Request Change for Users with Enter Only rights to be approved by an Admin using Change Approval - V5
Table of Contents
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For additional questions or assistance please submit a support ticket by visiting the Decision Logic Help Center.
To Move an Inventory to a New Date
For example, say you want to move the following inventory dates:
- 4/30 Inventory to 5/7 Inventory
5/7 Inventory to 5/14 Inventory
5/14 Inventory to 5/21 Inventory
First, you would Delete the Inventory for 5/21/18.
Then move using the Edit option you will want to move the dates going from the most recent to the oldest dates.
You will want to Move and Post 14th on the 21st first, then the 7th Inventory to the 14th, and last you would want to move the 30th to the 7th.
Skipping an Inventory
- Even if the store is not going to take an inventory since your inventory calendar includes a reoccurring inventory schedule. The store will still need to go through the process of posting their Inventory with 0 counts.
- This will capture the week's worth of sales that are used for calculating the Cost of Goods Sold, TvA, and IvA.
- After they post their next 'real' inventory with true counts, the stores will need to look at 2 weeks of reporting to see good data.
Note, looking at reports for one week at a time will not have good results because of the zero inventory counts that were posted for the week you wanted to skip taking inventory.
To determine the Inventory Qty for a Keg, you will want to take the following steps:
1. If the Keg is untapped, count it as 1
2. If the Keg is tapped, using a scale, weigh the keg
3. Subtract the predetermined weight of the empty keg shell (of appropriate size)
4. Divide this number into the weight of a full keg minus the empty keg shell
5. Enter this number as the quantity
An alternative method to tracking Keg Inventory is to create a prepped item for tapped Kegs. Using this method you can adjust the yield to account for foam. The prepped Item will need to be added to your Inventory Set and the store will want to Inventory the tapped keg.