Transcript Entering Counts into WebSMARTT

Inventory Skills
Entering the
Counts
What this tutorial covers—and doesn’t
This tutorial covers only the detailed process starred below.
See Inventory Step by Step for an overview of all tasks.
Other detailed tutorials are available for the tasks shown in blue.
Inventory tasks
1.
Record transfers
2.
Report losses
3.
Get organized
4.
Print worksheet
5.
Receiving
6.
Count and record on worksheet
7.
8.
9.
10.
Enter the counts into WebSMARTT
Print – review – correct
Submit
Notify that you’re done.
When to enter counts into WebSMARTT:
On inventory day.
Before you begin . . .
You’ll need the
inventory
worksheet on
which you
recorded the
actual physical
counts.
1. Re-check receiving.
Receiving must be complete before an
inventory can be opened. To be sure you got it
all, check here:
See separate tutorial on Receiving if you need help with this step.
2. Ask to have your inventory opened.
Call 63568 or
E-mail: [email protected].
Allow at least ½ hour after your request
before attempting to go to your
inventory.
After your inventory has been opened . . .

No more receiving until the inventory is
complete and submitted.

No more transfers until the inventory is
complete and submitted.

Do the steps in order.
3. Click on the Inventory tab.
4. Click on Physical Inventory.
You should see the following message:
If you get a different message, it means your inventory is not
yet open. Wait a few minutes, and try again.
5. Click OK.
Clicking OK closes the dialog box that hides part of the page.
But as you can see below, there is still no place for you to
enter the numbers. Continue to the next slide . . .
6. Click Change.
The Physical Inventory Entry page opens (with little boxes you
can type the numbers in).
7. Copy the counts from your worksheet.
8. Save your work . . .
When you are finished,
or if you are interrupted,
click the Confirm button
(this saves your work).
9. Print a copy of your work.
Before submitting:


Click the Print button.
You won’t be able to
print the same report
after the inventory is
submitted.
Printing your work, continued . . .
Click the printer icon.
10. Review carefully before submitting. . .
Compare the worksheet with the printed report, to make sure
you entered the numbers correctly. Changes cannot be
made after the inventory is submitted.
After submitting, changes are impossible
Really??? You have 8 cases of foil pop-ups?
Or did you mean 8 boxes?
Case
Box
If you need to make changes . . .
Before submitting:






Click the Change button.
Enter the change
Confirm again
Print again
Review again
REPEAT til everything is correct.
What’s next . . .
Submit the inventory.
Notify that you have
finished, according to
instructions from your
supervisor.
See also the separate tutorial on Inventory Step-by-Step.