User guide

procedures should be.

• Backup Your Database – Create a pre-audit backup of your

database on the day of your audit, just before putting the system

into Audit Mode. This is an important step as it preserves all of

your data up to this point. If something goes wrong during the

audit, you can restore this backup and return your database to its

pre-audit status. We recommend you name this backup s omething

that clearly identifies it as your pre-audit backup. You can use the

format below a s a guide:

Pre-Audit-yyyy-mm-dd.bkp

• Create Mobile Databases – After you have backed up your

database, make sure all other PCs running InventoryControl have

exited out of the software. This ensures that after you put the

database into Audit Mode, there is not another PC performing

transactions. Next, put the PC in Audit Mode andcreateyour

mobile database. You can then send this mobile audit database to

your mobile devices. This sends a snap shot of the pre-audit

database to the mobile devices and disables any transaction

features such as add, remove, pick and receive.

If you are using more than one mobile device, you can filter the

data that you send to that device. This enables you to only include

in the database the location and/or item information that will be

counted on that device.

• Count Your Inventory – Now you can begin counting the

inventory. These should be “blind counts”, meaning the person

who is doing the counting should not know what the quantity listed

in the database is. Knowing what the counts should be can lead to

honest mistakes - if you know 20 should be there, you may look at

a stack of 18 and see 20. It can also prevent employees from

counting 18 and entering 20 because they want to speed up the

audit, although adequate training also helps alleviate this problem.

Make sure each employee has the “counted” tags for their location.

After each location is counted, the tag should be marked with the

initials of who did the counting and placed in a visible area at the

location.

• Sync Back to the PC – After the counts are complete, sync the

devices back to the PC. This sends the counted data to the PC

where you can process the transactions (send them to the

database). Make sure that all devices are accounted for before

moving on.