User guide

Business Type – Fleet

Rusty’s Cable Service has 20 vehicles setup as sites in

InventoryControl a nd one storage room setup as a site. Each driver

is assigned a handheld device that he or she uses throughout the workday to

perform various functions. To audit their inventory, they follow the plan below:

• A date and time of the audit is set and announced to the employees.

• The counting is divided up by site (vehicle) with each employee assigned to

count one or more vehicles and one employee assigned to count the storage

room (also set up as a site).

• All employees stay after hours one day to train. One vehicle is used as the

training site and each employee takes turns counting some inventory in the

vehicle. The counts are then downloaded to the PC, rejected on Process

Mobile Data screenandthesoftwareisthentakenoutofAuditMode.

• On the day of the audit, InventoryControl is put into Audit Mode and the

mobile databases are created and sent to the mobile devices. The Site

Configuration screen is used to limit the device to just that vehicle or to the

storage area.

• The rest of the steps are the same as for Distributing, described above.

Business Type – Reseller

Since Brady’s Bargains is not using mobile devices, they follow the

method below for their audit.

• A date and time for the audit is set.

• The counting is divided up by location and assigned to the employees.

Training is performed for the three employees who will be counting.

• On the day of the audit, they print out the Item by Location report. The

report is divided up into locations and each employee is assigned a specific

location(s) in which to count.

• The employees manually count each item in their assigned location, making

notes on new counts and items in incorrect locations, etc.

• The reports with the quantity and notes are collected from the employees

and the data is manually entered on the Audit screen for each item. Since

this business is not using handheld devices, it is very important that they

manually enter the counts for each item on the Audit screen, even if the