Physical Inventories

Yellow Dog Inventory provides a complete workflow process for your physical inventory process.

Whether you can using a handheld or a paper count sheet to record your counts, the process in Yellow Dog Inventory is the same.

Step 1: Count Sheets (Determine what to count)

Step 2: Sessions (Enter those counts - Electronically or Manually)

Step 3: Physical (Pull in all sessions to see total counts and variances)

Count Sheets – For Manual Counts

Our system offers the ability to setup unlimited count sheets to present certain items in an order and grouping that meets your inventory needs.

The count sheets are 100% customizable in terms of what items or levels to include, the formatting of the actual count sheet template and what to name each count sheet.   The templates can include a variety of item information such as the SKU, Item description, any of the 10 dimensions, the levels, and much more.

Mobile App – Electronic Counts

We offer an iOS and Android application to conduct physical inventory from a mobile device. This can be used on our all-in-one bar code scanners or android or iOS devices. Click here to see the information on what our requirements are for our mobile apps and connected devices.

  • Internet enabled or “Docked” mode options

  • Scan barcodes to enter item counts

  • Enter counts for parent or child sizes with a single scan

  • Scan items individually or enter total item count

  • Offline counting ability

  • Sync inventory counts to database through Wi-Fi or Cell data connection

  • Optional hardware available for purchase compatible with the App

  • Count sessions can also be used to create Requests, Purchase Orders, Receipts, Invoices, Return to Vendors, Manual Adjustments, and Retail Price Schedule!

  • Click here for software demo and here for more of a handheld demo

  • Click here to see how the all-in-one scanner compares to a cell phone camera in terms of speed of use

 

Sessions

The next step is to see your counts in the session list.  If you are using the mobile app, these sessions will be created automatically. 

You can see the counts captured in the mobile apps or the counts entered from the paper count sheets.  When ready, you can select one or more sessions to create your physical.

One you commit a physical, you can have any of the sessions used be marked as processed and not appear in the future.

Physical Counts

After creating a physical, you will see your items and the counts that have been performed from your mobile and manual sessions.  Previous on-hand and variances are clearly shown.  You can also show every item that was NOT counted, show only variances, sort by 14 different orders, and easily find items. A dozen detailed historical reports for physicals is included.

You can also count “child” items to properly count the “parent” totals.  In the example below, you can see how both each and cases were counted to arrive at a single total amount.

You can set the effective date and time for each physical to allow you to post variances correctly.  No need to rush to beat the clock or stop processing data until you have your counts done.

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