Functionality Carry out an inventory interventionfeature of the K inventory software enables you to monitor operational controls to easily carry out an inventory.
This feature also offers the possibility of scanning identifiers and barcodes to facilitate the identification of references to be inventoried.
1. In the left-hand menu, click on the icon Interventions 
2. Go to Task managementclick on the 
icon of one of the inventory operations to be carried out
INVENTORY STAGE
3. On the Inventory task, click on the 
action button, then on the 
Inventory task list
4. In Selected foldersclick on a perimeter to be inventoried
Perimeter selection
5. Click on the 
icon to open the input field.
List of references to be inventoried
6. Scan barcode or part number identifier 
7. For a Equipment or a filethe scan of the identifier or barcode validates the reference.
Scan of an equipment reference
8. For a Producttype, a pop-up window opens where you can enter, in the Quantity field, the number of products counted
9. Confirm by clicking on Save
Pop-up quantity for a product reference
10. For a Producta pop-up window opens where you can enter, in the field Quantityfield, the number of products counted
Manual entry in the Quantity field of a product
11. Repeat the same action for all references to be inventoried
To cancel the scan or the quantity entered, click on the checkbox of a reference 
, then click on the 
icon.
Discrepancies may be noted during the inventory. The references concerned will be identified in Orange. The counter Unplanned counter will be incremented to show the number of discrepancies.
- Quantity difference for a product
- Location gap for equipment and product
References with deviations
References not present on the platform can be scanned; the references concerned will be identified in red. Counter Unknown counter will be incremented to display the number of references not created in the database.
Unknown reference type Equipment
12. To enter information for a reference not yet created in the database, select whether the reference is of type Product or Equipment
Reference type selection
13. For a Equipmentvalidate by clicking on Save
14. For a Producttype in the quantity, then click on Save
Enter quantity of unknown product
15. Once all reference information has been entered, save your changes using the Save
Inventory results
INVENTORY VALIDATION STAGE
16. On the Inventory Validation task, click on the action button, then on the
Inventory task list
17. In Selected foldersclick on a perimeter to be inventoried
Perimeter selection
18. In List of inventoried references, check that all data are correct.
List of inventoried references
19. If the data is correct, click on the Save. Updates will be made automatically
If not, click on Cancel to return to the intervention, the Save buttonallows you to save changes for later editing. Finally, the Close button ends the inventory operation and saves the current status.
Inventory backup screen
20. If you do not wish to validate the inventory intervention and have an update performed, click on the Cancel
View messages entered by clicking on the Comments tab.
List of comments
To reopen the suspended task, on the task, Validate inventory, click on the action button and then on the button
.
It will also be possible to enter an information message for reopening the task.
To validate and proceed with automatic data updating, refer to action number 19.
21. To check that references have been updated, click on the 
icon in the left-hand menu, then go to the inventoried folder.
Inventory results
1. In the menu at the bottom of the screen, click on the 
2. In the action menu, click on the icon Interventions
Actions menu
3. On the Interventionspage, click on one of the inventory operations to be carried out
List of interventions
4. In the Taskssection, click on the icon and then on the View icon of the Inventory task.
Open Task
5. To retrieve the intervention data, click on the button Download data
6. Go to List of Foldersclick on a perimeter to be inventoried (example below: CABLAGE)
Perimeter selection
List of references to be inventoried
7. To scan a reference, click on the icon 
8. For a Equipment or a filethe scan of the identifier or barcode validates the reference.
Scan of an equipment reference
9. For a Producttype, a pop-up window opens where you can enter, in the Quantity field, the number of products counted
10. Confirm by clicking on Update
Pop-up quantity for a product reference
11. For a Productyou can also enter the number of products directly in the Quantity field in the list of references to be inventoried.
Manual entry in the Quantity field of a product
12. Repeat the same action for all references to be inventoried
Quantity discrepancies may be noted during the inventory process, and the references concerned will be identified in Orange.
References with deviations
13. To enter information for a reference not yet created in the database, select whether the reference is of type Product or Equipment
Reference type selection
14. For a Equipmentsimply click on Save
15. For a Producttype, enter in the Quantity the number of products counted
16. Confirm by clicking on Save
Enter quantity of unknown product
Inventory results
17. To save the information entered, click on the arrows at the top of the screen to return to the end page of the inventory operation:
- First click
to return to the page Folder list - A second click
to return to the intervention page
18. In the Tasks section of the Intervention page, click on the task icon. Perform inventorythen on Close 
Closing the intervention
19. To check that references have been updated, click on the 
icon in the menu at the bottom of the screen, then go to the folder you have inventoried.
Inventory results
- Web
-
1. In the left-hand menu, click on the icon Interventions
2. Go to Task managementclick on the
icon of one of the inventory operations to be carried outINVENTORY STAGE
3. On the Inventory task, click on the
action button, then on the Inventory task list
4. In Selected foldersclick on a perimeter to be inventoried
Perimeter selection
5. Click on the
icon to open the input field.List of references to be inventoried
6. Scan barcode or part number identifier
7. For a Equipment or a filethe scan of the identifier or barcode validates the reference.
Scan of an equipment reference
8. For a Producttype, a pop-up window opens where you can enter, in the Quantity field, the number of products counted
9. Confirm by clicking on Save
Pop-up quantity for a product reference
10. For a Producta pop-up window opens where you can enter, in the field Quantityfield, the number of products counted
Manual entry in the Quantity field of a product
11. Repeat the same action for all references to be inventoried
To cancel the scan or the quantity entered, click on the checkbox of a reference
, then click on the icon.Discrepancies may be noted during the inventory. The references concerned will be identified in Orange. The counter Unplanned counter will be incremented to show the number of discrepancies.
- Quantity difference for a product
- Location gap for equipment and product
References with deviations
References not present on the platform can be scanned; the references concerned will be identified in red. Counter Unknown counter will be incremented to display the number of references not created in the database.
Unknown reference type Equipment
12. To enter information for a reference not yet created in the database, select whether the reference is of type Product or Equipment
Reference type selection
13. For a Equipmentvalidate by clicking on Save
14. For a Producttype in the quantity, then click on Save
Enter quantity of unknown product
15. Once all reference information has been entered, save your changes using the Save
Inventory results
INVENTORY VALIDATION STAGE
16. On the Inventory Validation task, click on the
action button, then on the Inventory task list
17. In Selected foldersclick on a perimeter to be inventoried
Perimeter selection
18. In List of inventoried references, check that all data are correct.
List of inventoried references
19. If the data is correct, click on the Save. Updates will be made automatically
If not, click on Cancel to return to the intervention, the Save buttonallows you to save changes for later editing. Finally, the Close button ends the inventory operation and saves the current status.Inventory backup screen
20. If you do not wish to validate the inventory intervention and have an update performed, click on the Cancel
View messages entered by clicking on the Comments tab.
List of comments
To reopen the suspended task, on the task, Validate inventory, click on the action button
and then on the button.It will also be possible to enter an information message for reopening the task.
To validate and proceed with automatic data updating, refer to action number 19.
21. To check that references have been updated, click on the
icon in the left-hand menu, then go to the inventoried folder.Inventory results
- Mobile
-
1. In the menu at the bottom of the screen, click on the
2. In the action menu, click on the icon Interventions
Actions menu
3. On the Interventionspage, click on one of the inventory operations to be carried out
List of interventions
4. In the Taskssection, click on the
icon and then on the View icon of the Inventory task.Open Task
5. To retrieve the intervention data, click on the button Download data
6. Go to List of Foldersclick on a perimeter to be inventoried (example below: CABLAGE)
Perimeter selection
List of references to be inventoried
7. To scan a reference, click on the icon
8. For a Equipment or a filethe scan of the identifier or barcode validates the reference.
Scan of an equipment reference
9. For a Producttype, a pop-up window opens where you can enter, in the Quantity field, the number of products counted
10. Confirm by clicking on Update
Pop-up quantity for a product reference
11. For a Productyou can also enter the number of products directly in the Quantity field in the list of references to be inventoried.
Manual entry in the Quantity field of a product
12. Repeat the same action for all references to be inventoried
Quantity discrepancies may be noted during the inventory process, and the references concerned will be identified in Orange.
References with deviations
13. To enter information for a reference not yet created in the database, select whether the reference is of type Product or Equipment
Reference type selection
14. For a Equipmentsimply click on Save
15. For a Producttype, enter in the Quantity the number of products counted
16. Confirm by clicking on Save
Enter quantity of unknown product
Inventory results
17. To save the information entered, click on the arrows at the top of the screen to return to the end page of the inventory operation:
- First click to return to the page Folder list
- A second click to return to the intervention page
18. In the Tasks section of the Intervention page, click on the
task icon. Perform inventorythen on Close Closing the intervention
19. To check that references have been updated, click on the
icon in the menu at the bottom of the screen, then go to the folder you have inventoried.Inventory results
- First click
To continue browsing, here are a few articles related to this page:
