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Physical Inventory
WHAT IT IS

The Edge’s Physical Inventory Wizard exists to help ensure the accuracy of your store’s inventory.
Note: This information is for v. 19 and higher of The Edge.

WHAT IT DOES

Allows you to conduct a Physical Inventory in 4 steps:
  1. Start an Inventory
  • Choose what is being inventoried.
  1. Perform the Inventory
  • Scan or enter items.
  1. Review the Reports
  • See results of inventory.
  1. Reconcile and Finish
  • Review and account for discrepancies.
  • Finish (close) the inventory.
You can select what is being inventoried. This can be a full inventory of your entire store, or a filtered inventory (locations, vendors, collections, categories, etc.). Only one full inventory can be open at a time. There is no limit to the number of open filtered inventories.

HOW IT WORKS

To Start an Inventory (step # 1):
  1. Click Inventory → Physical Inventory → Start New Inv. The Physical Inventory Wizard will appear. Click Next to begin.
  2. Choose whether doing a Full Inventory or Filtered Inventory, then click Next. Only one full inventory can be open at a time. If this option is greyed out, you must finish or cancel the existing inventory. There is no limit to the number of Filtered Inventories you can have open at once.
  3. If doing a Filtered Inventory, use the Selection Criteria drop-downs to set one or more parameters for items to be included in this inventory. Leaving a drop-down blank will automatically include all values.
    Choose criteria and click Next. If doing a Full Inventory, this step is skipped automatically.
  4. Enter a Physical Inventory Name, choose whether Layaways should be included, then click Next.
  5. Click Finish. The inventory is now created and the Scanning window will appear. You are now ready to move on to Step 2 - Perform the Inventory.

EXPAND YOUR EDGE EDUCATION

There’s more to this feature! Visit EdgeUser.com or click the button below and search for Physical Inventory v. 19 and Higher. You’ll learn how to do inventory steps 2-4, and find an all-encompassing tip sheet with an FAQ section. Then continue to empower your business by watching webinars, reading articles from The Edge Knowledgebase, and engaging in discussions with fellow Edge users.

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