Instead of creating the physical inventory schedule for the entire school year, create the physical inventory date a few days before it is due. When the site manager opens a physical inventory record in the software, there is only one day available to select, reducing the chance of selecting the wrong date.
Create the physical inventory date on the last calendar day of the month, whether or not it is an operational day (for example, Feb 28 or Dec 31).
Note: You can create only one physical count per start date.
1. On the Physical Counts screen, click the Settings tab.
2. Enter information in the following fields:
•Physical Count Description*: Enter the physical count description. Enter Wall to Wall or Partial Description to specify the type of physical count that the site is preforming.
•Schedule Frequency: To automatically create a physical count after the current one is complete, select the schedule frequency from the drop-down list (Once, Weekly, Bi-Weekly, Monthly, or Last Day of Month).
•Physical Count Start Date: Enter the physical count start date or select the date from the calendar. This field defaults to the current date.
3. In the Assign To Sites section, check the checkbox next to the sites that will perform the physical count.
4. Click Save.