Assess

The top of the screen displays the name of the current inventory record along with the number of Expected, Matched, and Not Found components.

• Expected – Component that match the query specified by the inventory record’s Type. These are the components that are expected to be found during the physical inventory.
• Matched – Components that were expected and have been recorded as part of this physical inventory.
• Not Found – Components that were recorded as part of the physical inventory but were not expected.

Record Components

When component CID or WIP ID barcodes are available, the user can use the Camera button to activate the device camera or use a barcode scanner device to scan the barcode and add the component to the inventory. If manually entering the component CID or WIP ID, click the Verify button to add the component to the inventory. If the component is in the list of expected components, it is considered Matched. If the component is not in the list of expected components, the component CID or WIP ID is considered Not Found and must be reconciled at a later time.
If no CID or WIP ID is available, the user can click the ‘Bad Barcode’ button to add a component to the inventory. They will be prompted to add a Note to the component that can include identifying information like serial numbers to facilitate the reconciliation process at a later time.

The matched and not found components that have been added to the inventory will be listed in a table. In addition to the CID or WIP ID and Status, each component row has a Clear button to remove the component from the inventory, and an Add Note button to allow the user to record a note about the component that will be stored with the inventory item record.

At the bottom of the screen is a list of all of the expected components that have not been matched. By default, this list is collapsed but can be expanded to view the entire list.

When the user is finished performing the inventory operation, they can use the Save Incomplete button to save the current state of the inventory but leave the Status as Incomplete so they can resume the inventory at a later time. The Complete Inventory button will save the current state of the inventory and also modify the Status to Complete, which will remove the inventory record from the Inventories List. Inventories can be viewed and modified at any time from Shop Manager, including inventories that have a status of Complete or Reviewed.