Inventory Control Tips and Tricks
Our Corporate Training Team has compiled some helpful tips and tricks for using Inventory Control based on questions from users like you.
What do I do if I cannot log in?
Have you tried to log in but find yourself locked out of Inventory Control? Call Wasp’s tech support at 800.547.9277, option 2 for help resetting your password.
Can I practice with demo data so I don’t impact my production data?
When you install Inventory Control, a sample company’s database is included. Use this sample company to practice creating and managing items – this way all transactions will become part of the sample company’s history and not yours. Check the Use Sample Company box before you log in.
How do I setup email alerts?
Would you like to be notified of under stocked items, items with a negative quantity, or pick/purchase orders that are past due? Set up email alerts. Go to the Tools menu, select Options, and complete the Email and Alert sections.
What is “pinning”?
Best timesaving trick on the mobile device! Hold any field’s information when processing multiple transactions by “pinning” the field down; saving time by not re-entering repeated information. After you’ve selected the field’s information (i.e. site, location), tap the field’s name on the screen.
How do filters work?
Narrow any report or list to the exact data you need using the filter button to sort by your choice of criteria.
Restrict User Access (sites)
Restrict a user’s ability to view or work with items. In Administration, select Security. Create a New Group with access to only the site(s) of your choosing. When a user logs into Inventory Control, the items displayed will only be from the site(s) to which the user is assigned. This is a great way to ensure users are only working with their items.
Audit: Reconcile Inventory Counts
To start an Audit, go to Inventory and select Begin Audit. On the PC or Mobile Device (see below), enter a count for each location’s items. After completing your counts, generate the Items Not Counted Report to identify any missed items. Reconcile by comparing your pre-audit counts with the counts entered during the audit. Review the additional audit reports before finalizing.
Audit: Using a Mobile Device
A mobile device makes counting your inventory easy by giving you freedom of movement and by preventing common data entry errors. Start the Audit on your PC, sync your mobile device to place it in Audit Mode, and then begin counting. Simply scan an item’s barcode, select its location, and provide the total quantity. When you’ve finished counting, sync your device and PC and complete the audit process.