Planning inventory. Before you actually start counting your library’s items, plan how you will take inventory. If you plan well, your inventory taking will be more efficient. (For more information, see Planning Inventory.)
Setting up for inventory. The system administrator must set up or update the collection code and item status tables so Horizon will record when your staff takes inventory for a particular collection. The system administrator must also set up the tables to establish if and how the system reports exceptions found during the inventory for a particular collection. If you use hand-held computers for your inventory, your system administrator must also set up those units. (For more information, see About Inventory Setup.)
Taking inventory. When you take inventory, you record the barcodes of a particular collection and upload them into the Horizon server for processing. (You can record barcodes by scanning them with a hand-held computer or by typing or scanning them into a workstation.) Horizon tracks these items so you account for everything including those items that the inventory process has found to be in the wrong place or missing. Once you determine which items are in the wrong place or missing, you can resolve those issues. (For more information, see About Taking Inventory.)
Resolving inventory issues. After you take inventory, you must report and manage exceptions found during inventory. This includes tasks such as printing an Inventory Exceptions report, resolving exceptions, finding missing inventory, creating and printing missing inventory reports, and resolving missing inventory. (For more information, see About Resolving Inventory Issues.)
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