When you take inventory on a collection, whether you use a workstation or hand-held computer, you should first take inventory on the items in that collection that are on the shelving cart. If you do, Horizon counts these items in your inventory even if you finish taking inventory on the entire collection before you have reshelved the items.
You do not need to take inventory on items that are checked in and placed on the shelving cart after you start the inventory process. The system tracks these items and makes sure they are not considered missing.
To take inventory on shelving cart items
1 | If you have not already done so, choose not to track misshelved items on the Inventory Exceptions report. |
To do this, unmark the Misshelved Rpt box on the Edit Collection Codes window. Your system administrator might have to do this for you if you are not authorized to access the Horizon Table Editor. (For instructions, see Choosing Whether to Report Items as Misshelved.)
Important: If you do not unmark Misshelved Rpt, all the items you inventory from the shelving cart will appear on the Inventory Exceptions report as misshelved items.
2 | Do one of these options: |
• | If you use a workstation to count the shelving cart items, activate the Workstation Inventory process and enter the barcodes from the shelving cart items on your keyboard or scan the barcodes using your wand reader. |
The default location of this process is the Inventory folder on the navigation bar.
(For more information about how to start taking inventory, see Taking Inventory at a Workstation.)
• | If you use hand-held computers to take inventory, scan the barcodes with your hand-held computer and upload the barcode file to the workstation. |
(For more information, see Taking Inventory with a Hand-held Computer.)
3 | If you do not want to track misshelved items for the rest of the collection, skip to step 4; otherwise, do the steps in this table: |
a | Click Complete to finish the inventory of the shelving cart items. |
b | Note the session ID number. |
c | Click OK to return to the Profile Inventory window. |
d | Exit Workstation Inventory. |
e | Choose to track misshelved items on the Inventory Exceptions report. |
To do this, mark the Misshelved Rpt box on the Edit Collection Codes window. (For more information, see Choosing Whether to Report Items as Misshelved.)
Misshelved items for the rest of the collection will appear on the Inventory Exceptions report.
f | Take inventory on the rest of the collection. |
(For instructions, see See "Taking Inventory at a Workstation"Taking Inventory at a Workstation.)
4 | When you finish taking inventory, click Complete. |
Horizon displays the Exceptions Message window.
5 | When the session ID number displays, make note of it in case you need to print the Inventory Exceptions report just for that session. |
6 | Click OK. |
7 | Click Cancel in the Profile Workstation Inventory window. |
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