Add New Physical Inventory Event

Process Description:

An inventory template can be created and used for future inventories. If selecting a stored template for the inventory another tab option Schedule will display. The template can be used for a future date or it can be used for recurring dates. Click on Schedule and the current month will be displayed.

Process:

Select the    +to ADD EVENT   and a new page opens with 2 tabs. If using the Single Event tab select the begin date/time and end date/time and type in a description for the event. If using the Recurring Schedule then complete the fields for the begin/end dates and choose the specific months, years, weeks, days, hours and minutes that the recurring inventory will occur then click  Save  and a message displays The record was saved successfully. 

 The year/day/hour/minute fields are required. For the hour and minute the best selection would be to choose Static and set the time for a time the food bank is closed for transaction processing. The 
 bottom of the page displays when the inventory will happen based on the selections made.