Tips & Tricks: How can I confirm that I have included all items in my Physical?

Issue: I want to confirm that I have included all my active items in my Physical Inventory

Resolution: Compare the number of items included in your Physical to the number of active items in your store.

*Note: Users will need access to System Setup and Stores to perform this task*

  1.       Navigate to Physical Inventories, locate the Physical in question and note the quantity in the SKUs column

    2.       Navigate to System Setup >Stores and compare the quantity in the Active SKUs column to the SKUs column from Physical inventories

   Why would there be discrepancy?

There are several reasons there could be a discrepancy between how many items are in your physical and how many are listed as being active in your store.

1. The physical in question is a Cycle Count- in this case it would be expected that there are less items because only one level, or vendor would have been counted.
   
2.  Only items that with on hands were included in the physical. This would be expected for locations that have large seasonal inventories with many items that frequently have 0 on hand.
   
3. Not all active items were brought into the physical – this can occur when physicals are created. Click Here for a step by step guide to creating a physical and including all active items. 

• Related Articles

• COGS Troubleshooting

  This document was designed to help users pinpoint where and why there are discrepancies in their COGS reporting.  Why COGS are inaccurate: If COGS numbers are appearing incorrectly in Yellow Dog one of the following will be the cause: Invoices were ...

• Reporting Explained: Troubleshooting- Received Items Not on Any Physical

  Business Need: This report is helpful for users after doing their monthly physicals. It allows users to see any items received into inventory that are not included on a current physical.  For more information on physical inventories click here.  How ...

• Reporting Explained: Troubleshooting- Items Locked

  Business Need: This report is helpful for customers who need to manage items that are locked due to being on a purchasing document. It also helps in locating the purchase order number for any item with an on-order quantity. How it works: When an item ...

• Tips & Tricks: Searching for Multiple items at once

  Not sure what the item description might be? Need to search for multiple items?    Tip:  Type in the search bar Item #1 "OR" Item #2. Items that fit the search field will be fetched!    

• Troubleshooting: How do I start investigating variances in my physical?

  The first place to start investigating variances in your physical is an Item History report. This report will provide detailed information regarding when your item was purchased, received, manually adjusted, sold & inventoried. Variances are most ...

• Recent Articles

• Yellow Dog/NCR Silver Integration Overview

  This document will provide an overview of the Yellow Dog/NCR Silver integration Integration Overview The Yellow Dog/NCR Silver integration is a 2Way integration Sales – Pulled from the NCR API Items – Pushed to the NCR API Requirements for items to ...

• Send Saved Report Emailing

  You can configure saved reports to be automatically emailed to you and/or team members on a set schedule. How do I schedule daily email reporting? You can configure saved reports to be automatically emailed to you and/or team members on a set ...

• Purchasing Flow for Food and Beverage

  The Yellow Dog Inventory purchasing flow ensures that all aspects of inventory management, from restocking to adjusting errors in transfers, are covered systematically. Each document type in the flow serves specific functions that collectively ...

• Updating Count XL Application

  You may need to update your Count XL application on your handheld device to ensure it runs properly and smoothly. If you have received the following errors, your Count XL application may need to be updated: • “Invalid network error” • “API error” • ...

• Removing Items with On-Hand Quantity (Decimal)

  You might encounter difficulty removing specific inventory items due to an error indicating that the item cannot be removed since its on-hand quantity is not zero, possibly because the decimal point is not properly adjusted. Changing the Decimal ...