Inventory Count

Function Inventory Count allows to count all parts managed by KanbanBOX, scanning the barcode and declaring the quantity present in warehouse.

Opening an Inventory Count

Procedure:

1. Get in Settings > Company settings
2. In the section Inventory Count (with the module already activated), enter the name of the current inventory count or, otherwise enable continuous inventory, then fill in the Period within which the reading is considered duplicate field. By enabling continuous inventory, the name will become continuous and will not be editable.
   

The counting

For counting with a mobile device, it is possible to use the KanbanBOX App available for Android and iOS.

1. Login with the credentials and select the menu Inventory Count.
   
2. Scan the barcode of kanban cards in warehouse and enter the real quantity in the box.
   

The card added to the Inventory will maintain the status at the time of insertion.

Error cases

After each scanning, KanbanBOX shows a log message that informs the user if the count happened correctly or not.

In case of an error in entering the quantities, it is not possible to read the barcode again with the terminal and re-enter the correct quantity. KanbanBOX will give an error message for "kanban already inventoried".

It is not possible to read with the inventory count cards that in KanbanBOX are already consumed and released and therefore have already generated a new Kanban ID.

To manage some of the anomalies, read the guide on excess kanban .

Add a card to the inventory count from the Web Interface

It is possibile to add a card to the current inventory count from the KanbanBOX Web Interface, using the dedicated widget.

1. Get in Home and click on Edit your home page.
2. Search for the widget "Add cards to the inventory" and select Add widget.
3. The widget is now present in the Home page:
4. Insert the ID of the card to add to the current Inventory Count and click on Submit.

If the card we are adding into the Inventory Count using the widget is not in Full status, then a pop-up will ask if you want to declare it to Full.

Report and analysis

Once the inventory count is completed, get to in Masters > Parts > Inventory Count.

There are 2 reports to check for the internal analysis:

• List of all kanban cards inventoried: it shows all cards scanned with Inventory Count function. For those cards that at the time of the inventory count are in a state other than Full, you can declare the individual rows in Full with the icon under the column Operations.

• List of kanban cards on board but not included in the inventory count list: by selecting “Cards on board missing from inventory count” it is possible to check the cards still to be inventoried and identify which cards are no longer physically present in the warehouse, but still present on the board. Using the button under the column Operations, it is possibile to set as Released the cards that at the time of the inventory count were Full but have not been read with the Inventory count function.

How to Deactivate the Inventory Count module

Procedure:

1. Get in Settings > Company settings

2. In the section Inventory Count, it is possible to disable the inventory count by selecting "No" in the Enable Inventory Count field.