When you do your periodic inventory count, you can check if the quantity you have in stock actually matches the one in Rentman and correct it if it doesn't.
How does it work
For every item or case in your Equipment database, you can count how many items you currently have in stock and match them with your Expected warehouse stock.
For your items, the 'Expected warehouse stock' is the result of the item's quantity minus the quantities in a case, in repair, and in location for a project.
Example: if you have quantity 10 of a Microphone X and 2 pieces are parts of cases, 1 is in repair, and 3 are in locations for some projects, the 'Expected warehouse stock' of Microphone X is 4.
Cases follow the same rules as your items. Kits are excluded from the counting because their content can vary.
Count the equipment
To start the inventory counting:
- Go to your Equipment module.
- Select all the equipment you want to count using the checkbox.
- Click on the More actions button.
- Select 'Count equipment'.
- In the Data tab, you can find instructions about this functionality, and add a name and a remark for your inventory check.
- In the Equipment tab, you will find all the equipment you selected.
- You can now count your equipment manually (double click on the 'Counted' column) or scanning.
To scan your equipment for the purpose of inventory count, you will need a USB connected (wireless) scanner. It is not yet possible to do this via the Rentman mobile app. This means that it will also not be possible to use Zebra scanners to scan, which rely on the Rentman app.
When you have finished counting, in the 'Status' columns you can see if you counted less ("Shortage") or more ("Surplus") than the expected quantity, or exactly the expected quantity ("Correct").
If you are counting bulk equipment (equipment for which you don't use serial numbers) you can click on 'Complete the count' and the difference will be applied to the equipment quantity.
If you are counting equipment with serial numbers, you will have to adjust the differences manually.
Counting sale items
When counting the stock for sale items, the process is exactly the same. After clicking on 'Complete the count', a stock mutation will be created to apply the difference.