Broad Counts Overview
"Broad Counts" allows the users to perform the stock verification process at a very broad level, thus allowing them to save time. Broad Counts will not use existing inventory definitions but rather new Broad Count definitions. Broad count definitions support filters based on a single department or a single category only. You can create and assign Broad Count Definitions as per locations.
In this article, you will learn:
- How to apply Broad Count settings.
- How to carry out the Broad Count process.
1. Broad Counts Settings for Employees - Corporate
Under Dashboard Settings for Employee Group, set the Allow Broad Counts toggle to YES for the employees who will be allowed to access "Broad Counts" and carry out the process. See Figure 1.0.
Figure 1.0
- Additionally, certain settings are to be made at the employee level for them to be able to carry out the Broad Count process.
- Go to Employees>>Edit Employee>>Permissions Tab>> Dashboard Settings>>Modify Dashboard Settings>>Enable Allow Broad Counts.
- Once the settings have been configured, the selected employees are now allowed to perform the Broad Count on the existing inventory definition.
2. Reaching Broad Counts - Employee
To reach "Broad Counts," follow the steps below:
- Step 1: Log into Control Center - Employee
- Step 2: Choose Inventory
- Step 3: Choose Inventory Counts
- Step 4: Choose Broad Counts
3. Understanding the "Broad Counts" Layout
Please see the image below labeled Figure 3.0 for a description of the buttons and fields that appear on the screen.
Figure 3.0
1. Start Count: This button is used to start the Broad Count.
2. Update Count: This button lets you update the created Broad Count in case there's a variance in the user count vs. the system count.
3. Finish Count: Click this button to finish the count and submit it to the corporate user for review. When done, it is submitted to the corporate user for review.
3. Start Count - Employee
This button will open up the Start Count form, as highlighted in Figure 3.1.
Figure 3.1
Fields:
Fill in the details as per the fields' explanation:
- Definition: The Broad Count Definition drop-down list populates with only those Broad Count Definitions that are assigned to that
location for which that day’s Broad Count is still pending. Choose the one definition that needs to be counted.
- System
Count: This field represents a system-calculated count that is visible to the user
only if the setting for Show System Count at the Inventory Definition level is set to Yes, as displayed in Figure 3.2 below. Else,
this field will be displayed with the value as N/A.
- Go to Edit Broad Count Definition Page>>Enable Show System Count to Employees.
- See Figure 3.2 for reference:
- Notes: These are the notes that are required to be saved with the count. Based on the setting for the selected
definition, this field will be required before the count can be
saved/submitted.
- Total Count: It is the count that you have physically counted and entered for the selected broad definition.
- Start Count: Clicking on this button will start the Broad Count. Once done, the message highlighted in Figure 3.3 appears.
- A message dialog box appears conveying that the Broad Count has been successfully started.
- Click on "OK" to begin physical counting as per the definition selected.
- Once the Broad Count is completed by the employee, you can update that before submitting.
Figure 3.4
1. Update Count: This button lets you update the created Broad Count in case there's a variance in the user count vs. the system count.
Figure 3.5
- Edit the count, if need be.
- Click "Save Count" to save the count.
- Click on "Submit Count" to finally submit the count.
- Click on "Cancel" to discard changes and exit the Update Count form.
2. Finish Count: Click this button to finish the count and submit it to the corporate user for review. When done, it is submitted to the corporate user for review.
Figure 3.6
- Click on "Yes" to finish the Broad Count.
Figure 3.7
- Click on "No" to keep on updating the Broad Count.
4. Broad Counts Module - Corporate User Side
Once the Broad Count is completed, the Broad Count is now ready to be reviewed by the corporate users.
4.1. Reaching Broad Counts - Corporate User
To reach "Broad Counts," follow the steps below:
- Step 1: Log into Control Center
- Step 2: Choose Point of Sale
- Step 3: Choose Inventory
- Step 4: Choose Inventory Counts
- Step 5: Choose Broad Counts
4.2. Understanding Broad Counts - Corporate User
When the admin/corporate users access the "Broad Counts" module, it displays the grid with the list of Broad Counts that are submitted by the employees, as shown in Figure 4.2.0.
This is the review page for all the Broad Counts:
Figure 4.2.0
Action Buttons:
1. Edit: This button will open up the Broad Count Details page with the details of the selected Broad Count. You can Review, or Review with Variance from this Edit screen as well. See Figure 4.2.0.
Figure 4.2.1
Broad Count Details:
- Date: This is the date on which the Broad Counts were conducted.
- # of Childs: This is the
number of child items as per the Parent-Child link.
- Locations: This is the store location name where the Broad Count is performed.
- Filter: This is the further selection of the item type that you have selected.
- Type: This is the Item Type-Category or Department.
- System Count: This is the system-expected count.
- User Count: This is the count submitted by the user.
- Variance: This is the difference between the system count and user-summited count.
- Current Status: This shows the status of the Broad Count (In-Progress, Submitted, Reviewed etc.).
- Employee: This shows the name of the employee who conducted the Broad Count.
2. View
History: This action button will open a pop-up to display the history of user-entered
counts along with the notes for that Broad Count.
The count history screen displays the date of the Broad Count, the employee who conducted the Broad Count, the count saved, and the notes. See Figure 4.2.2.
3. Snapshot History: This button shows the snapshot history for the selected Broad Count, the list of items. Snapshot Qty is the expected Quantity-On-Hand during the Broad Count. See Figure 4.2.3.
Figure 4.2.3
- Name: This is the name of the item in the definition.
- UPC: This is the UPC of the respective item.
- Expected Quantity: This is the expected quantity of the respective item.
- Factored Quantity: This is the resultant of the item Quantity X Parent-Child Link Quantity.