Reconcile store inventory with Central Manager using Worksheet 501 with Task 190

You can use Worksheet 501 with Task 190 to reconcile store inventory counts with Central Manager. You must approve and process Worksheet 501 to pull store quantities into the Central Manager database. When Worksheet 501 has finished processing you can use Task 190 to reconcile store quantities with the quantities in the Central Manager database.

Due to the amount of data being processed, it can take hours to reconcile inventory counts with Central Manager. For this reason, most organizations only reconcile inventory using Worksheet 501 with Task 190 on a quarterly or annual basis. The best practice is to reconcile inventory one store at a time and to schedule the process to run while the store is closed.

1. Click Worksheets.
2. Expand Worksheets.
3. Click 501: Request Full Inventory Count.
4. Select specific stores from the list, or click All to select all stores.
5. Click Next.
6. Enter a different Worksheet Title, if desired.
7. Enter an Effective date / time if you want to process the worksheet at a future date and time.

Tip: The best practice is to process the worksheet while the store is closed or after store business hours.

8. Click Next.
9. Click Finish.
10. Click OK to confirm that the worksheet(s) are created.
11. Double-click the worksheet or select the worksheet and click Properties.
12. On the General tab, confirm the Effective date / time and add Notes, if desired.
13. Do one of the following:

  • Click OK. The worksheet is saved but not approved.

  • Click Approve. A warning message displays to indicate that processing Worksheet 501 locks down item management functions in Central Manager until the worksheet is processed.

14. Click Yes to confirm that you want to process the worksheet.
15. To check the worksheet processing status:
a. Click Worksheets.
b. Expand Worksheets Status.
c. Click 501: Request Full Inventory Count.

Note: Worksheet processing time depends on the size of the worksheet. However, if you think the worksheet is taking too long to process, check that the worksheet processing service is running. To do this, click Start and type Services in the search field. In the Services window, scroll down to RMH Worksheet Process and click Start Service if the service is not running.

16. When the worksheet has completed processing, run Task 190:
a. Click Wizards.
b. Click Task 190 - Reconcile Inventory.
c. Select the Store.
d. Select Show Quantity Difference Only if you only want Task 190 to show differences in inventory between the store and Central Manager.
e. Click OK.
f. Review the item quantities in the store database and any differences with the item quantities in the Central Manager database. Inventory reconciliation quantities are listed in the New Central Qty. column. Edit the quantities in the New Central Qty. column as required.
g. Click Commit. The Central Manager database will be updated with the item quantities in the New Central Qty. column.
h. Click OK to confirm the changes to the database.
17. To acknowledge processed worksheets:
a. Click Worksheets.
b. Click Acknowledge Worksheets.
c. Select a worksheet and click Acknowledge.