Monthly Gizmo Inventory

Instructions for monthly inventory go here.


 * Do this before opening on the first day of every month.
 * The count is up to the last day of the previous month. For example, the January count is done before opening on the first day of February.
 * All data entry of disbursements, recycling, donations, sales, etc., should be caught up before starting this process.


 * "Run a report"
 * This means run a gizmo report in the database. Start date is 2000-09-01 and end date is the final day of the last month counted.


 * "Run a monthly report"
 * Same as above, but start date is first of the month being counted and end date is the final day of the month being counted.


 * 1) Run a report to match the previous month's inventory.
 * 2) * Look for discrepancies from the report actually run during last month's inventory.
 * 3) * Enter adjustments as needed to make the start count correct.
 * 4) Run a report up through the month being counted. This is your starting report
 * 5) Run a monthly report for the month being counted. This is the Adjusted Monthly Activity report.
 * 6) Count the standard items in the building.
 * 7) * Do not count items that have not yet been entered into the database as received or returned.
 * 8) * Do not count items that have already been entered into the database as sold, disbursed, or recycled.
 * 9) Enter your numbers into a spreadsheet to calculate what adjustments must be made.
 * 10) * Print a copy of the spreadsheet. This is your adjustment report.
 * 11) Enter adjustments for the month being counted.
 * 12) Run a report for the month being counted. This is your ending report.
 * 13) Run a monthly report for the month being counted. This is the Adjusted Monthly Activity report.
 * 14) File the beginning and ending report for next month.