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