Monthly Gizmo Inventory
Jump to navigation
Jump to search
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.
- 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.
- Run a report up through the month being counted. This is your starting report
- Run a monthly report for the month being counted. This is the Adjusted Monthly Activity report.
- 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.
- Enter your numbers into a spreadsheet to calculate what adjustments must be made.
- Print a copy of the spreadsheet. This is your adjustment report.
- Enter adjustments for the month being counted.
- Run a report for the month being counted. This is your ending report.
- Run a monthly report for the month being counted. This is the Adjusted Monthly Activity report.
- File the beginning and ending report for next month.