Training

It's that time of year again for most retail businesses; Inventory time! Many businesses rent inventory scanners instead of purchasing them for their once a year count. We rent the CipherLab 8000-C Portable Data Collector and want to provide you with a simple guide on doing a physical inventory count by using the Data Collector.

When you rent the inventory scanners from us, we also provide you with a PDF Quick Start Guide and the software download link. We are always just a phone call away if you run into a snag and have some questions. If you would prefer to have one of our trained staff members assist you with the inventory count, we will discuss availability and fees when you contact us.

Here's a simple step-by-step guide on doing a physical Inventory count with the CipherLab 8000-C Portable Data Collector:

You do not need to print spreadsheets containing your inventory prior to scanning.  Here are the steps:

To start a physical inventory, click on the Inventory menu and start Physical Inventory.

Then, find an item with a zero quantity and type zero into the counted field and press the Save and Continue button.  This sets the start flag.

Load items into scanner.

Put scanner into the cradle after changing the scanner from scan to upload.

Go through the Upload Wizard.

Accept the scans.  If you have bad scans, print the worksheet of unrecognized scans and try to find them manually.

Save and Continue to save the Accepted Scans.

If any item counts (i.e. I have sold some) have changed, a flag will be set. Review all flagged items and correct as needed.

Once you are certain that everything has been counted, check the box “Set all items counted to zero” then press the Apply Changes to Inventory.
 
Print the reports you need and that’s it.

More information on the Portable Data Collectors

Contact Us today!
(858) 467-0400 Local
(877) 467-0451 Toll-Free Outside of San Diego 
(858) 467-0410 Fax
info@englishmanagement.com M-F 9am-5pmPST
 

Yesterday Will hosted a webinar on QuickBooks Point of Sale 2013 Fundamentals to a group of attendees from all over the country, literally from the East to the West Coast. You’ve got to love modern technology. It was almost like they were in the room with him. We used the GoToMeeting application which allowed each person to view and listen to the presentation in real time as well as interact by asking questions. Each person was provided with a PDF of the PowerPoint presentation. We raffled off a couple of items such as a copy of the QuickBooks Point of Sale Store Operations Handbook co-authored by Will English and a Starbucks gift card. Please check our website store for upcoming training classes.

Our last POS Fundamentals class of this year is quickly approaching! It is on Tuesday, November 15th from 8:30am-1:00pm. If you haven't registered yet, please do so this week so that you don't miss this opportunity. Even if you don't think that you need to attend, maybe some of your staff could use the training and/or a friend or colleage who is new to Point of Sale. The class is taught by one fo the leading POS experts across the country, WIlliam English. He is not only extremely knowledgeable about the software, he really enjoys teaching others how to use it too. So call or email us today to register! The cost includes a continental breakfast, snacks, and catered lunch.

 Click on the informational flyer to enlarge.

We are excited to announce that we have been selected to be one of two Point of Sale trainers at Joe Woodard's conference May 24-26th 2010  This conference is for Intuit Advisors looking to take their practice to the next level.  We will be teaching POS certification track.  Please see Joe's site www.scalingnewheights.com for more information and to register.

This is a one hour overview of using inventory in QuickBooks Point of Sale.  Here is the link: https://intuit.webex.com/intuit/lsr.php?AT=pb&SP=EC&rID=40352247&rKey=11ebe32dcb5596db Enjoy