Taking Inventory

1. Before inventory, ask everyone to please put stuff away.  Clean off the shelves in front that are supposed to be returned to stock.  Try to get all of the RMA's checked in.  Have them do a general clean and look, to return mis-placed items to their proper spots.
2. Correct bad category names.  Use invent, order tag i_category.  set filter to i_stk_mos > 0.  Browse.  Correct any bad category names, and enter categories for the ones that don't have them.  Be careful not to enter categories for things like old hard drives or monitors, which we DON'T want to be listed on the Website.
3. The day of inventory, or the night before, print out the count sheets.  It takes about an hour if you're printing one, copying, and collating.
4. Print a set of financial statements, run and print a fresh order list (don't adjust it).
5. Have Tony zero out the inventory before we start entering the counts.
6. Make sure everyone new knows how to do inventory.
   1. Count geographically - make sure everything in a given area is counted, nothing is missed, and nothing is counted twice.
   2. If someone can't type, have someone enter their count for them.
7. Run the count comparison.
8. Correct any glaring errors.
9. Correct the numbers on the services, such as INTERNET, .....; MISC, ....
10. Have Tony copy the new numbers over to the inventory.
11. Run the order list again.  This will often point out more glaring errors.
12. Keep correcting until you think you've got it right.