Dealertrack Physical Inventory

[preston705]

Getting ready to do my first physical inventory in Dealertrack and they tell me that the count sheets only print out 15 parts per page........???? So this leaves about 1/3 of the page blank for yellow pad/write in's. Is anyone else familiar with this? Is this S.O.P.? Is there any way to change this?

I have almost 700K in inventory and will have about 1900 pages for count sheets where I use to have less than 600 pages with CDK. What can I do fix this if anything? Dealer "CRACK" is no help.

Jeff

[greenthumb-38]

It is what it is... I have not found a way to change the count sheet format.

I would suggest keeping the handwrites on separate sheets.

~ gt

[greenthumb-38]

One more thing... you can decrease the count sheets by using the page break option.

For example, my bins are numbered with four digits, plus a shelf letter, or a drawer letter and number. (IE> bin 3215 has 3215A to 3215J, and two rows of drawers 3215E1 to 3215F6). I do page breaks by selecting these positions in the option screen, 3,4,5,6. This puts all the shelves of 3215 into one series of count sheets, maybe 2 or 3 pages, instead of a page for each shelf. And then all the drawers into one series of count sheets, also about 2 or 3 pages per bin, instead of six.

you can play with the positions and view the report in QPRINT so you don't waste a bunch of paper.

does any of this make sense ??

Reply with your typical bin numbering system, and I can point you in the right direction for page breaks, but it is very much trial and error.

~ gt

[preston705]

I found that using position 3 and left justify pretty good so far, have not tried using/adding 4, 5, 6, or 7 yet I will try that and see if that helps. My bins are numbered as follows: bin 123 and shelf 010 so looks like: 123010. If it happens to have a small parts drawer in it would be bin 123 shelf 050 drawer 4 and would look like: 123054. My bins start with 100's and end in the 800's. I did not set dealertrack up to use the shelf/bin the entire bin location is in the shelf position and the bin is empty.

Also you suggested to post the write ins on separate sheets why is that? I am use to writing them on the count sheets. Are the write ins input at a separate from the count sheets?

Jeff

[greenthumb-38]

from what you describe, I think the 3 selection is correct, but you can try adding one new digit at a time and see what you get.

I think that keeping all handwrites to a bare minimum will reduce human error, which is the whole point in an inventory audit. I think a separate pre-printed sheet works best. Hopefully you only have a small handful of hand-writes.

~gt

[Zep33]

Never mattered much to me but every inventory company I dealt with always wanted handwrites on the same count sheet they were found on.

I think it just makes it easier to give it the correct location during data entry and to know where it is for any variances that need to be addressed