Mobile Inventory Counts Overview
We have 3 types of Inventory Counts using the Flourish mobile app.
General
In all 3 workflows:
- Scanning is performed with the mobile app.
- Submitting, reviewing, completing, and canceling the count is performed on the web app.
- Only one inventory count can be performed at a time.
- User permission needed: See Prerequisites below.
- Multiple users can perform the count using Android mobile devices simultaneously.
- All scanned packages are instantly automatically added to the inventory count on the web (will need to refresh your Flourish web app browser window to view the latest updates to a count)
Prerequisites
The Mobile Application Role must have Inventory Counts 'On'.
- Click
to go to Settings. - Select User Roles. > Select Role > > Inventory > Enable Inventory Settings
- Select Mobile Application at the top.
- Next to the name of the Role, click the pencil icon
to CONFIGURE. - Locate Inventory.
- Toggle 'On' Inventory Counts. The other permissions do not have to be 'On' for the role to perform an inventory count.
- Click
.
Type 1
Count type 1: Counting contents inside packages (releasing on mobile in May 2021)
- In this workflow:
- Users scan a package and then enter the quantity of Available, Not Available, or Assigned
- Can be used in any facility, as it currently is being used on the web
- The quantity that the user enters per package (Available, Not Available, or Assigned) will update that package's inventory after the count has been marked as Completed
Type 2
Count type 2: Scan Packages per Item
- In this workflow:
- Users scan packages per item to quickly discover if there are any discrepancies in the number of packages of the item
- If an item has packages that were not scanned, users will see those as discrepancies
- Users investigate and try to physically find the unscanned packages. Once found, users will enter the quantites of each package as Available, Not Available, or that are already Assigned to an order
- Just as in count type 1, for the discrepancies, the quantity that the user enters per package (Available, Not Available, or Assigned) will update that package's inventory after the count has been marked as Completed
- Typically this is not used in retail, so all contents of the package will be either Available, Not Available, or Assigned
- Users don’t open packages and count their individual contents (unless a package is already opened, damaged, etc)
- Users can select as many items as they like and scan packages per item
- Used typically in a distribution warehouse or facility
Type 3
Count type 3: Enter the number of packages per item
- In this workflow:
- This is a quick way to do a hand count to see if the number of packages of an item is accurate.
- Users select an item, manually hand counts all of the packages, and enters the total number of packages for the item
- If there are any discrepancies, no inventory is updated (since no specific package ID have been scanned or entered). This count simply informs the user that they have too many or too few packages of an item. And they will need to perform a follow-up count using count type 2 (scan actual packages) for that item to know which package IDs have discrepancies
- Used typically in a large distribution warehouse or facility
