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Perform a Physical Inventory

Performing a physical inventory is usually a very tedious process. Now, with BridalLive, you can drastically cut the time it takes to perform your physical inventory count.

The basic idea is that you walk around your store with a bar code scanner and scan all of the items in the store. Once you are done, BridalLive will adjust all of the on hand quantities of your items to match what you've scanned.

Important Note: Do not scan the Items Awaiting Pickup in your back room.  BridalLive will automatically account for those items when you finish the physical inventory.  For instance, if you have 1 sample on the floor and 1 awaiting pickup, BridalLive will report that you have 2 on hand (even if you've just scanned 1). This is the correct way to account for inventory.

Perform a Physical Inventory for All Departments

  1. Click Inventory > Physical Inventory
  2. Click the "Start Physical Inventory" Button
  3. Add items to the physical inventory by scanning or entering the item manually.
  4. Click "Finish"
  5. Select a Finish Option
    • Option #1: Leave Unscanned Items Unchanged - Select this option if you do not want BridalLive to adjust the quantity on hand for items that were not scanned
    • Option #2: Set the Quantity on Hand to 0 for all items that were not scanned - Select this option if you would like BridalLive to adjust the Quantity On Hand to 0 for all items that you did not include in the Physical Inventory.  Use this option if you feel that you have scanned every item in the store.

 

Performing a Physical Inventory for 1 Department

Some store managers find it easier to perform a physical inventory department by department.  BridalLive can help you accomplish this as well.
  1. Click Inventory > Physical Inventory
  2. Click the "Start Physical Inventory" Button
  3. Add items to the physical inventory by scanning or entering the item manually.
  4. Click "Finish"
  5. Select Option #3: "Set the Quantity on Hand to 0 for items that were not scanned in department".  Selecting this option will tell BridalLive that you want to reset the Quantity On Hand value to 0 for all items in the selected department to 0.
  6. Select the Department that you would like BridalLive to adjust.


Want more information?

The video below demonstrates how to perform a physical inventory count with BridalLive.

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