Inventory Woes. How does this work?!

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Posted on by Taier

Hello... We've had RMS for a few years now, and the vendors who sold it to us and trained us on it were useless, and- we've learned over time, completely wrong about how they taught us to do things. We've been struggling to get our inventories accurate. We're in a Headquarters environment with 3 stores. We continually have inventory discrepancies at both the store and HQ levels. We just took a physical store inventory in Store #1. At the store manager level, we wiped out inventory to 0, uploaded a CSV with the physical inventory count, and everything was fine for a day or two, and now it's fubar again, showing products the store doesn't have, and incorrect quantities.

So, I think the problem is that we lack an understanding of how inventory works. I'm hoping someone here can explain so I can figure out where things are going wrong... I know that if we download HQ data, it will overwrite the store data. But, I guess I don't understand how the store data (i.e., quantity decreases from sales, increases from product returns,) is uploaded to HQ. It doesn't seem that the client does this automatically. How is this data maintained, and what can I do to ensure it's remaining accurate. Any information is appreciated!

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Jeff @ Check Point ... 13,380 on at

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RE: Inventory Woes. How does this work?!

Forgot about that, we always set security on the Qty fields so they cannot change them.
Community Member Microsoft Employee on at

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RE: Inventory Woes. How does this work?!

You should never add quantities to the HQ database, ever. This may be the source of your issues Quantities should be imputed at store and then should update on the next 401. This should be a normal everyday flow and when you do inventory it should pick up as well. It really is that simple. Have you enabled the "check store" feature .. it is a good way to spot discrepancy between HQ and Store database, but there may always be a lag if a 401 hasn't occurred recently.

---good luck

Darren T
Jeff @ Check Point ... 13,380 on at

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RE: Inventory Woes. How does this work?!

A 250 does not overwie quantities, a 260 does. One should never use a 260 for anything!!
Jeff @ Check Point ... 13,380 on at

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RE: Inventory Woes. How does this work?!

Make sure you have enabled the transactions to flow up to HQ from the store level.

After a store does an inventory, create a 501 worksheet to request the new inventory level from the store and after its been recieved from the store at HQ, do a Task 190 to reconcile the HQ levels with what the store says.
Taier 90 on at

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RE: Inventory Woes. How does this work?!

I guess, to clarify, I am asking: How does the HQ inventory counts get updated based on transactions which occur at the store level? Also, if a physical inventory is done at the store level, how can I ensure it's uploaded to HQ correctly and accurately? (Because if it's not, worksheet 250 will overwrite the quantities.)