Physical Count Expiration Date

When you count an item that requires an expiration date, you must enter the item's expiration date as part of the physical count.

Note: Inventory Preference settings facilitate the physical count process by setting a default quantity and by defaulting to the last location during the physical count session; see "User Preferences".

  1. From the Main form, tap the Inventory option. If you have the Assets feature, tap the Inventory button > Consumables option.

  1. The Inventory - Consumables form appears.

Inventory - Consumables screen

  1. The default site of the logged-in user is automatically entered in the site field at the top of the form. If you need to select another site, enter the inventory counting site in the Site field via the selections available in the drop-down list (the site or sites available depend on the sites assigned to the logged-in user.
  2. Location field: enter the location where the item is being counted in this field.
  3. Item# field: enter the item number (entering the alternate item number will also display the item number) that is being counted in this field. If this item requires an expiration date, an expiration date field appears onscreen after the item is validated.

Inventory - Consumables screen - Expiration Date item

  1. Qty: Enter the amount being counted in the Qty field. (If using the default quantity inventory preference setting, the Qty field will default to the default inventory quantity; see "User Preferences".)
  2. UOM (required and enabled if the division uses multiple units of measure): enter a unit of measure in this field if your division uses multiple units of measure.
  3. Exp. Date: Enter the expiration date in this field.

Inventory - Consumables screen - Expiration Date Item Count

  1. Click the Save iconSave icon to save the item to inventory. (If you want to discard this count, click the Cancel icon Cancel icon to cancel the count and close this form.)
  2. The form clears indicating that the item was saved to inventory. (If the default last location setting is being used, the Location field does not clear. If the default quantity setting is being used, the Qty field contains the default quantity. For more information, see "User Preferences".)

  3. IntelliTrack Mobile RF: If you are operating in RF Mode, the inventory count is immediately added to the main database.

  4. IntelliTrack Mobile Batch: If you are operating in batch mode, the inventory count is placed in the upload table and will be integrated into the main database after the data is uploaded to the workstation-computer and processed into the main database.
  5. When you are finished at the Physical Count form, click the Cancel iconCancel icon to close the form and return to the Main form.