a. Run a report for all open parts and repair orders
i.Clean up any parts and repair orders that can be invoiced . This will help validate your committed quantities, so you know what should be on the shelf beforehand.
NOTE: Ideally, this should be done well in advance.
b. Check for parts with zero cost
i. Reviewing these will help you find the accurate cost in stead of guessing at the time of count entry
c. Check for parts with no bin location
i. Knowing where each part is located will make your counts easier.
d. Make sure that all physical inventory settings are correct
i. These could control how count sheets are printed.
i. Run this prior to beginning inventory so you have a record of all committed parts.
i. You should run this prior to requesting the physical inventory, as well as prior to finalizing the physical inventory, to compare the figures and proactively investigate any discrepancies.
NOTE:Count variances may need to go to your accounting department.