Utilizing the Duplicate Items Report
There are times where items in your inventory may not be displaying an accurate number for items on-hand. TransActPOS offers a utility that can check your inventory for any possible duplicate items. These are items that may share the same Item ID, but are completely different items. In this newsletter, we will look at how to run this report properly and an easy way to fix problems after running the report.
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Overview Combine Items
To get to the Duplicate Items report, click on IC | Reports | Duplicates. There are very few options with this report, making it easy to run the report quickly. First, select the "Duplicated on" criteria. You can choose from Item ID or UPC Code. Whichever you select, the report will locate items that share the same value and report these to you.
Next, select the type of report. Summary will simply list the duplicated values and give a small description. Selecting "Detailed Export" will allow for an exporting of a spreadsheet that can later be taken into the Combine Items process. Once you select Detailed Export, click Export File and you can choose where you want to save the spreadsheet to. Before you run this report, select the Primary Vendor so the system knows which vendor to base the report on.
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Once you have run the Duplicate Items report and have the exported spreadsheet, you can run the Combine Items report. To get there, go to IC | Maintenance | Combine Items. When you open this utility, click the "Get List" button to open the spreadsheet from the Duplicate Items report. From there, follow the instructions listed in the Help Center. To find these instructions, click the Help Center button within TransActPOS and search for "Combine Items."
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If you have any suggestions for future newsletters and/or feedback, please feel free to email me. Your feedback is what helps us grow and assist you as your Point of Sale software provider!
Your TransActPOS Team
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