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My Pricebook Manual  07-08-15 ©2013-2015 Apex Back Office Solutions  Legal Notice

Audit Inventory

The Audit function allows you to enter an audit or count into the hand held and then upload the audit to My Pricebook for inventory adjustments.
 
Before doing an audit, please update your validation files on the hand held. Instructions on downloading new validation files are here.
 
When your audit is complete, import your audit into My Pricebook by following these instructions.
 
Valid for My Handheld Version 3.04
 
 
Audit Inventory
1

Tap in Description Field

1. Tap in Description Field
Tapping in the Description field will open a keyboard to enter a description for this Audit.
2

Tap in Description

2. Tap in Description
Tap in your description using the on screen keyboard.
3

OK and Cancel

3. OK and Cancel
Tap Ok to confirm your description then tap Cancel to clear the keyboard off the screen.
4

Tap Add Items

4. Tap Add Items
Tap Add Items to start. 
5

Scan your item

5. Scan your item
Scan item you are counting.  You will hear a beep and the UPC field will fill when you receive a successful scan. A description, department and price will also display and the app will be waiting in the Quantity field. If you see a UPC number but no other information that could mean 3 possible things.:
 1. Your Validation file is not up to date or did not load. Click here for instructions to load Validation file.
 2. This is a new item and is not yet in My Pricebook.  You can continue and update this product's description and department when you import this audit.
 3. Your hand held is not reading the UPC codes properly. Please contact support to help calibrate your hand held device. This is not likely but can be an issue.
6

Enter Quantity

6. Enter Quantity
Enter quantity you counted using the keypad on the hand held.
7

Tap Save

7. Tap Save
Tap Save. The app will send you back to the UPC field and you are ready for your next item. 
Repeat steps 5 thru 7 until you have counted all the items you wish to count in this audit.
8

Tap Close

8. Tap Close
After all items are entered, tap Close.  The app will then go to screen and will be filled with all the items you entered.
9

Edit if needed

9. Edit if needed
If you want to edit or remove an item in this audit, tap on the item you want to change and the line will highlight in blue, then tap Edit item. The app will take you to screen and you can change the quantity or tap to delete the item from this audit.
10

Connect to computer

10. Connect to computer
When you are done entering the audit, connect the hand held device to your My Pricebook computer so the audit can be uploaded.
11

Tap Send

11. Tap Send
Tap Send to prepare the Audit file for upload.
12

Tap ok

12. Tap ok
Tap ok after the file has been prepared. The app will upload the file to the computer.
13

Tap Close

13. Tap Close
After the upload is complete, tap Close. You are now ready to import the audit into My Pricebook. Click here for instructions to import your audit.