The key steps for performing a Physical Inventory process in iMRCHNT:

1. Logging into iMRCHNT: The process begins by logging into the system and navigating to the "Physical Inventory" module.
    
2. Starting a New Physical Inventory: You can create a new physical inventory or continue an existing open one.
    
3. Importing ScanPal Files: The instructions emphasize importing inventory data files (ScanPal files) into iMRCHNT, verifying the number of rows, and checking for errors.
    
4. Managing Physical Inventory: After importing, it's important to save the changes, back out, and review the live inventory counts (subject to ongoing store activities).
    
5. Inventory Variance Review: There's an option to review inventory variances by price, quantity, and location.
    
6. Importing Inventory Change Log: Importing time-sensitive inventory change logs is recommended when the store is closed and no other users are on the system.
    
7. Completing the Process: After reviewing the logs and confirming no discrepancies, you update the inventory, making sure every collected quantity replaces the system's current on-hand quantities.

Log into iMRCHNT. 

Modules > Physical Inventory 

To start a new Physical Inventory Process, select New Physical Inventory. 

To go back into a current OPEN 

Highlight (right click) on training Physical Inventory - Complete Store> ‘select.’ 

On this device that I am currently logged in to, when you click on import, I have already navigated to the tsclient\Y\Inventory\2024_InventoryCounting\ScanPalDataFiles folder. 

You will only need to do the navigation to the folder once while logged in to the PC. IMRCHNT will remember the full path as long as you stay logged in. 

You will see all the Physical Inventory (ScanPal) files that you created. 

After importing the ScanPal file, we are looking for (top left corner above the imported data) to verify the file imported, number of rows, any not on files, and any excluded. 

After you have imported all the files, we need to back out to the manage Physical Inventory, click on save > close. 

Click on ‘File’ 

This will update the screen based on the current quantities in the store’s inventory compared to the collected inventory. 

Caution: the store’s inventory numbers are live so they will be changing as normal store activities go on. (POS sale, receiving, adding products to the system, etc.) 

A support staff can help review this screen in detail with you by phone. 

Please do not click on these four buttons until after we have talked about what they are doing. 

Now that you have your ‘collected’ inventory, you may review the variance by quantity, price, location, etc., to ensure that you have accounted for everything.

 Again, I will review this with you by phone. 

The last step in the collection phase is to import the inventory change log. 

It is STRONGLY RECOMENDED that the store be closed and the import of the inventory change log be immediately prior to the actual processing of the physical inventory, this is time sensitive data. 

While no one else is on the system, click import. 

Then on the word import in the very top bar > import from inventory change log. 

From the basic search template > entry date from and the day after the store closed for normal business and select store > and find the store by clickon on the binoculars. (recommend, you do not use ‘This store’), > select find. 

Review the results on the screen, when satisfied, click ‘Import’ icon plane in the power bar. 

Click on ‘All’ to accept every line item. 

IMRCHNT will prompt you to enter a name. It is recommended you use a yyyymmdd store name prefix to the prompt that displays. 

This will be presented on the import scanned text files screen for additional review. 

Review these records along with the other imported Physical Inventory files and make/review any changes as needed. 

Everyone stays off iMRCHNT until the Physical Inventory is completed. 

Verify the inventory does just that, 

And you have good results and see this message. 

Or you get a warning message (dead stop) 

This is saying that every collected product quantity will replace the current onhand quantity in the main system for the matching item in the main iMRCHNT system. The value, up or down, will be recorded in the Inventory Change Log for each product. 

Click yes. 

If you are performing a full or complete Physical Inventory, then this button becomes available. 

When you select ‘Yes’ here, anything in the main system that does not have a corresponding collected quantity (from the ScanPals or other means) in the Physical Inventory file, WILL BE RESET TO ZERO. 

If you are performing a partial inventory, the update items not counted never becomes available to you and the system jumps to the 

And you are done.