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Background Information
Within the Enterprise, each outlet should have a corresponding inventory profile. The following steps will outline how to create a new inventory profile for an outlet.
CREATING OUTLET INVENTORY - MUOMT
1. Within SWS, type MUONT in Search Field / Command Prompt OR select Outlet Inventory Valuation>Outlet Inventory Definition/Maintenance.
2. Click the + Sign to create a new entry.
3. Create an abbreviated name in the Document# field with a corresponding Description. Choose how to sort items with the Sort Items By dropdown as well as how to determine pricing with the First, Second, etc. fields.
4. Click the three dots and choose Departments. Click the + Sign and add your departments. In most cases, the Outlet Department and the Cost Department should match. To add items, click the Build Items icon. Choose a Default Location and the Starting Month/Year and Ending Month/Year to pull all items ordered to that outlet from that time period. If desired, you can filter your results with the Options Selection Parameters. Alternatively, you can add single items using the next step.
5. To view or edit items, click the three dots and choose Items. From this screen you can add items with the + Sign, delete an item with the Trash Can icon, or edit an item with the Pencil Icon.
RUNNING OUTLET INVENTORY - MUOIN
These steps will outline how to open an outlet inventory period, take inventory, and close the period.
1. Type MUOIN in Search Field / Command Prompt OR select Outlet Inventory Valuation>Outlet Inventory Selections.
2. Select the Outlet you are running inventory for.
3. Click the three dots icon and select Build. This will create a count sheet based on the items previously established and the latest pricing information.
4. After the inventory is built the Count File Status will be Open. Click the three dots and select Print to generate count worksheets.
5. The Count File Status will now be ready. Take inventory using the printed out count worksheets.
6. Once complete, click the three dots and select Edit. Key in your totals from your worksheets and hit Save.
7. When complete, click the three dots and select Close and select the current Inventory Year and Period.
8. To print reports, go the Reports tab and select Outlet Inventory Archive Reports, which will list all closed inventory periods for all outlets.