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Export inventory

The Wizzard Export inventory allows you to export Fixed Assets inventory into local file.

This chapter shows how to use Wizard in PANTHEON Fixed Assets Inveotry Granule.

CASE SUMMARY

After Tecta's employee Asseta Fixed crates new Fixed assets invetory count she would like to export information using Wizzard Fill. This is done by following the steps below:​

  1. Creating new FA inventory
  2. Selecting Wizard Export Inventory
  3. Adjusting Fixed Asets Inventory recods
  4. Confirming the inventory count

1. Creating new FA inventory

Firstly she creates new FA inventory and fills it with all the necessary data. 

This is done as described in chapter Creating new FA invetory  following steps 1. to 3.

She countines using Wizards  Export inventory.

2. Selecting Wizard Partial Stock

Once the inventory document is created, the person responsible clicks the button Wizards in the toolbar and selects Export inventory.

Next, she enters adjust Fixed Inventory records according to the actual situation.

3. Adjusting Fixed Asets Inventory recods

The person responsible enters the actual Fixed Inventory data into the program.

Item Computer is missing so she chages Type status to M-Missing.

She selects a  button and adds a note to look for this item at other departments.

She saves a note with Save button.

Item Type status is changed and the Note idicicator turns yellow.

She saves changes made to Fixed Inventory document using Save button in toolbar.

 

 

 

  

     


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