Skip to main content

​
Overview

The Physical Inventory Reports submodule provides detailed visibility into all aspects of a physical inventory count. It is typically used during and after a physical count cycle to analyze results. This submodule integrates with DASH’s broader inventory tracking system, including license plate management and location-based tracking between facilities. Use it to:
  1. Monitor team performance with the Dashboard for scanning progress and efficiency.
  2. Reconcile counts with the Summary and Detail tabs to validate quantities and costs.
  3. Identify open transactions in the Orders Pulled Not Shipped tab.
  4. Audit discrepancies by reviewing voided tags and unshipped pulls.
All tables within the submodule support data export in Excel, CSV, PDF, or print format. Use the export buttons in the upper-right corner of each section to download and review data offline.

​
Dashboard

The Dashboard tab provides a high-level overview of team scanning performance and count progress. It includes:
  • Team Averages Chart: Displays scan speed (pallets per minute) for each team. This metric helps identify performance variations and potential scanning bottlenecks.
  • Scan Speed Summary: Shows the average scan rate across all teams, represented as a percentage of the maximum observed speed.
  • Team Data Table: Lists each team’s total pallets counted and their corresponding average scan speed.
If the chart or table displays no data, it indicates that no active scans have been recorded during the current count cycle.

​
Physical Inventory Summary

The Physical Inventory Summary tab displays consolidated quantity and cost information for all inventory types. Data is grouped by Finished Goods (FG), Raw Materials (RM), and Work in Process (WIP). This summary provides the high-level financial impact of inventory variances, essential for accounting reconciliation and identifying areas requiring investigation.

​
Columns

  • Part Number / Description: Identifies each inventory item.
  • U/M: The unit of measure (e.g., Each, Cases, Gallons, Pounds).
  • Status: Item classification (Active, Obsolete, Pending).
  • Perpetual QOH / Ext. Totals: Quantities and costs from system’s real-time expected stock count.
  • Physical QOH / Ext. Totals: Quantities and costs from the actual stock counted during inventory.
  • Dollar Difference / Percent: The cost variance between perpetual and physical totals.
At the bottom of each section, totals summarize the overall valuation by category.

​
Physical Inventory Detail

The Physical Inventory Detail tab provides item-level visibility into every scanned tag. Data is separated by inventory type (FG, RM, WIP), allowing users to analyze discrepancies at a granular level. This detailed view is essential for investigating specific variances and understanding the root causes of inventory discrepancies between perpetual and physical quantities.

​
Columns

  • Inventory Control Number / License Plate ID: Unique identifiers for each tag or container.
  • Team ID / Location / Scanned Time: Indicates which team performed the count, where the item was located, and when it was scanned.
  • Quantity / Audited / Audited By: Displays the counted quantity and whether the count was verified by audit.
  • Standard Total Cost / Physical Ext. Total: Shows extended cost values used for financial reconciliation.
If no data is displayed, it means the count session for that inventory type has not yet been started or uploaded.

​
Orders Pulled Not Shipped

The Orders Pulled Not Shipped tab lists all inventory items that have been pulled for open sales or production orders but have not yet been shipped. These quantities are excluded from available inventory during reconciliation to prevent double-counting. This report is critical for accurate inventory valuation, as it identifies inventory that is physically present but already committed to customer orders or production requirements.

​
Columns

  • Inventory Type / Part Number / Description: Identifies the pulled item.
  • Quantity Pulled: Displays the pulled quantity still awaiting shipment.
  • Pulled Ext. Materials / Labor / Burden / Total: Shows the cost breakdown for the pulled inventory.
This report ensures that all open order quantities are clearly documented, preventing duplicate counts or overstatements of on-hand stock.

​
Voided Inventory Tags

The Voided Inventory Tags tab lists all tags that were voided during the count process. Voids may occur due to damaged labels, duplicate entries, or errors discovered during audit. This audit trail is essential for maintaining count integrity and provides visibility into potential process issues that may need to be addressed in future physical inventory cycles.

​
Columns

  • Inventory Control Number / Team ID / Voided License Plate ID: Identifies the voided tag and responsible team.
  • Part Number / Description / U/M: Displays item details.
  • Voided Quantity / Timestamp: Shows how many units were voided and when.
  • Voided By / Audited / Audited By: Tracks who voided the tag and whether it was reviewed.
If no data appears, no tags have been voided in the current count cycle.