Performing an Inventory on the Handheld

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  • From the LEVEL home screen, make sure you are in the
correct branch and select "inventory".


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  • From here, you are able to either begin a new inventory or continue a saved
    inventory.
    • To begin a new Inventory, verify the date and Branch, and select "Start".
    • To continue a Saved Inventory, select the inventory from the list, and select
      "Start".


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**Be sure "Partial Inventory" is selected. if this is not selected, any items you
count will be entered as ONLY item in that branch at the time of the
Inventory. This is only to be used for FULL COUNTS of entire warehouses.


  • From the Scanning Screen, you will be able to pull up item either
    scanning the barcodes or searching for the items with "Search items"
    at the bottom of the screen.
    • From here, you can also verify that your scanner is currently
      connected and turned on with the icon in the middle of the
      screen.


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  • once you have scanned an item, your Handheld will bring up all avalable sizes for
    that item.
    • Select the size you wish to enter.
    • To enter the number of items, you can either as the "Size count", which will
      give the total number of the size counted for that day, or you can use "ADD
      to Count", which will add the number entered to the running total for this
      Inventroy.
  • once you complited this step, select "Save" and scan your next item.
  • repeat these steps until you have completed counting your selection.


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