Inventory Procedure

From Luria Library

Doing a Workstation Inventory

1. Open Horizon
2. Open Workstation Inventory under the Inventory folder
3. Enter or select from Codes the collection you are inventorying
4. Check “Display misshelved books”
5. Check “Display exception messages”
6. Click OK
7. Start scanning barcodes
8. When you need a break or leave for the day (or any time really), click complete and write down Exceptions Table # (Session ID#). This is very important, especially if you want to see the exceptions report

Reports and Finishing Inventory

Report Inventory Exceptions

1. Open Report Inventory Exceptions under the Inventory folder.
2. Enter or select from Codes the collection you would like an inventory report
3. Enter Session ID# from doing inventory
4. Click OK.
5. This report will show all the exceptions from the inventory session. The “problem” book is always the middle title.
6. Print, review, or close.

Find Missing Inventory

1. Open Find Missing Inventory under the Inventory folder
2. ** IMPORTANT NOTE: DO NOT CLICK OK **
3. If you are in the middle of a collection inventory (i.e.- NOT DONE), you can see how much you have left by selecting STATS ONLY – this is informational only.
4. If you are done inventorying an entire collection, then click OK. In doing this, all missing will have their status changed to missing.

Report Missing Inventory
These are fun informational reports that can be completed by doing a compound search. For example, you can get a report of all missing titles in a particular collection.

1. Open Report Missing Inventory under the Inventory folder.
2. Create a compound search.

Collection Table

1. Open Table Editor
2. Open “Collection” table
3. Select collection you would like to review inventory status.
4. Page down to Inventory box.
5. Finished date is the partially completed date for today.
6. Completed date tells the system we are completely done and we have run the missing inventory report.
7. Manually enter data in the fields when inventory is complete.