Welcome to the Expressway Troubleshooting Guide. This is a crucial step in the Expressway process, ensuring the accuracy of your inventory counts. Though it’s simple, it plays a major role in maintaining accurate records.
When to Troubleshoot
After inputting all invoices for the inventory cycle and conducting your inventory count, it's time to troubleshoot. This step helps you double-check and verify that your counts are as accurate as possible before moving on to the next cycle.
How to Troubleshoot
Accessing the Troubleshooting Page:
Go to the Troubleshooting tab in the Expressway system.
You will see a list of items flagged for potential count errors. Your goal is to confirm or correct these flagged items.
Confirming Item Counts:
For each item on the troubleshooting page, your job is to:
Confirm that the ending count is accurate.
Click Confirm if the count is correct.
Click Edit to adjust any incorrect counts, then click Confirm once corrected.
Sections of the Troubleshooting Report
Usage Change Items:
What It Is: This section highlights items where the usage during the current inventory cycle is significantly higher or lower than the recent average.
Action Required: Review the count for each item:
If the count is accurate, click Confirm.
If the count is incorrect, click Edit, make the necessary adjustments, and click Confirm.
No Ending Inventory:
What It Is: Shows items where you had a beginning inventory or made purchases but the current count is zero.
Action Required: Confirm that you are indeed out of stock for these items:
If correct, click Confirm.
If incorrect, click Edit to input the correct count, and the item will disappear from the list.
Negative Usage:
What It Is: Indicates impossible scenarios where the quantity you have in the store exceeds the amount you started with plus what you purchased. Example: starting with one case, buying two more, but ending with five cases.
Possible Causes:
Previous inventory count error.
Incorrect purchase records (unlikely with imported invoices).
Over-counting in the current cycle.
Action Required: Verify that the purchases and ending count are correct:
If the ending count is accurate, click Confirm.
If the count needs adjustment, click Edit and then Confirm.
If the issue involves purchase records, open a support request for assistance.
Additional Sections
Category Items Section: This may appear but is generally more informational. If you need clarification, open a support call, and the Expressway team will assist you.
Important Reminders
Completion is Mandatory: You must confirm every item on the troubleshooting page before starting a new cycle. Take time to ensure accuracy rather than quickly confirming items.
Accuracy Pays Off: Those who spend extra time during troubleshooting gain better accuracy in their variance reports and suggested orders.
Support is Available: If you have questions or run into any issues, open a support request with the Express Help Desk.
Final Steps
Once all items have been confirmed or adjusted, you are ready to start your new inventory cycle. This ensures that your inventory data is accurate and actionable for the next phase of operations.