Creating Central Inventory Sessions in AcuityLogic DC

This topic explains how to create a central inventory session and to schedule when you want locations to start recording inventory. After you create and schedule a session, you can select the locations to include.

To create a central inventory session

  1. Click Inventory and select Central Inventory.

    The Central Inventory window opens.

  2. Click Add Central Inventory Session.
  3. In the Start Date/Time field, enter or select the date and time you want to schedule the session. The date and time determine when locations can freeze inventory.
  4. From the Item Type drop-down list, select Frames or Accessory. All sessions created when using central inventory are for full inventory counts.
  5. Click the Insert icon (green check mark).

    AcuityLogic creates the session.

    AcuityLogic sets the status of the session to Pending. You can edit or delete a pending session. After you create sessions for one or more locations, AcuityLogic changes the status to In Progress and prevents you from making additional changes.
  6. Click the Details link for the session.

    The Central Inventory Details window opens.

  7. Select the locations to include for the session by using one of the following methods:
    • To include all locations, select the Include check box in the column header.
    • To include individual locations, select the Include check box next to a location.
    To exclude a location, deselect the Include check box.
  8. To create a session for each selected location, click Create.
    You can also click the Create link next to a location to create a session for that location.

    To create a session and freeze the inventory for each selected location immediately, click Freeze.
  9. In the confirmation message, click OK.

    AcuityLogic creates a session for each selected location and changes the status next to the session from Pending to Open.

    After you create a session for a location, users can view the session details. Users can freeze inventory at the date and time you entered for the central inventory session.
  10. To delete a session for a location before the inventory freeze, click the Delete link that appears after a session is created.
  11. To refresh counts during an inventory session, click Refresh.
  12. Click Return to close the Central Inventory Details window.

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