Reservations support

How to Perform Physical Inventory with PDT

In this tutorial, you will learn how to perform a physical inventory using the AML M5900 Personal Data Terminal scanner.

PDT Scanner Installation Guide

Prior to using the PDT scanner for an inventory follow the installation procedures below. If you have already installed the scanner, skip this part and proceed to Scan Inventory.

See M5900 – Installation Guide for Windows XP
See M5900 – Installation Guide for Windows 7
See M5000 – Installation Guide (NOT COMPATIBLE WITH WINDOWS 7 64-BIT)

Setup GolfNow Reservations for PDT Scanner

Setup | Hardware
Click PDT
Use the below settings:
Click OK to save changes.

Scan Inventory

There are two methods when performing an inventory; scan every item, or scan every item once and then manually enter the count into the scanner. The 4INV program is designed for scanning every single item. The 4INVqty program is designed to scan an item, then enter the count. You are capable of importing multiple files for inventory, so both methods can be used during the same inventory.

On the scanner, select Run Program, click Enter
Choose Program (4INV or 4INVqty)
Click Enter on Create New
Enter name for New Data File (Ex. May 2012, 8/2012, Spring 2012), click Enter
Wait for scanner to say Scan Item
Scan inventory
When finished, click ESC on the scanner to save the program.

Automatically Import Counts to Inventory Wizard

Scanner Setup

On the scanner:
Settings, click Enter
Scroll to PC Uplink Settings, click Enter
Change Port and Proto to the following:
1. Proto: xModem
2. Port: USB Slave
Scroll down to Save Settings
Click Enter
Hit Esc until back at the Main Menu.

Import Procedure

Connect Scanner to computer using USB cable.
Utilities | Physical Inventory
Click Next until Step 3
At Step 3, click Download
From the scanner, scroll to Program Mgmt, click Enter
Click Enter on Send Data to PC
Click Enter on Send Data Files
Click Enter on 4Inv or 4InvQTY (whichever the inventory file is under)
Scroll to Data File for inventory (Ex. May 2012, 8/2012, Spring 2012), Click Enter
In GolfNow Reservations, click Receive File
Wait for file to transfer from scanner to computer.
If any errors occur, you will be prompted to click Yes or No on prompt to view the errors. This will open in Notepad.
Click View Data to review counts.
Click Save Changes
Click Next
Select Partial or Full Inventory
Click Next
View Variance Report
Click Next
Click Roll Inventory
Click Yes to Confirm

NOTE: Multiple inventory files can be imported to the inventory wizard. Repeat steps 4-12 above. Also, even after a file is imported, manual changes might be necessary, we always recommend spot checking multiple items to assure accuracy. The most accurate inventory method is a manual count. See How to Perform Physical Inventory

Import Counts using LDX10

The LDX10 is a plug and play Inventory scanner the Drivers will automatically install on the computer once connected.
Selecting LDX10 in GolfNow Reservations 2015

Setup | Hardware
PDT
From the Device drop down select AML LDX10
Click OK
Exit the software
Log back into Golf Now Reservations

Import Procedure

Connect Scanner to computer using USB cable.
Utilities | Physical Inventory
Click Next until Step 3
At Step 3, click Download
Click List File
Select the Inventory file and click “Receive File”
Click View Data to review counts.
Click Save Changes
Click Next
Select Partial or Full Inventory
Click Next
View Variance Report
Click Next
Click Roll Inventory
Click Yes to Confirm

NOTE: Multiple inventory files can be imported to the inventory wizard. Repeat steps 4-12 above. Also, even after a file is imported, manual changes might be necessary, we always recommend spot checking multiple items to assure accuracy. The most accurate inventory method is a manual count. See How to Perform Physical Inventory

Manually Import Counts to Inventory Wizard

This procedure can be used when needing to export inventory files from the PDT scanner, but not to use for immediate input into GolfNow Reservations for inventory.

Scanner Setup

On the scanner:
Settings, click Enter
Scroll to PC Uplink Settings, click Enter
Change Port and Proto to the following:
1. Proto: M5900 ProgGen
2. Port: USB Slave
Scroll down to Save Settings
Click Enter
Hit Esc until back at the Main Menu.

Send Files to Computer

On the Scanner:
1. Scroll to Program Mgmt, click Enter
2. Click Enter on Send Data to PC
On the Computer:
1. Right-click the M5900 Programmer Icon on the Windows Toolbar
2. Select Receive File from Device
On the Scanner:
1. Click Enter on Send Data Files
2. Click Enter on 4Inv or 4InvQTY
3. Scroll to Program File, click Enter
Wait for the file transfer to complete.
On your computer you will be prompted to save the file.
Save the files to use for Import.

Import Procedure

Utilities | Physical Inventory
Click Next until Step 3
At Step 3, click Edit
Click Import From File on bottom left
Select Sales Item Numbers Only (4Inv), or
Select Sales Item Numbers and Quantity (4InvQTY)
Click Browse
Browse to the file imported above
Click Open
Click Import
Wait for counts file to import
View any errors.
Select Full or Partial inventory
Click Next
Click Variance to view Variance Report
Click Next
Select Roll Inventory to complete inventory.

NOTE: Multiple inventory files can be imported to the inventory wizard. Repeat steps 3-10 above. Also, even after a file is imported, manual changes might be necessary, we always recommend spot checking multiple items to assure accuracy. The most accurate inventory method is a manual count. See How to Perform Physical Inventory