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:
- Proto: xModem
- 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:
- Proto: M5900 ProgGen
- 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:
- Scroll to Program Mgmt, click Enter
- Click Enter on Send Data to PC
- On the Computer:
- Right-click the M5900 Programmer Icon on the Windows Toolbar
- Select Receive File from Device
- On the Scanner:
- Click Enter on Send Data Files
- Click Enter on 4Inv or 4InvQTY
- 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
Support categories
CC and GC processing
- Credit card on profile (ETS)
- Credit card on profile (Vantiv)
- How to process a credit card with ETS
- How to process a credit card with Vantiv
- How to Process Credit Card and Cash in the Same Transaction
- How to Process Credit Card and Gift Card in Same Transaction
- How to Process Debit Card (EMV Chip)
- How to Process Debit Card (Mercury)
- How to Use Debit PIN Pad (USA)
- How to use ETS gift card interface
- How to use Moneris gift card interface
- How to use Vantiv gift card interface
Customers
- Credit card on profile (ETS)
- Credit card on profile (Vantiv)
- Exporting a customer database
- How to Add Photo to Customer Profile
- How to Customize the Customer List
- How to Manage No-Show Customers
- How to Merge Customer Types
- How to Merge Customers
- How to Remove Bad Emails from Customer Profiles
- How to Setup a Parent/Child AR Relationship
- How to Setup and Use Entry Order
- How to Setup New Customer Type
- How to Setup Tax Exempt Customer
- How to Use Customer Audit (Merge)
- Notes functionality
- Setting up customer type discounts
- Severing parent-child accounts
GolfNow internet
- How to Change Internet as Master Times
- How to Change Online Booking Threshold
- How to Create a GolfNow Internet Profile
- How to Re-Sync GolfNow Internet
- How to Revert HST Tax (Canada Only)
- How to Setup GolfNow Internet Rules
- How to Setup Mobile Booking
- How to Setup Push Profiles
- How to Show Prices Online
Barcode scanners
- Metrologic Scanner – Vista, 7, and 8 (64-bit)
- Metrologic Scanner – Windows 7 and 8 (32-bit)
- Metrologic Scanner – Windows Vista (32-bit)
- Metrologic Scanner – Windows XP
- Reconfiguration Barcodes
- Xenon Optical Scanner – Vista, 7, and 8 (64-bit)
Credit card swipes
Personal data terminal
- How to Perform Physical Inventory with PDT
- LDX10 – How to Perform Inventory
- LDX10 – Windows Vista/7/8 – Installation Guide
- LDX10 – Windows XP – Installation Guide
- M5000 – Flash Upgrade 2.0
- M5000 – Installation Guide
- M5000 – Manual Import Procedure
- M5900 – PDT Quick Reference Guide
- M5900 – Windows 7 – Installation Guide
- M5900 – Windows XP – Installation Guide
Pole display
Printers
- CT-S300 – Error Lights
- CT-S300 – Ethernet – XP/Vista
- CT-S300 – Near Paper Sensor
- CT-S300 – Windows 7 (USB)
- CT-S300 – Windows 8 (USB)
- CT-S300 – Windows Server 2003 (Parallel)
- CT-S300 – Windows Vista (USB)
- CT-S300 – Windows XP (Parallel)
- CT-S300 – Windows XP (USB)
- CT-S310 – Ethernet
- CT-S310 – Windows 7
- CT-S310 – Windows 8
- CT-S310 – Windows Vista
- CT-S310 – Windows XP
- CT-S310/S300 – Logo Procedure
- CT-S651 – Ethernet
- CT-S651 – Logo Procedure
- CT-S651 – Windows 7
- CT-S651 – Windows 8
- CT-S651 – Windows Vista
- CT-S651 – Windows XP
- idp3210 – Windows XP (Parallel)
- Printer support
- Samsung SRP-270 (V1.2.1)
- Samsung SRP-275/SRP-270 (V3.1)
- Slow Printing Receipt
Touch screens
Marketing
- How to Add Pictures to an Email Template
- How to Book a MyNet Reservation
- How to Create Address Label – Word 2007
- How to Create Mail Merge Letters – Word 2007
- How to Run GolfNow Internet Performance Reports
- How to Setup Credit Card Restrictions (Online Booking)
- How to Setup Dashboard Account
- How to Setup Email Account
- How to Setup GolfNow Internet Specials
- How to Setup Social Media Integrations
- How to Setup Submission Forms
- How to Setup Tee Time Confirmation Messages
- How to Use Mail Merge Fields
- How to Use the Customer Pick List
Accounts receivable and billing
- Accounts Receivable (A/R) Reports
- How to Apply Charges Using Billing Wizard
- How to Generate Statements Using Billing Wizard
- How to Setup 3rd-Party Billing
- How to Setup a New Billing Class
- How to Use Minimums (AR)
- Recurring billing – Applying charges
- Recurring billing – Automated minimum charges
- Recurring billing – Automated statements
- Severing parent-child accounts
Awards, credits, gift certificates, misc.
- How to Clear Golf Shop Credits
- How to Print Awards and Credits Balances on Receipt
- How to Setup Awards Program
- How to Setup Coupons
- How to Setup Golf Shop Credits
- How to Use Paper Gift Certificates
Food and beverage
- Applying F&B suggested gratuity and reporting
- Applying F&B suggested gratuity and reporting
- Configuring and applying discounts
- Discount Button Setup
- Discount by Item
- Discount by Seat
- Discount by Table
- F&B item management
- F&B menu configuration
- F&B suggested gratuity
- F&B item management
- F&B menu configuration
- F&B suggested gratuity
- Food & Beverage options
- Food & Beverage options
- How to merge open tickets – 2015 and lower
- How to merge open tickets – 2016
- How to use the closed ticket screen
- How to use the open tickets screen
- How to use the quick sale screen
- Invoice association
- Menu category setup
- Menu navigation
- Move an Invoice
- Setting up modifier groups
- Split Invoice by Seat
- Splitting invoices to multiple seats
- Table map creation
- Table map usage
- Time clock administration
- Time clock usage
- Touch screen default
Inventory management
- How to Create a Purchase Order
- How to Manage Back Ordered Merchandise
- How to Negative Receive Merchandise
- How to Perform a Physical Inventory
- How to Receive Merchandise
- How to Setup and Use Vendors
Sales items
- Configuring and applying discounts
- How to Assign Green Fee Colors
- How to Change Tax Rate
- How to Discontinue a Sales Item
- How to Setup a Green Fee Sales Item
- How to Setup a Non-Inventory Sales Item
- How to Setup a Package Item
- How to Setup an Inventory Sales Item
- How to Setup an Open Priced Sales Item
- How to Setup and Use Tag Alongs
- How to Sort and Filter Sales Items
- How to Use Copy Next (Sales Items)
- How to Use Item Labels
- How to Use UPC Codes
- Sales item filter
- Tax exemption less than a specified amount
- Using an External Credit Card Processor and Integrated Gift Card
Shopping cart
- Credit card on profile (ETS)
- Credit card on profile (Vantiv)
- How to Add Tips to Transactions
- How to Find Items in the Shopping Cart
- How to Manage RC Admin Button
- How to Manage Tabs/Open Tickets
- How to merge open tickets – 2015 and lower
- How to Postdate Transactions
- How to Return and Exchange Sales Items
- How to Ring in AR Transactions
- How to Setup and Use Paid Out Tender
- How to Setup Customer Discounts
- How To Setup Hot Keys
- How to Setup the Cart Agreement Form
- How To Use Online Store
Day end management
- Creating and utilizing Accounting classes
- How to Fix Bad Cash Closes
- How to Post a Cash Close
- How to run Reports using Tasks in GolfNow Reservations 2015
POS—reports
- Accounts Receivable (A/R) Reports
- GL Interface (Quickbooks, Peachtree, Businessworks)
- How to Generate Spreadsheets Reports
- How to Run Cash Shortage/Overage (Variance) Report
- How to Run the Utilization Report
- How to Setup Reporting Structure
- Sales report – F&B table
- Sales report – F&B table
- Sales report – time
Tee sheet-reports
Miscellaneous
- How to Block the Schedule
- How to Create Cart Signs
- How to edit Message of the Day
- How to issue a raincheck for prepaid reservations
- How to Issue Rainchecks
- How to Reconcile Course Prepaid Rounds in GNR
- How to Squeeze Tee Times
- How to Use Tee Sheet Flags
- How to Use the Pop-Up Calendar
- Utilizing the compact ribbon
Modification
- How to Add Back 9 Availability
- How to Add Lessons to Schedule
- How to Purge Schedule
- How To Setup Courses
- How to Setup Linked 9’s
- How to Setup Linked 9's
- Season Template Utility