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Whether you're missing a SKU, unable to add a SKU, or have incorrect stock counts, the first step in troubleshooting and resolving the issue is to make sure your inventory is in overall good shape. Even if you're absolutely sure that it is, we still highly recommend that you review and perform the proper inventory maintenance phases that are listed below. This will include running a Verify Inventory routine, which performs several functions, including checking for duplicate SKUs, before it completes. Be sure to follow the instructions closely to resolve these issues should they arise.
--- PROJECT SUMMARY---
IMPORTANT NOTE for Multi-site customers:
NO phases of this process should be run at remote sites. They should only be performed at the master site.
- Phase 1: Purge deleted items
- Phase 2: Post unassigned items
- Phase 3: Assign all unassigned categories
- Phase 4: Department/Category verification
- Phase 5: Full Inventory Verify maintenance scan
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PHASE 1: PURGE DELETED ITEMS
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!!! IMPORTANT !!!
Make a backup of POSitive's SQL database before you proceed!
See: http://kb.gopositive.com/backupsqldatabase
When an inventory item is deleted from the inventory list, it goes to a recycle bin called the "Deleted Items Manager".
You can find and purge the contents of the "Deleted Items Manager" by launching the Inventory Center, clicking the 'Stock Manager' tab > Current Stock tab (Older versions: clicking 'Management' on the left vertical menu and choosing 'Deleted Items') and clicking the 'Deleted Items' button. Click the 'Tag-All' button and then 'Purge Tagged' to purge all selected items listed in the Deleted Items Manager (Search 'deleted' in the POSitive Help file and choose 'Deleted Items Manger' from the search results).
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PHASE 2: POST UNASSIGNED ITEMS
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Unassigned items are those that were either added on the fly, by performing an inventory import or both. Inventory items should only be unassigned temporarily and then either posted or deleted and purged. You can find the list of unassigned items by launching the Inventory Center and clicking the green button with a white "U" on it. Tag all Unposted items, then push the "Post" button.
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PHASE 3: UNASSIGNED CATEGORIES
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Unassigned categories are categories that are not assigned to a department. Categories are automatically unassigned when they are first created. After a new category is created, the category should be assigned to a department and not left unassigned. You can review the unassigned categories and make the appropriate assignments by clicking the "Departments" button within the "Maintenance" tab. Look for the "Unassigned" department and verify that no categories are assigned to it. If there are, highlight each one and use the "Re-Assign Category" button to move the category to a real department.
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PHASE 4: DEPT/CATG VERIFICATION
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Over time departments and categories may need to be verified to ensure their links to inventory items are in place. The POSitive Department/Catgegory Verification maintenance scan will inspect names of departments and assigned categories for proper links. This scan will also check invoice history to assure that items sold previously are properly matching current dept/category assignments. Run this scan by clicking "Maintenance" tab, then press "Data Utilities" and select "Verify Data". Click the "Dept/Categories" link on the left and press "Run Category Verifications" button. Allow the scan to complete successfully (1-5 minutes) and review the lists for any reported issues. Use the "Assign Dept/Catg" buttons to make the proper adjustments as needed.
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PHASE 5: INVENTORY VERIFICATION
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After all of the deleted items have been purged, the unassigned items posted or deleted, and the unassigned categories assigned to their proper department, you are now properly prepared to start an inventory verification scan. The inventory verification will go through several phases all on its own, which is intended to tie up any loose ends, finalize fixes, and help prevent any further inventory corruption.
How to Run the Verify Inventory Routine
This routine is very computer resource intensive, making your server or computer run much slower than normal, which may affect your ability to do anything productive on your machine until it completes... which may take a long time. In most cases you can just let it run overnight and have it be completed by morning...Or, in some rare case, it can take up to a few days (e.g. high volume of daily invoice transactions).
IMPORTANT NOTE for Multi-site customers:
NO phases of this process should be run at remote sites. They should only be performed at the master site.
*DO perform a backup of your POSitive database before performing any of these steps.
*DO perform these steps on the server, where POSitive is installed.
*DO perform these steps while no one is using POSitive.
1. Launch the Inventory Center
2. Click "Verify Inventory" link on the left
3. Press "OK"
4. UN-check "Verify Totals Only" and then activate "Force Full Verification"
5. Leave the rest of the settings as they are and press "Process" button
--- This process may take several hours to run. Do not interrupt it.
6. Toward the end of this process you may be notified that there are "duplicate SKUs" which are in conflict with each other. Duplicate primary SKUs are not allowed in the software and therefore need to be corrected. Instructions on how to properly resolve duplicate SKUs can be found by searching "duplicate SKUs" in the Help file
7. A pop-up message will alert you when the Inventory Verification has completed.
How to Find POSitive's Help File for Instructions on How to Resolve Duplicate SKUs
1. Click on the 'Help' pull-down menu at the top of POSitive and choose 'Help'
Problems opening or viewing the help file?
See: http://kb.gopositive.com/helpfilefix
2. Click the 'Search' tab
3. Enter your search term e.g. "duplicate SKUs"
4. Select a topic from the Title list search results... e.g. "Duplicate SKUs"
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Updated 11/27/2018
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