Spot check inventory values

Regular full-store inventories and cycle counts are critical to any retail business. But sometimes you just want to spot check specific product or category inventory values. Use your EA 500 Plus inventory scanner and the guide below to get started.

Before you begin counting, you’ll need a few things:

  • Network information for the Ascend server PC including network name and password
  • Access to any Ascend workstation for the duration of your count
  •  Inventory user permissions

Create an Inventory Event

1. Start by selecting Inventory Center or Tools > Inventory Center from the Ascend desktop.

2. In the Inventory Center Event prompt, create a new event

Sherpa tip

You can also highlight an existing event here, and click Delete to remove it from the list. But be careful. Once deleted, an Inventory Event can not be restored!  

3. Select the radio button for Create New Blank Event. Add an Event name and click Create.

5. Add a single section and set your Starting Number to 1.

Sherpa tip

You can add or delete sections at any time after the event is created, so if you decide you need more than a single section for your spot check, you can make changes later!

6. Then click Add.

7. The event opens in the Inventory Center and you're ready to start scanning.

Configure your EA500 Plus scanner with Ascend

Meraki users: Connect to the {Store name} - DATA network. This network is already configured to work with the Inventory Center and AscendScan 4.0.

1. On your scanner, select the Ascend Scan icon.

2. Navigate to Inventory Center.

3. If this is the first time the scanner is being used, you will be prompted to Configure the device.

a. Click Ok.

b. Enter a Device Name for this scanner. Each scanner should have a unique name so you can tell them apart. Then click Accept.

c. A prompt to confirm the name opens. Click Yes.

Sherpa tip

If needed, you can edit the name later in the Settings area of Ascend Scan.

4. Next, you need to connect to the Ascend Service Agent.

a. In Ascend, navigate to your Inventory Event in the Inventory Center.

b. If needed, connect your Ascend Agent with your WiFi. You can do this even if the computer is connected via Ethernet cable. Sherpa tip: Your WiFi connection must be on the same network as your Ethernet network.

i. Select the WiFi icon in the Mobile Device Management section on the right.

ii. Add your WiFi Network name and your WiFi Password here. Sherpa tip: These fields are case-sensitive.

iii. Then select Save.

5. Click the QR Code icon in Mobile Device Management to open a scan code.

6. Go back to your Unitech EA500 Plus scanner. Click Scan QR.

7. Then press one of the blue buttons on either side of the scanner to scan the code on your screen. The QR code in Ascend should display a green checkmark when the scanner connects successfully!

8. The scanner should let you know configuration is completed. Click OK and the scanner should now run through an Initialization Checklist before heading back to the main screen.

10. Back in the Inventory Center in Ascend, you can easily check the Mobile Device Management area to confirm all the scanners connected successfully.

Export your results

After you've completed scanning your desired products, use Ascend to view and export your results. 

1. On your scanner, upload your counts by returning to the section list and click UPLOAD.

2. In Ascend, click on the Reconcile button on the top left-hand corner of the app window.

3. Select a non-inventory category, like Labor. This will limit the results to only the products scanned and keep non-scanned inventory off your list. Then click Continue

4. Ascend will analyze the scans and produce a product list for all scanned items. From here you can print or export your results to tally totals.

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5. Once you've exported your results for review, simply close the reconciliation window and exit the Inventory Center. 

Additional Resources

Video: Inventory 2. Set up an Inventory Center Event for Inventory or Cycle Counts

Video: Inventory 3. Configure the Unitech EA500 Plus inventory scanner for Inventory or Cycle Counts

Article: User permissions for a cycle count or full-store inventory

Article: Configure the Unitech EA500 Plus inventory scanner  

Article: Prepare for a full-store physical inventory

Article: Set up an Inventory Event

Article: Full-store inventory scanning process

Article: Analyze inventory scan results

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