The heart of Mango's Inventory Accuracy system is its monthly Count Sheets. It's important for everyone using Mango to understand this report and process them each month. For many stores, processing Mango's monthly Count Sheets using their mobile Zebra device(s) is more labor efficient. Follow the steps below to take advantage of paperless processing! If you favor paper Count Sheets, that process is outlined near the bottom of the page.

• • Enable MANGOAPI

    Make sure your Eagle MANGOAPI queue is scheduled - the MANGOAPI creates the count sheet list in your Eagle system each month. 

    1. From Eagle, type SEQ into the launch bar and press enter.
    2. Look for a queue named MANGOAPI, it's usually near the bottom.
    3. If the queue is not present, follow these instructions for enabling the API.

     

    Update Eagle Mobile+​

    1. Launch Eagle Mobile+. Find the version number of the application under the title on the login screen and confirm you are running version 2.4 (219) or higher.
    2. Update the application if you are running on an earlier version of Eagle Mobile+.
       1. Exit Eagle Mobile+ and launch Google Play Store.
       2. Search Eagle Mobile+.
       3. Tap the search results for: Eagle Mobile+.
       4. Tap Update; once completed return to home screen.

     

    Role-Based Security Configuration

    For a user to automatically be assigned to the count list they must be assigned to a role with security bit 423 and/or 863 set to YES.

    Check which roles have these security bits set to yes.

    1. Open Eagle Browser.
    2. In the launch bar, type RBS and press Enter.
    3. In the header, click Misc Kpad.
    4. Select Review Security Bit Usage for Roles.
    5. Enter in bit 423 and click OK.
    6. This will display a list of roles where this bit is set to YES.
    7. Repeat these steps for bit 863.

    Now you'll need to verify the person (user) counting is assigned to at least 1 role where the security bit was set to yes

    1. Open Eagle Browser.
    2. In the launch bar, type RBS and press Enter.
    3. Select the user from the User dropdown and press Refresh.
    4. Verify they are assigned to the correct role and store.

     

    Eagle Options Configuration 

    The first block of Option IDs below are required and must to be set to the specified value for the Count Sheets to work on your Zebra device. The second block of Option IDs are recommended settings but can be tweaked to a user's preference.

    1. Open Eagle Browser.
    2. In the launch bar, type OPT and press Enter.
    3. In the header, click ID (Ctrl + I).
    4. A new window will appear, search the Option ID in the table below and change the Current Value to the Suggested Value.
    5. Press Change (F5).

     

    Eagle System Settings
    Desc.	Option ID	Suggested Value	Completed
    Mobile Use Physical Inventory with Count List	1155	Yes
    Inventory Item Lists Enabled	9585	Yes
    Mark items on PI list as counted when RPI is run?	1876	Yes
    EM+ Physical Inventory from List with Next	1956	Yes
    EM+ Physical Inventory from List Auto Display	1957	Uncounted
    EM+ Physical Inventory Item List Field	1958	Loc
    Mobile Inventory Update QOH & Locations	1131	P = Update to PIP, Run RPI to Post to Inventory
    Number of Locations Per Item	1136	6
    Mobile Physical Inventory Display finalized items in Count List	1158	No
    Mobile Physical Inventory Add or Replace Quantity	1141	R = Replace any existing Physical Inventory quantity with new quantity
    Mobile Physical Inventory Save Location?	1142	No
    Mobile Physical Inventory Count First Scan as 1?	1143	QOH
    Mobile Physical Inventory Flexible Display Field 1	1151	N = Committed Quantity
    Mobile Physical Inventory Flexible Display Field 2	1152	A = Retail Price
    Mobile Physical Inventory Flexible Display Field 3	1153	I = Discontinued
    Mobile Physical Inventory Flexible Display Field 4	1154	J= Store Closeout
    Mango on System (Eagle Level 32.1+)	2071	Yes

    
    
    

  • Report Location 

    Action Email -> Office Exceptions.pdf -> usually Page 3

    ​This report lists SKUs that are on your current Count Sheets with Count Type XX, indicating an item with very low sales volume in your store and peers. Many times these SKUs are "phantom inventory" where they exist in your computer system but have not been part of your store's assortment for a long time. Risk: the SKUs in this report are active in your RSC and risk being reordered if zeroed out during Count Sheet processing.

    SKUs on this report

    • Are on your current Count Sheets to be inventoried as XX Count Types.
    • Have Store Closeout set to N (can be reordered). 
    • Are Active or Closeout in your RSC (can be replenished).
    • Are very slow sellers in your store and in peer stores.
    • Are not part of a "collection" (e.g. v-belts, numbered drill bits, paint bases, etc.).
    • Are not Discovery SKUs.
    • Are not COM excluded SKUs (Loc 2 = XDR, for stores using COM).

    Steps to process report:

    1. Decide if the SKU should be reordered if zeroed during counting. 
    2. If the SKU should be reordered then do nothing, skip to the next SKU.
    3. if you do not want the SKU reordered then:
       1. Display the SKU in Inventory Maintenance.
       2. Change to the Codes tab in Inventory Maintenance.
       3. Change the Store Closeout flag to "Y" (3rd Column).
       4. Press Change.

  • It's time to hit the sales floor and begin counting Count Sheets. 

    1. From your Zebra, open the Ace Retailer app and sign in. This can be used to pull up images of Ace SKUs you may have trouble finding.
    2. Return the home screen of the Zebra device.
    3. Open Eagle Mobile. You can easily switch between the 2 app by clicking the "square" icon in the bottom right.
    4. Enter your Eagle login.
    5. Click on Physical -> from List.
    6. Select the MANGO COUNT SHEET list.
    7. Select the first SKU or press the Next button to find a SKU to start with.
    8. Locate the item on the sales floor and scan it.
    9. If you scanned the correct SKU you'll receive a message saying "Correct Item". If you scanned the incorrect SKU it will say "is not the Item Displayed".
    10. Make sure all items on the hook/bin are the same and that the item is not also displayed in another location or in back stock.
    11. Count the item and enter in how many you counted into the Count field.
    12. Press Add, this will automatically advance to the next SKU.
    13. If the screen advances to a SKU that you want to skip, press Next. You can return to count this SKU at a later time by repeating steps 5 - 12.
    14. Repeat steps 8 - 12 until all SKUs in the MANGO COUNT SHEET list have been completed.

  • Quantity-on-hand variance research is the most important accuracy process in your store. PIP research is typically performed by your inventory coordinator where he/she diligently scrutinizes variances in the Physical Inventory Posting (PIP) viewer before variances are finalized. You should set dollar thresholds $15.00 (for example) that trigger mandatory research when the variance dollar amount is exceeded. Stores employing good variance research can quickly find and fix the root cause of inaccuracy.

    • It all starts with a good initial count. Our How to Count video will help your team understand the importance of counting better. Folks giving you frequent bad counts need to be identified and trained! If additional training fails then counting may not be the best task for that individual and their counting responsibility reassigned.

    • Variance research is the cornerstone of inventory accuracy. It's how you figure out and fix the process or person causing issues, and once fixed, the accuracy of your store increases.

      1) Sort PIP by the Shrinkage column you created in Level 0 - Completion (Step 1), or the Repl Cost Varinace column if it's available in your PIP viewer.

      

      2) Verify each variance over/under your mandatory research policy threshold ($15.00 for example)
      

      • Recount the SKU.
      • Look in nearby bins hooks for the item.
      • Look in top stock and back stock.
      • Look in return and defective bins.
      • Look in special order shelves.
      • Look for multiple locations (clip strips, end caps, etc.)

      3) Try to determine the variance root cause 
      

      • Was it a bad count?
      • A count correction?
      • Cashiering error?
      • Receiving error?
      • Theft? 

      4) If the variance was a result of a cashiering or receiving error then fix it in MPO or POS and delete the entry in PIP. Do not use PIP to correct cashiering or receiving errors as this will skew shrink, purchasing, sales and order points.

    • You can follow the Shrink Report - Variance Research help dig even deeper.

  • Inventory counts entered into PIP from Eagle Mobile+ updates the item’s quantity on hand only after the RPI is run. To create an RPI to finalize the inventory counts, follow the steps below.
    

    1. On the Eagle Browser Launch line, type RPI and press Enter.
    2. Set up the screens as indicated below:
       • Print Setup
         In the Print To field, select S – Spool Only
       • Options
         In the Reconcile Options field, select these options:
         F – Finalize Counting
         I – Change Location Codes
         S – Show Detail
         V – Print Variances Only
       • From / To
         No need to specify a range
       • Miscellaneous
         Print Sequence – Option 5 (Location/SKU)
         
       • Fax Setup
         No input is required.
    3. To run the report, click Run (F4).

  • Your Count Sheet completion metric is a 3-month average and because of this we allow you to make up missed counts from the previous 2 months and get credit for the work. The steps outlined below use the LISTS feature from Eagle Browser to achieve 100% Count Sheet Completion!

    Eagle Browser LISTS

    LISTS is a great way to quickly see any remaining Count Sheet SKUs that still need a count. Note: if you follow the steps below but do not see the Mango Count Sheet list then a 1-time setup needs to be performed on your Eagle Server. Your Eagle Server needs to be on Level 28 (released in 2018) or higher to use this functionality.

    1. In Eagle Browser, launch LISTS.
    2. Under List Type click the drop-down and select P.
    3. Under Item List click the drop-down and select MANGO COUNT SHEETS ​(if multi-store, make sure to select your store.)
    4. Locate the column Date Last PIP, you may need to add this column to the view.
    5. Double click on the column header to sort the data.
    6. The SKUs with the oldest Last Physical Dates will come to the top.
    7. Double click again and the SKUs with BLANK or newest Last Physical Dates will come to the top.
    8. Any SKU without a Last Physical Date in the current month still needs to be counted.

    Video Instructions

    

  • Mango's Count Types are the reason SKUs are reported on your Count Sheets. Before heading to the sales floor, print out and read through the explanation for each type. Understanding these Count Types will give you clues while out counting. Example: an XX or MC type is less likely to be found than an RC or TI.

    

    • Each month, new Count Sheets are delivered in your Action Reports email. Open your Action Reports email and locate the attachment called " - Count Sheets - " e.g. "07205 - Count Sheets - 0316".
      Print out the sheets and attach them to a clipboard, we'll be taking these to the sales floor.

      

    • Mango's Count Types are the reason SKUs are reported on your Count Sheets. Before heading to the sales floor, print out and read through the explanation for each type. Understanding these Count Types will give you clues while out counting. Example: an XX or MC type is less likely to be found than an RC or TI.

      

    • It's time to hit the sales floor with your Count Sheets and begin counting the selected SKUs. There are two methods of counting outlined below. Using the Zebra Scanner is the preferred method for completing count sheets.

      Paper Method:

      1. Find and count the first SKU on the Count Sheets.
      2. Make sure all items on the hook/bin are the same and that the item is not also displayed in another location or in back stock.
      3. Write the amount you count on the sheet.
      4. Count no more than 6 SKUs at a time before updating the SKUs in PIP (Step D).
      5. Repeat steps 1 - 3 and Step D until Count Sheets are completed.

    • Once SKUs have been counted they need to be entered into the computer to be updated. Whether an item has a variance or not, all counts need to be entered into PIP. This updates Last Physical Inventory Date which feeds Mango's Operational Level 0 - Completion Metric so you can get credit for the work you've done. It also helps other team members know the last time something was counted and sets a new baseline date. Below are the two methods for updating SKUs.

      Paper Method:

      1. In the Eagle Launch Bar, type in PIP and press Enter.
      2. In the top ribbon, click on QPIP (F3).
      3. Type in the SKU and the amount counted from the Count Sheet.
      4. Click OK.
      5. Continue entering the additional SKUs.
      6. Click Cancel when finished updating counts.

    • Inventory counts entered into PIP from Eagle Mobile+ updates the item’s quantity on hand only after the RPI is run. To create an RPI to finalize the inventory counts, follow the steps below.
      

      1. On the Eagle Browser Launch line, type RPI and press Enter.
      2. Set up the screens as indicated below:
         • Print Setup
           In the Print To field, select S – Spool Only
         • Options
           In the Reconcile Options field, select these options:
           F – Finalize Counting
           I – Change Location Codes
           S – Show Detail
           V – Print Variances Only
         • From / To
           No need to specify a range
         • Miscellaneous
           Print Sequence – Option 5 (Location/SKU)
           
         • Fax Setup
           No input is required.
      3. To run the report, click Run (F4).

• • Before you begin counting, each user must complete the following steps to ensure Zebra settings are configured correctly.

    1. Open Mobile + and log in.
    2. Click on Physical Inventory -> By List.
    3. Select the MANGO COUNT SHEETS list.
    4. Click Settings.
    5. Set Scan Behavior to "Scan To Verify".
    6. Set Select Field to view in List Detail to "Location".
    7. Set Initial Count to "QOH".
    8. Set Sort Order by to "Location".
    9. Flip the Save Location toggle off (Grey).
    10. Select Apply and close the Success notification.
    11. Click Filter.
    12. Set View Items by to "Uncounted".
    13. Select Apply.
    14. Verify these settings are set to the values above for each user processing Mango Count Sheets.

  • Report Location 

    Action Email -> Office Exceptions.pdf -> usually Page 3

    ​This report lists SKUs that are on your current Count Sheets with Count Type XX, indicating an item with very low sales volume in your store and peers. Many times these SKUs are "phantom inventory" where they exist in your computer system but have not been part of your store's assortment for a long time. Risk: the SKUs in this report are active in your RSC and risk being reordered if zeroed out during Count Sheet processing.

    SKUs on this report

    • Are on your current Count Sheets to be inventoried as XX Count Types.
    • Have Store Closeout set to No (can be reordered). 
    • Are Active or Closeout in your RSC (can be replenished).
    • Are very slow sellers in your store and in peer stores.
    • Are not part of a "collection" (e.g. v-belts, numbered drill bits, paint bases, etc.).
    • Are not Discovery SKUs.
    • Are not COM excluded SKUs (Loc 2 = XDR, for stores using COM).

    Steps to process report:

    1. Decide if the SKU should be reordered if zeroed during counting. 
    2. If the SKU should be reordered then do nothing, skip to the next SKU.
    3. if you do not want the SKU reordered then:
       1. Display the SKU in Products.
       2. Change to the Stock & Sell tab of Products.
       3. Change Store Closeout to "Yes" (3rd Column).
       4. Press Save.

  • It's time to hit the sales floor and begin counting Count Sheets. 

    1. Open Mobile + and log in.
    2. Click on Physical Inventory -> By List.
    3. Select the MANGO COUNT SHEETS list.
    4. Select the first SKU or scroll down to find a SKU to start with.
    5. Locate the item on the sales floor and scan it.
    6. If you scanned the correct SKU, you'll receive a message saying "is the correct Item". If you scanned the incorrect SKU, it will say "is not the Item Displayed".
    7. Make sure all items on the hook/bin are the same and that the item is not also displayed in another location or in back stock.
    8. Count the item and enter in how many you counted into the Update Count box.
    9. Press Add, this will automatically advance to the next SKU.
    10. If the screen advances to a SKU that you want to skip, press SKIP in the upper right.
    11. Repeat steps 8 - 12 until all SKUs in the MANGO COUNT SHEETS list have been completed.

  • Quantity-on-hand variance research is the most important accuracy process in your store. Physical Inventory research is typically performed by your inventory coordinator where he/she diligently scrutinizes variances in the Physical Inventory table before variances are finalized.

    • It all starts with a good initial count. Folks giving you frequent bad counts need to be identified and trained! If additional training fails then counting may not be the best task for that individual and their counting responsibility reassigned.

    • Variance research is the cornerstone of inventory accuracy. It's how you figure out and fix the process or person causing issues, and once fixed, the accuracy of your store increases.

      1) Sort Physical Inventory by the Variance Cost column.

      

      2) Verify each variance over/under your mandatory research policy threshold ($15.00 for example)
      

      • Recount the SKU.
      • Look in nearby bins hooks for the item.
      • Look in top stock and back stock.
      • Look in return and defective bins.
      • Look in special order shelves.
      • Look for multiple locations (clip strips, end caps, etc.)

      3) Try to determine the variance root cause 
      

      • Was it a bad count?
      • A count correction?
      • Cashiering error?
      • Receiving error?
      • Theft? 

      4) If the variance was a result of a cashiering or receiving error then fix it in Purchase Order or POS and delete the entry in Physical Inventory. Do not use Physical Inventory to correct cashiering or receiving errors as this will skew shrink, purchasing, sales and order points.

    • You can follow the Shrink Report - Variance Research help dig even deeper.

  • Inventory counts entered into Physical Inventory from Mobile+ update the item’s quantity on hand only after they are finalized. To finalize the inventory counts, follow the steps below.
    

    1. In Propello, open Physical Inventory under products.
    2. Check the boxes on the SKUs you want to finalize.
    3. Click Finalize.
    4. Check the Update Locations ? box and use the option Primary Only.
    5. Set the Item Selected But Not Counted to Do Not Finalize.
    6. Click OK.

  • Your Count Sheet completion metric is a 3-month average and because of this we allow you to make up missed counts from the previous 2 months and get credit for the work. The steps outlined below use the Lists feature in Propello to achieve 100% Count Sheet Completion!

    Propello Lists

    Lists is a great way to quickly see any remaining Count Sheet SKUs that still need a count.

    1. In Propello, open Setup under products.
    2. Select Lists.
    3. In the search box, search for MANGO COUNT SHEETS.
    4. Click Search.
    5. Click the check box next to the store's Count Sheets you are working on.
    6. Click the Edit button .
    7. Click the Count Finalized column to sort by ascending (upward arrow). This will bring all uncounted items to the top. If the column is blank, the SKU still needs to be counted, but if it has a green check mark , the SKU has been counted. 

  • Mango's Count Types are the reason SKUs are reported on your Count Sheets. Before heading to the sales floor, print out and read through the explanation for each type. Understanding these Count Types will give you clues while out counting. Example: an XX or MC type is less likely to be found than an RC or TI.

    

    
    
    Count Sheet Count Types Reference Document

• Count_Sheet_Instructions_v4.pdf100 KB