Conduct an Inventory (Resource Manager)

Conducting a resource inventory lets you know where your resources are, what you have and what is missing.

If you limit an inventory to only textbooks, then you can also limit the inventory counts for the year adoptions end.

Each site can conduct an inventory of its resources and generate inventory reports. Also, the district resources manager can initiate a district-wide inventory, monitor its progress, and generate district-wide inventory reports.

Inventory with Barcoded and Unbarcoded Items

Whether your inventory includes barcoded or unbarcoded items, the goal is to account sfor as many items as possible. You can confirm the status and location of all resources by conducting an inventory. When inventorying unbarcoded and consumable items, you enter a count instead of scanning barcodes.

1. Start an inventory that includes barcoded, unbarcoded and/or consumable resources. For step-by-step instructions, see Start an Inventory (Resource Manager).
2. Select Back Office > Inventory.
3. Ensure the correct inventory is showing in the Resource Inventory drop-down.
4. Click the Account for each Barcode sub-tab.
   
5. To have Destiny confirm you are entering barcodes in the resource's designated location, click Update, and then select your current scanning location.
   
6. In the Scan or enter one-at-a-time field, type or scan each barcode. Once you enter a barcode, the item appears in the Most Recently Accounted For section.

   Notes: If you type barcode numbers rather than scan them, click Account For or press Enter after each entry. When you scan or enter unaccounted for barcodes, Resource Manager changes the item’s inventory status to Accounted for. Based on how you configure Resource Options under Circulation in Back Office > Site Configuration , "Lost" textbook resources must be returned in a timely fashion to generate a refund. Resource Manager does the following: Changes the status of a lost item to Available and deletes any fine charged to a patron for the lost resource. Creates a refund if the fine was paid.

7. Click the Count Items Without Barcodes sub-tab.
   
8. In the Inventory Count field, type the count for each resource listed.

   Note: Follett recommends periodically clicking Save to retain entered amounts. You can always update saved counts.

   
   
9. When you are done, click Finalize. A confirmation pop-up appears.
10. Select accordingly, and then click Yes.

For more information, see FAQs (Resource Manager Inventory).