If your staff are going to assist with cycle counts, you may need to update their User permissions (temporarily or indefinitely). The permissions they'll need depend on what part of the cycle count they're helping with.
Exporting Ascend data to your inventory scanner
A User needs to have the User permission Import/Export Data checked to export the file from Ascend to the scanner. It also lets them import the file back into Ascend after they're done scanning.
- Log into Ascend HQ > Management > Users.
- Not familiar with User Management in Ascend HQ? Check out our article, User Management - Create, Edit, and Remove User Profiles.
- Select User.
- Select Roles & Permissions.
- Scroll to find the box for Import/Export Data and check the box.
- Select Save.
- The User may need to log out of Ascend client completely and back in again.
Investigating products and inventory reconciliation
After the product file is imported into Ascend, the User needs to investigate product quantities that are "off," and then reconcile the numbers once everything has been tracked down.
To Investigate products, they'll need these permissions:
- Products/Vendor Products - Adding
- Products/Vendor Products - Modifying
- Products/Vendor Products - Viewing
- Inventory Adjustments - View
To Reconcile inventory, they'll need these permissions:
- System Tools
- Allow Commands in SQL Query Window
- Inventory Adjustments - Add (only needed if the user will be manually adjusting item quantities prior to reconciling - for example, if they discover that shop or display use items were never properly recorded as such)
- Reports
You can add these permissions to a User profile by following steps 1-5 above.
KB22-124