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Physical Inventory & Adjustments

OverDrive has no physical-inventory feature on day one — that capability is still being built, so the physical inventory is performed in VAST during cutover. OverDrive does allow inventory adjustments, but they don't automatically flow into the accounting and reporting still built around VAST. Stores can't make adjustments on their own: every request routes through IT, which makes the adjustment in OverDrive and passes it on for Great Plains posting. The workaround retires once the physical-inventory / Count Module functionality is built — removal target TBD.

When this applies

An inventory adjustment is needed after go-live.

The workaround

  1. Submit any inventory adjustment request to IT, which administers adjustments — stores cannot make them on their own. (Store Associate)
  2. Make the inventory adjustment in OverDrive. (IT)
  3. Communicate each adjustment on to Finance / GP, so the accounting impact is recorded. (IT)
  4. Post the adjustment into Great Plains — normally handled by sales audit. (Finance / GP)

Open — how requests get submitted

The intake path for adjustment requests isn't settled yet. An inventory-adjustment submission form through the helpdesk is an open item; until it exists, route requests as above.

Go-live & cutover notes

  • Cutover: perform the physical inventory in VAST before going live in OverDrive — a one-time activity. (Operations)
  • Cutover: carry the resulting starting inventory position into OverDrive — a one-time activity. (IT)
  • Adjust Stock Count — the OverDrive-side steps for making an inventory adjustment.
  • Inventory — overview of inventory management in OverDrive.