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Steps to Perform a Physical Inventory Using Vehicle Wizard

Step 1: Download Inventory and Assign Agents

  a. Click on Begin New Inventory to begin the Inventory Process.



  b. A pop-up will ask you to select a user from a list.




  c. Select a user.


Notes

  1. This will clear all current scans and reports from your system. Please be sure any current reports are printed or saved as needed.

  2. If a person is currently scanning vehicles, it will notify you as such. Please have the scanning agent log out of the application before starting the inventory process; otherwise, previously scanned vehicles will remain on the scanner.


Prerequisites: Sign Into Your Scanner

Tap the Vehicle Wizard icon on the scanner and enter your credentials to log in.


How to sign into Vehicle Wizard on your Scanner


Step 2: Scanning Your Vehicles

a. Scan the barcode label attached to each vehicle.


b. The scanner will automatically recognize:


  • Any barcode label printed from Vehicle Wizard.

  • Any barcode containing the vehicle's full 17-character VIN.


c. Continue scanning each vehicle until all vehicles you want to include in the inventory have been scanned.

Note: Vehicles Without Labels/Barcodes

a. Find the vehicle in the app

b. Tap the edit icon

c. Click the "Set" button

d. Select the checkmark to save these changes




Step 3: Viewing Your Reports

Once you have finished scanning your vehicles, you can review your inventory reports.


a. Tap the Inventory/Reports button.


b. A drop-down menu will appear displaying the available report options.


c. Select the report you would like to view.



The available reports are described below:

  • All Vehicles: Shows your entire inventory, including vehicles

that have and have not been scanned. Scanned vehicles will

have a check mark in the Scanned column.

  • Report Missing: Vehicles that have not been scanned.

  • Report Scanned: All vehicles that the scanner was able to scan.

  • Report Extra Vehicles: Cars not found in your DMS.


To upload your DMS with any lot changes or added vehicles, click on the Upload DMS button. A pop-up box will appear with the message Success.



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