Helpful Tips and Tricks

Your time is important! We are always looking for ways to make our application respond faster to your needs. Already built into NeXT are quick ways to get tasks completed. Below are a bunch of short videos that will walk you thru some efficiency tricks so you can work faster.

Top 5 Tips for a Successful Inventory!

As the year closes and you prepare for physical inventory, we would like to offer some key considerations to enhance your overall experience:


1.Prep your Store 

Preparing your store and creating a map are very beneficial to completing your physical. Here are the best ways to prep your store for the coming physical inventory:

  • Organizing your store’s inventory

  • Ensuring all products have a tag for effortless scanning

  • Marking sections of the store for swift counts and recounts


2. Review Our Help Page to refresh your memory on Steps for Physicals 

Our helpful documentation is here to guide you! Review it here by clicking this button:

3. Cancel or Process any In-Process Physicals

Please ensure to review your In-Process Physicals. If there are any open physicals for a given facility, it must be completed before you are able to initiate a new one. You can complete a physical by processing or canceling it.

To see if there are any open physicals for your facility
Go to:


Actions>Physical>Quick Physical.

Press the list button
Only open physicals will appear in this list.


4. Verify All Sales are Up-To-Date

To ensure the variances of your physical are correct, it is best to run sales reports in DataWorks and compare them to your POS system. This verification will lead to better accuracy within the system.The report we recommend to run is our Summary By Day By Facility sales report.


5. Utilize TriCoders for Counts

Our TriCoders provide an efficient means for inventory counting. Click Here for detailed documentation to guide you through the necessary steps of this process.

Ensure the Hardware Utility is installed on the computer

It will look like this on your Desktop

It will look like this in your All Apps List


If you don’t have the application installed please have your IT staff install it using these instructions.

  1. The computer needs to be logged in as an Admin (not as a user running apps under admin.)

  2. Download the Hardware Utilities application from here.

  3. Install the Hardware Utilities 

  4. After installing, plug the TriCoder into the computer. It should state USB Enumeration. But after a moment it should then go to a menu

  5. If you do not get this and it stays on USB Enumeration or windows gives an error it means the drivers did not install. Try re-installing them as computer admin.




Bonus #6: Our Support Team is Here to Help

Our helpful support team is also here for any questions you may have about this process. Feel free to reach out and we'll be happy to help any way we can. You can reach us by email at support@dataworksinc.com or by phone (239) 444-1030 x 1.