Pre-Count Checklist
Make sure ALL open sales tickets are processed.
Process or Void ALL open adjustments.
Make sure there are no open Receiving Orders they need to be processed before creating the count.
Verify that ALL Purchase Orders are in process and are current and accurate.
Starting an Inventory Count
From the Product menu, go to Counts
Click the New Count Button or click view next to an open count.
Name the Count
Select how you want to count your inventory and Click Create.
Count Everything- will add ALL of your inventory items to the count.
Category- will allow you to choose certain categories to count.
Subcategory- will allow you to choose certain subcategories within a category.
Cycle- will allow you to count by the predetermined cycles you have set in Blueprints.
Vendor- will allow you to choose certain vendor(s) to count.
Manufacturer- will allow you to choose certain manufacturer(s) to count.
Location Range- will allow you to pull items based on the location setup in the product file.
# of Days Not Counted- will allow you to count products that have not been counted in X amount of days.
In Count Details select how you want to group your count.
No Grouping is the default and puts all items in alphabetical order.
Category will group all items by the category they are linked to in their product file.
Subcategory will group all items by the category and subcategory they are linked to in their product file
Click Print if you want to print the count sheets to do the physical count.
Enter the number of products counted for each item in the count column.
You can press enter key after each entry to move to the next item.
Click the Process button.
Answer Yes to the message “Are you sure you wish to process this count? Remember all items NOT counted will be set to Zero (0). Do you wish to continue?
A confirmation screen will notify you that an Inventory Adjustment was automatically created to adjust the items with errors. Answer Yes to view the adjustment.
