Performing an Inventory Count

The actual counting of inventory involves several steps.

Beginning a Count

• At this point a count has been requested, but not yet started. With the appropriate permissions, you can still modify the settings and the included/excluded items before beginning the count.

• The requested count may also be deleted.

• To begin the count, you select the Begin Count menu item and the count is initialized and set to the In Progress status. (Prior to this point, the items themselves have not been selected for the count.) If the count contains include Catalog Categories and/or Catalog Groups, then at the time of Begin Count, the appropriate SKUs are found and initialized.

• Once a count is past the Requested state, it can no longer be deleted and can only be Completed or Cancelled.

• Since Adjustments and Inventory Counts cannot be open against the same item at the same time, if there are open adjustments for any items at this location that are on the count, you will receive a warning.

Counting

• The counted values are entered on the Inventory Count Details window via the Non-Serialized form or the Serialized form.

  

• When the counted values are saved, the system performs the variance check between the counted value and the system value.

• The user may enter any notes on the Notes tab that may be helpful for the approver to see. For example, "I was unable to count SKU ABC because we no longer carry this item."

Submitting for Approval

When the counting is complete, the user can select Submit for Approval from the shortcut menu on the Inventory Account Approval window.

Performing an Inventory Count

To perform an inventory count:

• From the Inventory Count Details form, double click a SKU's row to count that item.

  Depending on the item, either the Modify Serialized Items window or the Modify Non-Serialized window is displayed.

  Modify Serialized Items

  1. From the Modify Serialized Items window there are two ways to add serialized items to a receive:

     • Add Serial Numbers Individually

       1. Add the item's serial number to the Serial Number field.

       2. Complete the Inventory Status field by using the drop-down list.

       3. Enter the cost (if necessary).

       4. Click Add to add the item to the bottom of the window or click Clear to empty the fields and start over.

       5. Repeat as needed for other items.

       OR

     • Add Serial Numbers in Bulk

       

       1. Add any common starting numbers or letters for all serialized items to the Prefix field (if applicable).

       2. Fill in the From and To fields with the starting and ending numbers.

       3. If there are common ending numbers or letters, enter those in the Suffix field.

       4. Click Add to populate the Serial Numbers in the bottom of the Bulk Add window.

       5. At the confirmation prompt, double check and click OK if correct, or make changes if needed.

       6. Click OK to close this window and populate the Modify Serialized Items window with these items.

  2. Click OK when you're done.

     This populates the Add Inventory Receive Window.

  3. To receive more items, repeat this process starting with a right-click in the bottom of the window to add a new SKU.

  Modify Non-Serialized Items

  To enter a quantity for a non-serialized item

  • Click the appropriate status row for the item and enter the counted number in the Quantity column.

    

  • Repeat as necessary.

  • Click Save.

• When you're done counting all the items you can either close the Inventory Count or submit it for approval.

  Closing the Inventory Count puts it into Pending status; you can reopen it and make changes to the count, cancel it, or submit itfor approval.