---
title: "Requesting a New Inventory Count"
slug: "requesting-a-new-inventory-count"
updated: 2026-08-10T20:23:16Z
published: 2026-08-10T20:23:16Z
canonical: "help.idibilling.com/requesting-a-new-inventory-count"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Requesting a New Inventory Count

With the proper permissions assigned, you can request an inventory count for a specific store, or for more than one store. This procedure is very flexible, and allows you to modify your requested count every step of the way.

To request a new Inventory Count:

- Go to **Applications > POS Back Office > Inventory Counts > Request New Inventory Count**

This displays the New Inventory Count wizard.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/89751.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A21%3A47Z&se=2026-11-14T12%3A21%3A47Z&sr=c&sp=r&sig=m%2FyuOjF8HogZDmR70anqDJQ7%2FOsMWcfmv0q%2FIvmhV6Q%3D)

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/36926.bmp?sv=2026-02-06&spr=https&st=2026-11-14T11%3A21%3A47Z&se=2026-11-14T12%3A21%3A47Z&sr=c&sp=r&sig=m%2FyuOjF8HogZDmR70anqDJQ7%2FOsMWcfmv0q%2FIvmhV6Q%3D)
- Right click in this window and select Request New Count.
- This displays the first page of the Inventory Count Wizard.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/37117.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A21%3A47Z&se=2026-11-14T12%3A21%3A47Z&sr=c&sp=r&sig=m%2FyuOjF8HogZDmR70anqDJQ7%2FOsMWcfmv0q%2FIvmhV6Q%3D)
- From here you can either select a template to use, or proceed with no template.

#### Proceed with no Template

To request a new inventory count without using a template:

- Use the default of **Proceed with No Template** on the first page of the Inventory Count Wizard and click **Next**.
- This displays the Choose Location window.
- ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/37438.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A21%3A47Z&se=2026-11-14T12%3A21%3A47Z&sr=c&sp=r&sig=m%2FyuOjF8HogZDmR70anqDJQ7%2FOsMWcfmv0q%2FIvmhV6Q%3D)
- Select a location by checking the box at the left of its row.
- Requested Due Date is optional. Use the Requested Due Date field to change the default date that this inventory count should be performed -- from today's date to another date in the future (informational only).
- Click **Next** to continue. This displays Included Items form.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/37132.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A21%3A47Z&se=2026-11-14T12%3A21%3A47Z&sr=c&sp=r&sig=m%2FyuOjF8HogZDmR70anqDJQ7%2FOsMWcfmv0q%2FIvmhV6Q%3D)

Here you can indicate what items you want to be counted.
- Either select **All Retail Products** and click **Next** to complete the Inventory Count.

OR

Click **Select Retail Products** to choose specific items to be counted.
  - Use the **Add** button if you need to do a Product Catalog search to locate the product(s) you want.
  - Highlight the product, right-click and choose **Select** to add it to the window.
  - Repeat to add other items or click **Next** to continue.
- You can also pick and choose which items will be NOT be counted.
  - Use the **Add** button to do a Product Catalog search to locate the product(s) you want.
  - Right-click the product row in the search window and choose **Select** from the shortcut menu to add it to those items that will be excluded.
  - Repeat to add more items, or click **Next** to continue.
- Choose to use or override Inventory Count Settings.
- Use this free-form text area to indicate any special instructions you may have regarding the template you are editing.
- Click Finish to complete the Inventory Count Request.

#### Choose Template

To request a new inventory count using a template:

- Select **Choose Template** on the first page of the Inventory Count Wizard.
- Select the row of the template you want to use and click the **Next** button.

From this point the process is as described above.