Physical Inventory

Physical Inventory (Inventory Counting) is used to maintain the accuracy of stock levels and help to correct any discrepancies.

These counts can be done by:

• inventory_2 Bin: Counting all inventory in a bin.
• location_on Area: Counting all inventory in an area.
• category Product: Counting all inventory of a product.

Note

Physical Inventory is different than Stock Adjustments and refers to performing a stock count of items.

In the event where items are found damaged, expired or need to be returned from Issue Locations, make a Stock Adjustment.

Important

Different batches of the same product may be stocked, and will show as separate entries. Ensure that the stock count is done separately for each batch.

Perform Inventory Count

1. From the Physical Inventory screen, select an option to begin counting inventory. By inventory_2 Bin, location_on Area or category Product:

If you chose Bin or Area, you will be asked to specify your selection.

2. Select a product to count.

How to select a product

• Scanning: Tap barcode_scanner to scan the product's barcode.
• Product Search: Type the product code or description into the search bar.

You can sort item list by Name (A-Z) or Quantity (Descending order), or Last Counted Date (Oldest to Latest) by selecting the more_horiz action icon.

3. Input the Quantity for the product
4. Tap thumb_up Count.

See example

Note

In the event where the quantity entered is different than quantity in the system, the pop-up notification will also include that information.

See example