Physical Inventory Count

Use the Count Inventory window to quickly enter physical inventory counts in Item Information.

To Enter Physical Inventory Counts

1. From the Item Information window, under Common Tasks, choose Count Inventory.
2. Choose the appropriate stockroom location from the count drop-down list.
1. The items that will first appear for the selected location are those that have been set with a par level for that location.
2. Checkmark the Show Available Items with No Par Levels checkmark box to display all available items regardless if a par level exists for that item in that location.  Items that have been marked as Not In Use will not appear on this screen.
3. If you are completing a full physical inventory count and want to add a count of zero for all blank entries, click the Set all blank Entries to Zero button. This will then create a PI Count of zero for this item’s selected location.  If you have already added zero for all blank entries and wish to remove them, click the Remove any 0 Entries button.  
4. Enter the correct count for each item in the Count column.
5. When finished counting items for the selected stockroom location, click the Perform Count button.
6. Physical Inventory records for specific items can be viewed on the Inventory Control Tab in Item Information.
7. The On-hand column on the Stock Levels Tab also displays the result of a physical inventory count. The item information can also be quickly accessed by clicking the item description.  The item’s information will pop up allowing staff to view or edit information based on their security setting.

Save for Later - If quantities have been entered but you are not yet ready to click Perform Count and create the physical inventory records for the items, click the Save for Later button in order save your entries on this screen until you are ready to create the physical inventory counts.  

Note:  The page will automatically save your entries every few seconds.  If you leave the screen without posting the records, you will be asked if you would like to reuse the entries the next time you return to this screen.