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Counting stock

StepModuleWhat changes
1. (Optional) Scan with a handheldData CollectorNothing. Uploads the scans.
2. Record the countPhysical Inventory CountNothing yet.
3. Update the stockInventory AdjustStock is corrected to the counted quantities.

Step by step​

  1. Prepare. Finish and approve all pending receipts and deliveries for the location, so the system stock is up to date. Print a count sheet if you count on paper.
  2. Count. Record the counted quantities in Others › Physical Inventory Count, one count per location or shelf (Shelf Location). With a handheld scanner, scan in the Data Collector app and import the scans into the count.
  3. Review. The count shows the difference from the system stock. Recount anything that looks wrong, then approve.
  4. Update the stock. In the count list, use Convert to Inventory Adjust for the date range of your counts. The resulting inventory adjustments correct the stock.

Related reports: Detail Inventory Adjust Report, Product Inventory Value.