Manage recurring inventory counts settings

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Who uses this feature

  • Warehouse managers

  • Applies to all business types

Feature configuration

  • Account configuration is required to use this feature. Please contact Technical Support for details.

  • You can manage when recurring inventory counts are generated in Settings > Inventory > Recurring Inventory Counts.

Recurring inventory counts settings

  1. Go to the top toolbar and click SettingsA simple icon representing a settings gear..

  2. In the side panel, go to Inventory > Recurring Inventory Counts.

  3. On the Recurring Inventory Counts screen that opens, click the Settings tab.A cursor clicking the Settings tab on the Recurring Inventory Counts screen.

  4. Select the dates that the counts will be generated:

    1. Weekly Counts and Bi-Weekly Counts: Select the day of the week that the counts will be generated.

    2. Monthly Counts and Bi-Monthly Counts: Select the day of the month that the counts will be generated.

    3. Quarterly Counts: Select the day of the quarter that the counts will be generated.Selecting the dates that the counts will be generated.

  5. When finished, click Save.

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