Overview
Copy an inventory count if you plan to repeat a previously created count monthly or quarterly.
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.
Copy an inventory count
Go to the navigation bar and click Inventory
.In the side menu, click Inventory Counts.
On the Inventory Counts screen that opens, click the Pending, In Progress, Review, Completed, or Canceled tab to view counts with that status.
Tip: Use the Inventory Locations and Count Type filters to narrow the list of inventory counts.
Click the inventory count that you want to copy.
On the inventory count record that opens, click the Actions dropdown and then select Copy.
On the Copy Count screen that opens, click the Select Inventory Location dropdown and select a location with the inventory that you want to count.
Click Select Due Date and select the date by which you want to complete the count.
When finished, click Create.
A copy of the inventory count appears in the Pending tab.