Create and schedule new count templates

Overview

Create and schedule new count templates to determine how frequently you want to perform that specific count.

Create and schedule a new count template

1. Go to the navigation bar and click Inventory.

2. In the side menu, click Inventory Counts.

3. On the Inventory Counts screen that opens, click the Expandicon, and then select Schedule Recurring Counts.

4. On the Select Count Type screen that opens, click Create and Schedule New Count Template, and then click Next.

5. On the Inventory Items screen that opens, go to the Item Details section, click the Inventory Template dropdown, and then select a template.

6. (Optional) Enter details for the following filters to limit the range of items that will be included in your inventory list:

   1. Qty On Hand: Click this field, enter a quantity in the Min or Max field, and then click Apply.

   2. Vendor Cost: Click this field, enter a dollar amount in the Min or Max field, and then click Apply.

   3. Usage Volume: Click this field, enter a number in the Over or Under field for the number of items consumed within the period selected in the Usage Volume Date Range below, and then click Apply.

   4. Usage Volume Date Range: If you entered a Usage Volume, click this field and enter a date range—such as a month, quarter, or period from today's date—or enter a custom start date and end date.

7. Click Generate Item List.
   The Item List section shows every item that matches the filters you selected.

8. In the Item List section, select each item that you want to include in the count template.

   Tip: To select all items that are listed on the screen, select the checkbox at the top of the list next to the Item Name heading. To select all items that match the filters, select at least one item in the list, then click Select all (#) at the top of the list. To view more than 10 items on the screen, go to the bottom of the item list and select a number from the items per page dropdown.

9. Click Next.

The Select Count Frequency and Sort Items screen opens.

10. In the Count Details section, enter the following details:

    1. Inventory Count Template Name: Enter the inventory count name.

    2. Inventory Location: Select one or more locations from the dropdown.

    3. End Date: Enter the date by which you or your employees want to stop scheduling the inventory count template.

    4. Cadence: Select how frequently you would like to perform this count from the dropdown.

11. (Optional) To change the order in which items appear on the printed count list, go to the Item List section and click a column heading to sort the items:

    1. Click a column heading once to sort items in one direction, such as smaller to larger numbers.

    2. Click the column heading a second time to reverse the sorting.

    3. Click the column heading a third time to remove the sorting and view the original order of items.

12. When finished, click Create Recurring Count.

To see and manage the recurring count you scheduled, go to Settings > Inventory > Recurring Inventory Counts. For more information, see Manage recurring inventory counts.

Want to learn more?

• See Create and schedule full cycle counts

• See Schedule existing count templates

• See Schedule existing completed count