Create full inventory counts

Overview

Create full inventory counts to track all items assigned to the inventory template and those currently in stock.

Create a full inventory count

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 Create New.

4. On the Select Count Type screen that opens, click Full Inventory Count, and then click Next.

5. On the Inventory Location screen that opens, select an inventory location you want to count.

6. Click Next.

7. On the Assign Count and Sort Items screen that opens, go to the Count Details section and enter the following details:

   1. Due Date: Enter the date by which you or your employees should complete the inventory count.

   2. (Optional) Assigned Employees: Click the dropdown and select one or more employees who will count the inventory.

   Note: An inventory count must have at least one assigned employee before the count can be completed.

   

8. (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.

9. Click Create Count.

All new inventory counts are considered pending and appear in the Pending tab.

Want to learn more?

• See Create cycle counts

• See Create item counts

• See Create beginning inventory counts