Overview
- Create the Count in Order Time
- Perform Count and populate the ‘Quantity Counted’
- If the item is not counted, leave blank
- Change Status to Approved
- Click Finalize
- Adjustment is created
- A Count does not adjust inventory until the Count is Finalized
Considerations
- Location: Counts are Location specific
- Date: An ‘As Of’ date. The ‘Quantity in System’ is reflective of Quantity On Hand at the end of the day for the date selected. Subsequent transactions will NOT be reflected in the Count
- Account: Do not select an Inventory account, typically a Costs Account should be used. E.g. Inventory Adjustment
- Rules:
- Quantity in System is called On Hand NOT called Available
- Ship Docs not shipped [Committed] ARE On Hand
- Transfers and Receivers marked In Transit ARE NOT On Hand
- Components Allocated on Work Orders ARE On Hand
Performing the Count
- Filtering and Sorting the List
- Updating Quantity Counted
- Manually
- Import
- All Orders Mobile
- Adding an Item not on the Count
- Changing Bins on the Count
Helpful Resources
- Article - Generate a Cycle Count
- Article - Complete an Inventory Adjustment
- Video - Inventory Count Adjustments
- Article & Video - All Orders Mobile (Windows Mobile Scanner) - Count Inventory
