Physical Counts – Select Inventory to be Counted

The Physical Count Management module is designed to make cycle counting easy and effective.

Navigation

Navigate to The Physical Count Section by going to:

1. Module
2. Inventory
3. Inventory
4. Physical Count Management
5. Select Inventory to be Counted

Selection Criteria

Choose first which warehouse the parts will be selected from.   Parts can only be selected from one warehouse at a time. 

Next decide on the function and selection method using the five radio buttons.

Specify Warehouse locations

This selection allows the user to enter aisle and shelf information for the parts to count. 
Once the radio button is chosen, a new button will be made available to display existing warehouse locations.
Hit the Display Existing Warehouse Locations button to see a list of locations in the current warehouse.
Select from the list and hit ok.

Use Inventory Classification Code Criteria

This selection allows the user to pull counts from pre-defined Inventory classifications.  See the Inventory Classification Article for an explanation of how this feature works.

Full Inventory Count

This option will create a list with all parts from the chosen warehouse.

Items Manually selected in the Detail Entry screen

This selection selects all parts where the “Include in next physical Count” option is checked on the Details tab of the Inventory Detail entry screen.  Use this to select potential problem parts. Or parts required for upcoming scheduled Jobs.

Unmark Items selected for count in the Detail Entry window

Use this option to clear all the check boxes described in the last step.

Once inventory is chosen, use the check boxes on the left to:

1. Clear existing count records – This will clear any counts that have previously been entered but not finalized.
2. Export selected items to Spreadsheet –  This will export the list into a printable spreadsheet. this can be used for collecting count data.

Hit Ok

Next Steps

The Count Identifier is displayed. Note this for later as it will be used to identify the count when entering count data.

Hit OK.

If the Export to excel option was chosen, the Physical Count Reporting screen will be displayed with the new count identifier selected. 

Hit ok to display the spreadsheet.

The spreadsheet is formatted for printing and includes a column for recording the counted QTY.

At this point there are 2 options for counting.

Desktop

Mobile

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