Physical Inventory Count

Use a physical inventory count (PIC) to record what you actually counted on the shelves. A count doesn't change stock by itself. Once it's approved, convert it to an Inventory Adjust, which updates the stock.

Menu: Others › Physical Inventory Count

For buttons, statuses and approvals shared by all transactions, see Working with transactions.

How to record a count

Required permission

Others › Physical Inventory Count › Create

1. Open Others › Physical Inventory Count and click ⊕ (Add New Transaction).

2. Fill in Created For, For Location, Request by, and optionally Remarks and Shelf Location (the shelf or area you counted).

3. Add the products and enter the counted quantities. You can count more than once: the screen tracks the first, second and final count.

   tip

   Counting with a handheld? Record the count in the Data Collector app and import it. See Data Collector.

4. Click Save ▾ and choose Save, Approve or Approve and Print.

The summary shows the total first, second and final counts, and the total positive and negative differences from the system stock.

How to update stock from your counts

Required permission

Others › Inventory Adjust › Create

1. In the physical inventory count list, click Convert to Inventory Adjust in the toolbar.
2. Choose the date range and click Convert. All Physical Inventory Count transactions under this date range selected will be converted to Inventory Adjustments
3. When it's done, the new adjustments appear in Inventory Adjust. The count list shows the Inv Adjust Sheet No. each count was converted to.

Example

Year-end count at the main store: two teams count aisles 1–10 on the evening of 31 December, each recording a count per aisle (Shelf Location). The second count checks the first where they differ; the final count is approved. On 1 January, Convert to Inventory Adjust for 31 December creates the inventory adjustments that bring the system stock to the counted quantities, and the Detail Inventory Adjust Report shows the gains and losses.

Settings that affect this module

Your administrator can change these in Settings (see About settings). Click a section to see the choices.

Generic Settings › Inventory Adjust

• Auto-print after Save?
• Set the default printout template for this transaction module

Generic Settings › Physical Inventory Count

• Allow same products in transaction

Other permissions for this module

Permission	Allows you to
Others › Physical Inventory Count › Approve	Approve counts
Others › Physical Inventory Count › Revert	Revert counts back to draft
Others › Physical Inventory Count › Import Excel	Import counts from Excel