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How to do an Inventory Count

How to do an Inventory Count

Information below applies to ‘Inventory, Lot Trace’ and ‘Inventory, No Lot Trace’ Items only.

Tutorial Video

Work Instruction

Click here to download the instruction in PDF format.

Inventory Count

The inventory count program is a tool that allows for the mass adjustment of many inventory items at once.
To access the inventory count program, go to the Main Menu and select Transactions >> Inventory >> Inventory Count.
Select New, and enter a name in the Description Field.

Select the Load Inventory button:

Select the items you wish to count in the Load Inventory window. You may hold down the Ctrl key on the keyboard while selecting items to enable multi-select:

When you’ve selected the appropriate items, press the Load Inventory for Selected Items button:

In the Inventory Count form, you may enter the actual amount of counted inventory for a particular item in the Qty Entered field:

When you have entered a quantity for every row, Save the form and select the Post Changes button to apply the count to the inventory:

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