How to do a Manual Inventory Count
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How to do a Manual Inventory Count

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Article summary

Step-by-step guide

  1. Go to Reports > Reports.

  1. Go to Inventory > Count List or Count List +.

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  1. Load the report based on the desired date in the As of Date box.

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  1. Click on Next.

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  1. Select which columns to appear in the report.

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  1. Click on Next.

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  1. Click on View.

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  1. Wait for the report to load in a new window.

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  1. In the top left-hand corner, click on the Print button and wait for it to print.
     
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  2. Go around the store manually counting and recording inventory.

  3. Go to Operations > Inventory > Inventory Count.

  1. Click on Full Inventory Count/Scan.

  1. Click on Load.

  1. Under Freeze Date (End of Day), select the date and time to freeze.

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  1. Click on Freeze at the top of the screen.

  1. Click on Freeze Now.

  1. Click Yes to back up the database.

  2. Once the Inventory Scan loads, under Final Qty, enter in the number written on the reports for the products.

  1. Continue entering the numbers until complete. If everything looks good, click on Finalize.

  1. In the Process screen, select your desired final processing option, then click on Start Final Processing.

  1. Click Yes to back up the database and wait for the process to complete.

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