How to do an Inventory Count

Inventory counts are an excellent way to check the levels of stock and gain an accurate count of what products are on the shelves and in the back.

Step-by-step guide

1. Go to Operations > Inventory > Inventory Count.

2. A screen will open to choose the extent of count that you want to perform. Choose Full Inventory Scan/Count to do a full inventory count.

NOTE: If you do a full inventory count, at the end of the count, you will be given the option to zero-out any non-counted products.

3. Before you start any count, inventory quantity has to be frozen. Click Freeze Now.

4. Now go ahead and count your inventory and put the number in the Final Qty column.

5. To change any other information on specific items, double click on the line and do the appropriate changes directly in the Inventory screen.

6. Click Save when finished.

7. You can freeze your inventory at any time during your count by clicking the Freeze button at the top of the screen. You can freeze inventory as many times as you need until the final processing of the data. Click on Save, then Quit to exit.