Perform Physical Inventory / Cycle Count

Modified on Mon, 15 Apr 2024 at 04:43 PM

1. General > Parts > Inventory Counts

2. Enter Inventory ID or select from dropdown.

3. Check this box if you would like to create an Inventory Count using the Multi Bin Entry tab to count parts. If box is unchecked, Single Bin Entry will be used.

4. Select the Warehouse from the dropdown (up to three may be selected).

5. Indicate if you're running a Cycle Count. Fields below are optional.

6. Click Capture. Inventory List will populate - do not make changes to bin locations or add parts until all posting of inventory has been completed.

7. Open Single Bin / Multi Bin Entry tabs to run the inventory count.

8. Select part.

9. Enter Count and click Enter key to move through the part entries.

10. Open "Capture/Setup" tab to Post and Print Inventory count.

11. Make print selections under Display Parameters - print either Not Counted report, Count Variance report or Value Variance report.

12. Click "Print"

13. Click here to Post inventory count.

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