Perform Physical Inventory / Cycle Count

Modified on Fri, 16 Jun 2023 at 01:41 PM

2. Open "Parts" from General page.

Screenshot of: Open Parts from General page.


2. Open "Inventory Counts" tab.

Screenshot of: Open "Inventory Counts" tab.


3. Enter Inventory ID or select from dropdown.

Screenshot of: Enter Inventory ID or select from dropdown.


4. 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.

Screenshot of: 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.


5. Select Warehouse from dropdown (up to three warehouses may be selected). Check "Exclude Status 'Delete' With 0 On Hand" box if applicable.

Screenshot of: Select Warehouse from dropdown (up to three warehouses may be selected). Check "Exclude Status 'Delete' With 0 On Hand" box if applicable.


6. Check "Exclude Status 'Delete' With 0 On Hand" box if applicable.

Screenshot of: Check "Exclude Status 'Delete' With 0 On Hand" box if applicable.


7. Select second Warehouse if applicable. Check "Exclude Status 'Changed' With 0 On Hand" box if applicable.

Screenshot of: Select second Warehouse if applicable. Check "Exclude Status 'Changed' With 0 On Hand" box if applicable.


8. Select third Warehouse if applicable. Check "Exclude Bin 'New' With 0 On Hand" if applicable.

Screenshot of: Select third Warehouse if applicable. Check "Exclude Bin 'New' With 0 On Hand" if applicable.


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

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


10. Check this box if applicable.

Screenshot of: Check this box if applicable.


11. Enter date of last Cycle Count.

Screenshot of: Enter date of last Cycle Count.



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