Physical Count

The Physical Count inventory transaction page is used to record the results of periodic walk-throughs in a warehouse where items are counted and compared to the current inventory records. If discrepancies are found, multiple inventory item counts can be adjusted in a single transaction. The Physical Count transaction is only available if Advanced Inventory is enabled.

To open the Physical Count page:

1. Access the Inventory module by clicking the Inventory link at the top of the page.

2. Select the Transactions tab.

3. At the top of the page, click the Physical Count link.

4. In the Warehouse field, select the warehouse where the physical count will be performed.

5. In the Material Class field, select a value if you only want to count items of a particular class.

6. In the Status field, select a value if you only want to count items of a particular status.

   Select Active to count active items, Inactive to count Inactive items, or make no selection to count both active and inactive items.

7. Use the remaining fields (Bin Loc1 through BinLoc4) to enter criteria to specify the portion of the warehouse you are performing the physical count on.

   For example, you can specify no values to perform the physical count on the entire warehouse or select values to narrow the physical count to a particular shelf, row, or bin.

8. Click FIND.

   The results include one row for each item/bin combination in the selected portion of the warehouse. If an item is stored in several bins, there will be several rows for that item.

9. Select the Show Details check box if you want to view more detailed information about each row, such as the item description or category.

   When this check box is selected, a Comments field appears, allowing you to enter a reason for the physical count adjustment.

10. For each item whose physical count needs to be adjusted, enter the new number of items in the Counted field.

    When you enter a new count, the Variance columns update indicating the impact of the count adjustment. Losses are red and gains are green.

11. To save the information you have entered so far, click SAVE.

    Doing so saves the changes made for each item/bin combination but does not yet adjust the inventory. This feature is helpful when you are performing a physical count on a large number of items. You can save the information you have entered so far and complete the rest of the physical count later. You can log off the system and the changes will still be saved for a later session.

12. To discard the information you have entered so far, click CLEAR.

    Clicking CLEAR clears the count for every displayed item.

    If needed, you can narrow your criteria before clicking CLEAR to discard only a portion of the data entered. For example, if you are performing a physical count on a shelf and made mistakes on a particular row, you could narrow your criteria to the shelf/row combination, clear only that one row, and then widen your criteria back to the entire shelf.

13. To update the inventory counts with the information you have entered click SUBMIT.