How do I perform a physical count of inventory?

Prepare a physical count of inventory by count type, customize specific locations, create a count sheet, count inputs, and review

Physical Inventory Count:

• Navigate to the 'Inventory' object on left side menu
  • Select 'Prepare Physical Count' in the 'Physical Inventory' section
    • IMPORTANT NOTE: Before starting a Physical Count - confirm that all Shipment Orders with any brand(s) and / or products have been moved to the 'Confirmed Shipment' status (stage prior to generating Invoice) as this will update counts to exclude units allocated / packed for shipment
    • Select count type in the 'Type ID' box to populate item list - note: count types can be customized (e.g., random count, Full inventory, item class, etc)
    • Optional: Include / Exclude warehouse locations and / or items
    • Select 'GENERATE PI' when complete
• Generate a physical count sheet
  • Navigate to the Inventory section and select 'Physical Count Sheets'
    • Select the current count via the looking glass in the 'Reference Nbr.' box
    • Click 'RUN REPORT' at top of screen 
    • Print or export count sheet for team to enter in physical counts of the assigned items
      
      
• Once physical count has been completed, navigate to the 'Physical Inventory Count' section to enter in the counted items
• Return to Physical Inventory Review Page to review the count, see any variances, and complete count
  • To complete count, select the 3 dots on top of screen and select 'Finish Counting' and then 'Complete PI'
  • A variance report can be previewed via the 'Physical Count Variance Preview'
• Once the PI has been full reviewed navigate to the 'Adjustments' section in the Inventory object
  • Select the recent Adjustment generated when completing the count and click 'Release' to adjust inventory counts in warehouse