How to: Complete an Inventory Count

In this article

To schedule a new inventory count

To perform cycle counting for items of the same period but for different stores

Important: A full inventory count should always be carried out when your store is closed. This ensures that no items are counted phys

You must prepare counting at HO, that is create counting worksheets for all stores.

Scheduling

HO must be able to schedule a partial counting in advance, for example for an item or a group of items that should be counted daily, weekly, and so on. HO should be able to plan out the year and for the teams so they can see what they need to prepare and count.

Log

HO must be able to see if and when counting has been performed in the stores.

Before you begin: If you are planning partial inventory counts, make sure you have set up your products with Item Categories, Retail Product Groups, and Vendors to help you refine your filters.

To schedule a new inventory count

1. Create a new count.
2. Select which store your inventory count is for.
3. Set the date and time for the inventory count (this will default to today's date, and cannot be in the past).
4. Give your count a descriptive name (something that will tell you what you are counting or why).
5. Select whether the count will be a full or a partial count.
6. For a Full Count:
   • Confirm the count and your count will now be scheduled.
7. For a Partial Count:
   • Use the filters for your inventory count. This will filter on:
     • Item Department
     • Item Category
     • Retail Product Group
     • Vendor
     • Individual product names

   It is important to understand how the filters work. For example:

   • Filter on Item Department NONFOOD. All products within the Item Department NONFOOD will be added to the count.
   • Then, if you also filter on Item Category WOMEN, all products that do not have the Item Category WOMEN will be removed from the count.
8. You can also add individual products to your partial inventory count.
9. Once you have added all the items you wish to count, click Confirm to save your scheduled count.

To perform cycle counting for items of the same period but for different stores

1. Click the icon,, enter Physical Inventory Counting Periods, and select the relevant link.
2. Click New to create the desired counting period.
3. To create a new worksheet for counting, go to the Store Inventory Worksheet Setup page and select the store to count in and the counting period. Note: Remember to select the Cycle Counting option within the worksheet.
4. Choose the items that should be counted according to the counting period. Note: You select the new counting period in the Phys Invt Counting Period Code field in the Retail Item Card, the Warehouse FastTab.
5. When the date has passed or has reached the counting period scheduler, you can get the items that need to be counted within your store.
6. In the Store Inventory Worksheets page, select the worksheet and click the Edit Journal action.
7. Click Actions - Counting Manager - Get Cycle Count Items.
8. Select the items to count, and in the Store Inventory Journal page, enter the physical count in the Qty. (Phys. Inventory field.
9. Click the Pocess/Post action to post the worksheet.
10. The items for the new period are now posted for the store location in the Physical Inventory Ledger Entries table.
    Tip: Click icon to locate the Physical Inventory Ledger Entries table.

Using these steps you can now count the same items within the same period but within different stores.