Perform a Physical Inventory

Updated by Cheryl Wallace

Whether you call it taking a count, count taking, a physical inventory, a cycle count, a field count, or something else, it's best practice to periodically verify your inventory.

Watch this video for an overview of the cycle of a physical count, both in the browser and using the Mobile app.
Consult the Support team for the best options to meet your requirements and in your environment.

  1. Start by creating a count to define what you want to count.
  • use Create Count in the browser to create any type of count: Count Whatever I Like, Count With Criteria, Count By Date Last Counted, or Count By Entity (field count).
  • use Counts on the TH6 Mobile app to create a Whatever I Like or By Entity count type.
  1. Count the inventory. Keep in mind that inventory is not updated until the count is closed. Different methods are available to record inventory quantities. For large inventories, you can use more than one method at the same time.
  • Use the TH6 Mobile app to update the count by scanning items and entering quantities.
  • Print Count Sheets then record the quantities on the report then transcribe those quantities in the browser or use the Count import template to import the count details.
    • To print count sheets for manual counts, either
      • Look up the count on the Counts page and click on the toolbar.
      • Click Reporting > Reports > Inventory and select Count Sheet. Enter the Count then view and print the report.
  • Update the count directly in the browser. This is effective for smaller counts or if you use a tablet to access the ToolHound browser on a utility cart.
  1. Close the count in the browser. This step finalizes the count. Print any required supporting reports.

See also:

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