Creating a Count

Updated by Cheryl Wallace

  1. Click Inventory in the left menu bar, then click Create Count.
  2. Enter the identifying information for the count.
    1. Enter a Description for the count.
    Using a unique description is helpful when you later need to update or close the count especially if you perform the same type of count regularly.
    1. Select a Stocking Point location from the list if it is not automatically populated.
  3. Click on the toolbar to continue to the next step or click Count Type beneath the step progress bar.
  4. Select the count type and specify any required criteria.

Count Whatever I Like

No criteria is required.

No items will be included on the Items to be Counted list.

Count With Criteria

  1. Click on the toolbar to continue to the next step or click Criteria beneath the step progress bar.
  2. Build the first filter statement.
    1. Select the field against which to filter or compare from the list in the first column.
    2. Select the comparison operator in the second column.
    3. Enter the comparison value if required.
  3. To add additional filters,
    1. Click to add a filter row
    2. Change the AND connector if required.
    3. Build the filter statement.
      1. Select the field against which to filter or compare from the list in the first column.
      2. Select the comparison operator in the second column.
      3. Enter the comparison value if required.

Count By Date Last Counted

  1. Click on the toolbar to continue to the next step or click Criteria beneath the step progress bar.
  2. Enter the date Last Counted Before to include all items either never counted or counted prior to the date specified.
To include your entire inventory for the stocking location, enter today's date.

Count By Entity

  1. Click on the toolbar to continue to the next step or click Criteria beneath the step progress bar.
  2. Select the Entity ID by scrolling through the dropdown list, typing a partial name, or typing an entity ID.
  1. Click on the toolbar to continue to the next step or click Items to be Counted beneath the step progress bar. Review the list of item IDs to be included in this count. If necessary, you can return to the Count Type or Criteria steps to make changes.
  2. Click to create the count. Take note of the count number displayed in the confirmation message at the top of the page.

See also:

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