Overview
When a business is ready for a physical count, quantities are counted and recorded over an inventory count period.
During the inventory count, the responsible person comes to the storage bin, checks the item correctness, counts quantity, records results. Goods found, but not recorded in system data, are also put away in control storage bins for further processing.
Goods with other quality: damaged, unable to use, low-quality, are also counted and put away in control storage bins for further processing. During recording in the system, the user may be required to create a new item with another quality.
After inventory count and capturing all detected discrepancies, it is necessary to confirm the document and unlock checked bins.
After confirmation, it is required to check the general list of discrepancies.
As a result of the process, the physical inventory count is performed, and results are recorded in the system.
Video guide
Perform inventory count flowchart
Paths
| Path | Warehouse and delivery → Surplus, shortage, stock quality change → Inventory count sheets |
|---|---|
| In-app link EN code |
e1cib/list/Document.InventoryRecount
|
| In-app link RU code |
e1cib/list/Документ.ПересчетТоваров
|
How to record counted quantity of goods
1. Go to Warehouse and delivery, then click Inventory count sheets under Surplus, shortage, stock quality change.
2. In the Inventory count sheets workplace, select the Warehouse, select the In progress status in the Status field.
3. Open the relevant document pending inventory count results.
4. In the document, set the Submitted status, click Goods tab, find the storage bins, and enter the actual quantity in the Physical qty column.
Note
Tip: Click Fill in actual quantity by records to fill it automatically with system records. After that, correct them manually.
How to record quality change
1. In the Inventory count sheet document, click Goods tab, select the line and click Split line.
2. Enter the Quantity to split and click OK.
3. Select the line and click Change quality.
4. In the selection form, select the existing item or click Create → Acceptable or Rejectable, and create a new item with new quality.
5. Enter the Quantity for the new item. Post the document.
How to confirm inventory count and unblock storage bins
1. In the Inventory count sheet document, set the Completed status.
2. Check if the Lock storage bins check box is cleared.
3. Post the document.
How to check stock discrepancies
1. In the Inventory count sheet document, click the Goods tab. 2. Use one of the following methods to review the discrepancy: In the Unregistered surpluses and shortages of goods report, check the Shortage and Surpluses columns.