Enter Stocktaking Quantities Using the Inventory Counts Form
Overview
Inventory Control has two different forms for entering physical inventory counts:
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Inventory Counts form
The Inventory Counts form is a simple form designed just for entering item quantities.
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Physical Inventory Quantities form
The Physical Inventory Quantities form also lets you compare calculated quantities to actual counts during entry, and enter adjustment unit costs or change the posting status for individual items.
Before
you start
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Use the Generate Inventory Worksheet form to create inventory worksheets.
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Optionally, print inventory worksheets for recording inventory quantities.
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Count inventory quantities, check unit costs, and determine whether you want to place any items "on hold." (Use the Inventory Worksheet form if you want to print worksheets on which to record counted quantities, unit costs, and posting status.)
To enter physical inventory quantities using the Inventory Counts form:
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Open Inventory Control > I/C Physical Inventory > Inventory Counts.
Click here for help on Inventory Counts fields.
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Enter the location code or use the Finder to select the code
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Enter the starting item number or use the Finder to select the item number code.
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If you use Optional Fields, use the Zoom button (
) to edit optional fields that apply to the whole worksheet. -
Enter the physical count or edit the displayed count in the Quantity Counted column.
If you are working with serialized and/or lotted items, a form will appear after you specify a quantity counted, prompting you to assign numbers to the items. You can also display this form by pressing the Zoom button or pressing the F9 key with your cursor in the Quantity Counted column.
If you have more than one unit of measure defined for an item, you can enter counted quantities in any unit, or combination of units, by following these steps:
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Press F9 in the detail grid to open the Quantities detail form that displays the units of measure defined for the item.
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Enter new counts in the Quantity Counted columns beside each unit of measure.
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Click the navigation buttons to move to another item.
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Click Close to save your changes. This closes the Quantities detail form and returns you to the Inventory Counts form.
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If you use optional fields with item details, use the Zoom button (
) to edit optional fields information. -
When you are finished, click Close to save your changes and close the Inventory Counts form.
After
entering inventory counts
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Use the Inventory Reconciliation form to print the Inventory Reconciliation report, then check the report before posting the reconciliation (optional).
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Use the Post Inventory Reconciliation form to post the inventory reconciliation.