Inventory Counting / Reconciliation is a great way to make sure you have an accurate count of your inventory.
Some types of businesses are required by law to do this.
Start a New Inventory Count
1.To start an inventory count go to the items Module
2.Click the "..." button and then choose "Count Inventory".
Select Count Inventory from "..."
- From this screen you can start a new inventory count; or continue an existing count.
- Start a New Inventory
When performing a count; there are two modes of entry:
- Scan and set (Default): This means the you scan or search for an item; it will ask you for a count of that item automatically.
- Scan and add: This will work similar to the sales/receiving interface where as you scan/search it will increase the count of that item by 1. This is good if you are using a barcode scanner to count your items.
To switch modes Click the button where it says "Scan and Set" and a dropdown will appear for Scan and Add. See Screenshot below:
The mode will Change to Scan and Add:
Scan and Add
Once you have completed your count; you can optional update inventory based on the count; or just close it.
Your reports will show up in the "Inventory" section of the reports module to view details and summaries of all your counts.
An Example Summary Count Report
Summary Count Report