Perform a Physical Count

To perform a physical count of inventory items:

  1. From the Back Office Shell, select the Inventory & Reports application.

  2. Select the Inventory Transaction Editor.

  3. Select New.

  4. From the Transaction menu, select Physical Count.

  5. From the Business dropdown calendar, select the business date to associate with the transaction. The current business date is selected by default.

    • Depending on how the system is configured, this field may not be available to edit.

  6. From the Actual Transaction dropdown calendar, select the actual date the transaction was performed. The current business date is selected by default. Type the time of day the transaction was performed in the provided field.

    • Depending on how the system is configured, this field may not be available to edit.

  7. From the Items Filter dropdown, select the desired filter to apply to the inventory item list.

  8. In the Qty field, type the physical count for each measure of each inventory item listed.

  9. Once the physical count is entered, click OK.

  10. Respond to the prompt to post the transaction:

    • Select Yes to post the transaction and apply the updated inventory item counts. The transaction cannot be edited once it is posted.

    • Select No to NOT post the transaction. The transaction can be edited and posted at a later time. The inventory item counts are NOT applied until the transaction is posted.