Performing an Inventory Count

November 27, 2015 at 2:04 PMThomas Riemann


Hello, Welcome to the NumberCruncher blog! My name is Tom and I am the newest member of NumberCruncher. I have worked in a warehouse before as the Inventory Control Supervisor, so I know the pains of doing Inventory. For most of you, it’s that time of year to get those inventory counts in. I know this is a very time consuming process and it could be in the middle of the busy holiday season. Please do not get discouraged, the NumberCruncher team is here. Today let’s focus on how to perform an inventory count.

When your company is performing a new inventory count, the tool to use in All Orders is called a Count. To start a new count click Warehouse - New Qty Count. You can also go to the company home screen and Click on the Count icon. Once you are on the Count screen, you can now select the location. After selecting the Location, the quantities for all the items within that location as of the count date will appear.

Some points to keep in mind while doing this count are:

-Counts are location specific, if you have more than one location you will need to create a count for each

-Only one count per location can be opened at a time.

-You cannot change the location or the count date once the count has been saved.

-If you leave a New Qty blank that means the item has not been counted

-There is one row for each item, bin, lot/serial #

-The current qty is qty on hand NOT the quantity available

Once you have added the location and count date, you can now enter the correct counted qty for each item. For each row you can either enter the new qty or the difference. When you have finished the count click Activities – Finalize. That will create an adjustment for all items having quantity differences. If an item, bin, lot/serial # is not on the count, Click Activities – Add item. Once the item is added it will appear on the bottom of the list. If you are you using at bar code scanner, you can scan in the items, bin or lot/serial#. By default All Orders expects the first scan to be the Item, you can change this by toggling the `scan by’ options. Lastly, you can use the filter tab to allow you to shorten the number of items shown on the grid.

I hope this has helped your company breath a little easier performing an Inventory count. Thank you so much for reading! If you have any questions regarding inventory counts or anything regarding the All Orders software, please do not hesitate to contact us. The NumberCruncher support team is always here to help! As always, have a great week!


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