Inventory Counting

Inventory Counting on desktop

• Look for Name field: It allows looking for items’ names via typing it.
• Scan button: It allows looking for items via scanner.
• Filter checkbox: It allows creating filters when looking for items.
  • Look for field: It allows looking for items via typing any item data.
  • In drop down: It allows choosing any type of data for item you are looking for.
  • Apply button: It allows applying filter set.
  • Back button: It allows voiding filter set.
• Ref.No field: It allows applying number to counting session.
• Memo field: It allows typing memo in the field.
• Full Inventory Count: It allows performing full inventory counting.
• Clear: It allows clearing all the changes for inventory counting.
• Save: It allows saving all the changes for inventory counting.
• Apply: It allows applying inventory counting to desktop.
• Print: It allows printing inventory counting from the device.

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Inventory Counting on device

• Site drop down: It allows choosing site for counting session.
• Refresh button: It allows refreshing all the settings.
• Apply button: It allows applying counting session from device.
• View button: It allows viewing counting session.
• Void button: It allows discarding counting session.
• Print button: It allows printing counting session.
• Close button: It allows closing screen with counting session.

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Partial and Full Inventory Count

In HandiFox you can perform inventory counting choosing items you need.

1. On the app, go to Main → Inventory → Inventory Counting
2. Count items by scanning, finding them on the list and typing in new quantities, or combining these two methods.
3. Specify a reference number for a counting session in the Ref. No. field if it’s needed.

If you have over 5000 items, this screen will not list all of them and will work as a lookup instead. In this case using a barcode scanner is highly recommended, since finding items by filtering can take a long time.

1. In QuickBooks, go to File → HandiFox → Counting Sessions to continue working with new Counting Sessions.
2. Check any session you need to work with.
3. Click on Apply to activate the counts and add them to the system.

In HandiFox you can perform full inventory count to mak all the items equal to zero, unless you enter a new count for it.

1. On the app, go to Main → Inventory → Inventory Counting on your device.
2. Check the Full Inventory Count checkbox.

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Saving and Applying an Inventory Counting Session

In HandiFox you can save inventory counting session to continue later.

1. On the app, go to Main → Inventory → Inventory Counting on your device.
2. Count items by scanning, finding them on the list and typing in new quantities, or combining these two methods.
3. Click on Save to save your counting session in order to leave it and continue later.

In HandiFox you can save copy of counting session as a report on your desktop.

1. On the app, go to Main→Inventory→ Inventory Counting.
2. Choose any session from the list you need to print.
3. Choose the number of copies you need in Copy Number box.
4. Click on Print.
5. Click on Save to save the copy.

Printing out Inventory Counting Results

   In the desktop app
   1.In QuickBooks, go to File→ HandiFox → Counting Sessions 
   2.Click on the counting session you need.
   3.Click on Print.
   4.Click OK on the screen appeared  to print the results. 
   
   In the mobile app
   1.Go to Main→Inventory→ Inventory Counting on your device.
   2.Choose any session from the list you need to print.
   3.Choose the number of copies you need in Copy Number box.
   4.Tap on Print button.

Sending the Inventory Counting Session reports copy via email.

   1.In the mobile app, go to Main → Inventory → Inventory Counting. 
   2.Choose any session from the list you need to print.
   3.Choose the number of copies you need in Copy Number box.
   4.Tap Print.
   5.Tap Fax to send it to fax.

In HandiFox you need to perform manager approval to send counting session from yor app on desktop.

1. On the app, go to Main → Inventory → Inventory Counting on your device.
2. Count items by scanning, finding them on the list and typing in new quantities, or combining these two methods (scanning an item once to find it and then editing the new quantity).
3. Click on Apply to finalize and submit your counting session.
4. Sync your device. After that, it will be sent for manager approval (see Partial and Full Inventory Count section).

After a counting session has been applied, a new one cannot be started right away. The existing counting session has to be approved/refused by a manager in the desktop app, and the mobile app has to learn about this status change through synchronizing before a new counting session can be started.

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Approving, Voiding and Viewing an Inventory Counting Session

In HandiFox you need to perform settings to take manager approval into account or not. This is necessary for sending counting session from device on desktop [Link].

1. In QuickBooks, go to File → HandiFox → Settings → Inventory → Manager Approval is Required.
2. Uncheck Manager Approval is Required box.
3. Go to File → HandiFox → Counting Sessions.

In HandiFox you can void counting session if you want discard it.

*In the mobile app.

1. On the app, go to Main → Inventory → Inventory Counting.
2. Count items by scanning, finding them on the list and typing in new quantities, or combining these two methods (scanning an item once to find it and then editing the new quantity).
3. Tap Clear to discard the counts you have entered so far and start over.

*On the desktop.

1. In QuickBooks, go to File → HF → Counting Sessions to continue working with new Counting Sessions.
2. Check any session you need to work with.
3. Click on Void to discard all the results and delete counting session or click on View, uncheck items and save the results.

In HandiFox you can view performed counting sessions.

1. In QuickBooks, go to File→HandiFox →QOH Viewer.

or

1. In QuickBooks, go to File→ HandiFox → Counting Sessions.
2. Mark one or more counting sessions using the checkboxes in the leftmost column.
3. Click on View button and it will show the items counted in all sessions you marked with their old and new counts.

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