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.

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.

Partial and Full Inventory Count

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 → HF → Counting Sessions to continue working with new Counting Sessions.
2. Check any session you need to work with.
3. Click on Apply button to activate the counts and add them to the system.