Inventory

Physical Inventory Count

The Physical Inventory Count screen manages the counting process for physical inventory audits. You create a count document, populate it with items to be counted, enter the actual counted quantities, and then post the count to generate inventory adjustments for any discrepancies. Access from Inventory › Physical Counts.

Count Header

Count No.

Auto-assigned sequential count number. Use "#" for automatic numbering, or enter a custom number.

Description

A descriptive label for this count (e.g. "Aisle 3 Count", "Annual Full Count").

Date

The date the count is performed. Defaults to today.

Location

Optional warehouse or storage location being counted. Filtered by the selected store.

Employee

The employee performing the count.

Store

The store being counted. Changing the store clears all items from the table since on-hand quantities are store-specific.

Items Table

Items

The list of items to count. Add items manually, via Add Items, or from Not Counted.

Column	Description
Item Number	Scan or type an item number to add it to the count. The item lookup is filtered to inventoried items in the selected store.
Description	The item description, populated automatically. Editable for reference notes.
Size	The unit of measure for counting. Defaults to the item's selling size. Changing the size recalculates the on-hand quantity in that unit.
On Hand	The system's current on-hand quantity for this item at the selected store, expressed in the selected size. Read-only.
Counted	Enter the actual physical count here. The difference between On Hand and Counted becomes the adjustment when the count is posted.

Action Buttons

Item Search

Opens a search dialog to find an item already in the count table by Item Number or Description.

Add Items

Opens the item selection dialog to bulk-add items to the count. Filter by Department, Subdepartment, Item Group, or Location.

Clear Items

Removes all items from the count table after a confirmation prompt. This action cannot be undone.

Not Counted

Identifies items that should have been counted but were not. Saves the current count first, then compares inventoried items in the selected store against every item counted in any active count. Missing items are added with a counted quantity of zero.

Standard Buttons

Save — Persists the count without posting.
Next — Saves and opens a new blank count.
Print — Prints the count document using count_print.xml.
Copy — Duplicates the current count as a new document with today's date and on-hand quantities reset.
Close — Closes the screen.

Related Screens

Count List

Item Adjustment

Item Master