Physical Count
This guide explains the process for performing a physical count in the system, verifying counted quantities, and updating inventory accordingly.
Step 1: Access the Physical Counts Module
Navigate to the Physical Counts module from the main dashboard.
Step 2: Create a New Zone Count
Click “New Zone Count” and fill in the form as shown:
- Zone Name – Enter the name of the zone.
- Employee – Select the person performing the count.
- Date – Set the current date.
- Item Count – Auto-updated based on entered items.
- Scan Barcode – Scan product barcodes to add to the count.
You can manually add items using the Manual Add button if needed.
Ensure that the counted product quantity and item count match before submitting.
Click Create once done.
Step 3: Review in Pending Zone Counts
After creation, your entry moves to the Pending Zone Counts menu:
You will see the record listed with:
- Zone
- Date
- Employee
- Item Countr
For updating the inventory reconcile this first.
Step 4: Reconcile the Counted Items
Click Reconcile Zone Counts to review the items:
This screen displays:
- Product details
- Counted Quantity
- On-hand Quantity
- Difference
Review each product. If needed, use Add Uncounted Items for missing products.
Step 5: Update Inventory
After reconciling, select the records and click Update Inventory.
This will:
- Adjust the inventory based on the new physical count.
- Finalize the physical count for that zone.
✅ Key Notes
- Make sure Item Count = Sum of all product quantities before creating.
- Always reconcile before updating inventory.
- Use Pending Zone Counts for review if anything is missed.