Perform a Physical Count
Physical Counts consist of an exhaustive tally of existing inventory, following the specifications outlined by the Count Tasks.
Prerequisites
- Warehouse
- Locations
- Materials
- Inventory in your Warehouse
- Released Physical Count
Step 1. Open the Count section
1. Tap the Warehouse tab, then the General tab.
2. Tap the Count icon, or press F6.
Step 2. Search for Physical Count Tasks
There are several different options for finding the available Count Tasks. The search area is divided into three separate tabs, into which you can scan or enter a variety of information.
Search Tab
Search by Location, Material, or Release Dates (by setting a range of available dates).
More Tab
Search by the Count LookUp Code, associated Owner, or associated Project.
Advanced Tab
Search by License Plate, Lot, or Vendor.
Once you've entered the information you want to search by, tap Search or press F5. You can also leave all the fields blank to search for all available Tasks.
The system will load the top 100 relevant Count Tasks.
Step 3. Complete Count
1. Select the Count you'd like to complete, then tap Next or press F1.
2. Confirm the Location, then tap Confirm or press F1.
At this point, you will physically count how many of the specified Material is present. Make sure the Inventory you are counting matches the entire description on the screen.
Depending on whether the Material you are counting is an ordinary Fixed Weight Material, or a Variable Weight or Serial Controlled Material, you will see a different screen.
Fixed Weight, Non-Serial Controlled Count
3. Once you've finished counting, enter the total Quantity.
4. Tap Confirm or press F1.
Variable Weight or Serial Controlled Count
3. You will have to scan or enter each Serial Number that is present.
4. Tab to add the Serial Number.
Continue this way, adding each Serial Number, until you've entered them all. If you enter an incorrect Serial Number, you can select it and tap the - button to remove it.
5. Tap Confirm or press F1.
If there is a discrepancy between the Count and the expected Quantity, a pop-up message will inform you, and allow you to do a recount.
The system will make note of all discrepancies.
Repeat the process for each remaining Count Task.
| Last Updated: |
| 06/06/2025 |
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