Create inventory counts

Create an inventory count to record which items and location you will physically count. Creating the record does not change inventory. An adjustment is generated only after the count is completed or approved. Open Menu > Products and services > Manage inventory.

Before you begin

You need an active inventory item, an active inventory location, and an inventory adjustment account. Create an operating location under Menu > Administration > QuickStart settings > Company structure > Operating locations if the required location does not exist. If inventory count approvals are enabled, the count might require an approver after it is submitted.

Create an inventory count

1. Open Menu > Products and services > Manage inventory.
2. In Inventory counts, select Create new. You can also open Inventory counts and select Create inventory count.
3. Confirm the Date.
4. Select the Location and Adjustment account used for any adjustment generated by the count.
5. To perform a blind count, select Hide snapshot quantity from count. Counters will not see the recorded quantity while entering the physical count.
6. Optionally enter a Memo.
7. In Items, select Add item, select the Item, and select Apply. Repeat this step for every item to be counted. You enter Quantity counted after you start the count.
8. Select Submit.

The count is created with the status Not started. Continue with Process inventory counts.

Learn more

• Process inventory counts
• Assign inventory count approvers and approval limits
• Create product items
• Create an account