Company Level Preferences

Company-level preferences apply to your entire inventory unless overridden at the item level (where allowed).

To set up company level preferences:

Go to Setup > Smart Count > Preferences.
Set the required preferences.
Click Save.

Following are the key preferences you can set:

Preference	Description
Force Blind Count	Setting this preference lets you apply blind count, which means that the expected inventory quantity is not displayed to a counter. When the preference is set at the company level, the set up applies to entire inventory in your organization. To set up force blind count only for a specific item, skip setting this preference at the company level. To set up this preference at the item level, go to the Item Location configuration record.
Allow Manual Count Entry	Setting this preference lets the counter to manually enter the quantity when counting items. When the preference is set at the company level, the set up applies to entire inventory of your organization. However, you can override this setup by setting up the Restrict Manual Count Entry preference at the item level.
Confirm Before Approving, Rejecting, or Selecting Recount	Setting this preference lets you confirm the action before you approve, reject, or mark items for recount.
Complete and Next	Setting this preference lets you display the Complete and Next button when counting an item. When you click this button, the SuiteApp displays the count page of an item in the order of count status. The SuiteApp first displays the items available for count followed by the items for recount. If there are no items for count or recount, the task list is displayed.
Default Action for On-Hand Change During Count	Setting this preference lets you select a default action for the counter to handle on-hand quantity changes during item count. The following are the default actions: Allow Counter to Select an Option - This action lets the counter choose between recounting and continuing with the count. Force Recount - This action forces the counter to recount an item that has on-hand quantity changes during count. Continue Without Alert - This action allows counter to continue count without giving any alert about on-hand quantity changes during count.
Ignore Serial Number Until Variance	Setting this preference lets you count a serialized item without entering the serial numbers. When you set this preference, the Scan or Enter Serial Number field is unavailable at count start. If the SuiteApp detects quantity variance when you try to complete an item count, it prompts you to recount the item to validate the serial numbers. At recount, the Scan or Enter Serial Number becomes available when counting an item. If you set this preference at the company level, you cannot set the preference at the item level.
Ignore Lot Number Until Variance	Setting this preference lets you count a lot numbered item without entering the lot numbers. When you set this preference, the Scan or Enter Lot Number field is unavailable at count start. If the SuiteApp detects quantity variance when you try to complete an item count, it prompts you to recount the item to validate the lot numbers. At recount, the Scan or Enter Lot Number becomes available when counting an item. If you set this preference at the company level, you cannot set the preference at the item level.
Enable Advanced Bar Code Scanning	Setting this preference lets you scan GS1 bar codes for inventory counting. This preference is available only for WMS users.
Set Next Inventory Count Date for Spot Count	Setting this preference lets you set the next inventory count date for spot counts. When you check this box, the SuiteApp automatically sets the next inventory count date based on the last inventory count date and count interval for an item. For more information, see Key points to remember about next inventory count date for spot count.
Select Zone and Aisle for Counting	Setting this preference lets you select a zone and aisle before starting a count. You can select a zone and aisle after you have selected a location to start inventory counting. NetSuite derives the zone and aisle values from an item's bin record. Note: You can set this preference only if you are a WMS user.
Account for Spot Count Variance	Setting this preference lets you select an account to post item count variance for spot counted items. If this account is not set, the Default Inventory Count Account on the Accounting Preferences page is automatically selected. By default, this field is set to blank.
Schedule Count Review Data Processing	Setting this preference enables you to run the SC SS Count Review Data script to process count review data. You can run the script either on demand, or on a scheduled basis. If you set this preference, you can reduce the page load time. For more information about scheduling and running the script, see Working with Smart Count Review.
Schedule Dashboard Data Processing	Setting this preference enables you to run the SC MR Compute Dashboard Data script to process dashboard data. You can run the script either or demand, or on a scheduled basis. If you set this preference, you can reduce the page load time. For more information about scheduling and running the script, see Working with Smart Count Dashboard.
Auto Approve Variance Within Tolerance	Setting this preference lets you automatically approve item count variances within tolerance.
Quantity Tolerance	Setting this preference lets you define the quantity tolerance value, which when exceeded, will require approval.
Quantity Percentage Tolerance	Setting this preference lets you define the quantity percentage tolerance value, which when exceeded, will require approval.
Amount Tolerance	Setting this preference lets you define the amount tolerance value, which when exceeded, will require approval.
Amount Percentage Tolerance	Setting this preference lets you define the amount percentage tolerance value, which when exceeded, will require approval.

Preference

Description

Force Blind Count

Setting this preference lets you apply blind count, which means that the expected inventory quantity is not displayed to a counter.

When the preference is set at the company level, the set up applies to entire inventory in your organization.

To set up force blind count only for a specific item, skip setting this preference at the company level.

To set up this preference at the item level, go to the Item Location configuration record.

Allow Manual Count Entry

Setting this preference lets the counter to manually enter the quantity when counting items.

When the preference is set at the company level, the set up applies to entire inventory of your organization. However, you can override this setup by setting up the Restrict Manual Count Entry preference at the item level.

Confirm Before Approving, Rejecting, or Selecting Recount

Setting this preference lets you confirm the action before you approve, reject, or mark items for recount.

Complete and Next

Setting this preference lets you display the Complete and Next button when counting an item.

When you click this button, the SuiteApp displays the count page of an item in the order of count status. The SuiteApp first displays the items available for count followed by the items for recount. If there are no items for count or recount, the task list is displayed.

Default Action for On-Hand Change During Count

Setting this preference lets you select a default action for the counter to handle on-hand quantity changes during item count.

The following are the default actions:

Allow Counter to Select an Option - This action lets the counter choose between recounting and continuing with the count.
Force Recount - This action forces the counter to recount an item that has on-hand quantity changes during count.
Continue Without Alert - This action allows counter to continue count without giving any alert about on-hand quantity changes during count.

Ignore Serial Number Until Variance

Setting this preference lets you count a serialized item without entering the serial numbers.

When you set this preference, the Scan or Enter Serial Number field is unavailable at count start.

If the SuiteApp detects quantity variance when you try to complete an item count, it prompts you to recount the item to validate the serial numbers. At recount, the Scan or Enter Serial Number becomes available when counting an item.

If you set this preference at the company level, you cannot set the preference at the item level.

Ignore Lot Number Until Variance

Setting this preference lets you count a lot numbered item without entering the lot numbers.

When you set this preference, the Scan or Enter Lot Number field is unavailable at count start. If the SuiteApp detects quantity variance when you try to complete an item count, it prompts you to recount the item to validate the lot numbers. At recount, the Scan or Enter Lot Number becomes available when counting an item.

If you set this preference at the company level, you cannot set the preference at the item level.

Enable Advanced Bar Code Scanning

Setting this preference lets you scan GS1 bar codes for inventory counting. This preference is available only for WMS users.

Set Next Inventory Count Date for Spot Count

Setting this preference lets you set the next inventory count date for spot counts.

When you check this box, the SuiteApp automatically sets the next inventory count date based on the last inventory count date and count interval for an item. For more information, see Key points to remember about next inventory count date for spot count.

Select Zone and Aisle for Counting

Setting this preference lets you select a zone and aisle before starting a count.

You can select a zone and aisle after you have selected a location to start inventory counting. NetSuite derives the zone and aisle values from an item's bin record.

Note:

You can set this preference only if you are a WMS user.

Account for Spot Count Variance

Setting this preference lets you select an account to post item count variance for spot counted items.

If this account is not set, the Default Inventory Count Account on the Accounting Preferences page is automatically selected. By default, this field is set to blank.

Schedule Count Review Data Processing

Setting this preference enables you to run the SC SS Count Review Data script to process count review data. You can run the script either on demand, or on a scheduled basis.

If you set this preference, you can reduce the page load time. For more information about scheduling and running the script, see Working with Smart Count Review.

Schedule Dashboard Data Processing

Setting this preference enables you to run the SC MR Compute Dashboard Data script to process dashboard data. You can run the script either or demand, or on a scheduled basis.

If you set this preference, you can reduce the page load time. For more information about scheduling and running the script, see Working with Smart Count Dashboard.

Auto Approve Variance Within Tolerance

Setting this preference lets you automatically approve item count variances within tolerance.

Quantity Tolerance

Setting this preference lets you define the quantity tolerance value, which when exceeded, will require approval.

Quantity Percentage Tolerance

Setting this preference lets you define the quantity percentage tolerance value, which when exceeded, will require approval.

Amount Tolerance

Setting this preference lets you define the amount tolerance value, which when exceeded, will require approval.

Amount Percentage Tolerance

Setting this preference lets you define the amount percentage tolerance value, which when exceeded, will require approval.

To set up company level preferences:

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