Item Level Preferences

Item-level preferences allow for more granular control and can override certain company-level settings.

To set up item level preferences:

Go to an item record.
Click the Smart Count subtab.
To enforce blind count for the item, check the Force Blind Count box.
To restrict manual count entry for the item, check the Restrict Manual Count Entry box.
To validate the serial numbers of a serialized item only if quantity variance is detected during count, check the Ignore Serial Number Until Variance box. This preference is available for serialized items only.
To validate the lot numbers of a lot numbered item only if quantity variance is detected during count, check the Ignore Lot Number Until Variance box. This preference is available for lot numbered items only.
Click the Purchasing/Inventory subtab.
Click the Locations subtab.
To set preference for a location, click Edit beside the location.
On the Item Location Configuration page, click the Inventory Count subtab.
In the Inventory Count Interval field, enter the count interval for this item. Based on this field value, the SuiteApp automatically updates the next inventory count date after the item's previous count is approved.
In the Next Inventory Count Date field, enter the next count date for this item. Based on the inventory count interval, the SuiteApp automatically updates the next inventory count date after the item's previous count is approved.
To set tolerance values for the item, enter values in the following fields under the Tolerance Preferences section.
1. Quantity Tolerance
2. Quantity Percentage Tolerance
3. Amount Tolerance
4. Amount Percentage Tolerance
Click Save.

Note:

The Smart Count SuiteApp verifies the tolerance values first at the item location level. If no tolerances are set at the item location level, the tolerance values set at the company level is automatically selected.

Following are the key preferences you can set:

Preference	Description
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. You cannot set this preference at the item level if it is set at the company level.
Ignore Lot Number Until Variance	Setting this preference lets you count a lot 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 on the count page. You cannot set this preference at the item level if it is set at the company level.
Restrict Manual Count Entry	Setting this preference for a specific item restricts a counter from manually entering the quantity of an item count.
Quantity Tolerance	Setting this preference lets you define the quantity tolerance value for a specific item, which when exceeded, will require approval.
Quantity Percentage Tolerance	Setting this preference lets you define the quantity percentage tolerance value for a specific item, which when exceeded, will require approval.
Amount Tolerance	Setting this preference lets you define the amount tolerance value for a specific item, which when exceeded, will require approval.
Amount Percentage Tolerance	Setting this preference lets you define the amount percentage tolerance value for a specific item, which when exceeded, will require approval.

Preference

Description

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. You cannot set this preference at the item level if it is set at the company level.

Ignore Lot Number Until Variance

Setting this preference lets you count a lot 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 on the count page. You cannot set this preference at the item level if it is set at the company level.

Restrict Manual Count Entry

Setting this preference for a specific item restricts a counter from manually entering the quantity of an item count.

Quantity Tolerance

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

Quantity Percentage Tolerance

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

Amount Tolerance

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

Amount Percentage Tolerance

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

To set up item level preferences:

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