Creating Custom Count Configurations
The Smart Count SuiteApp includes a default Item Due for Count configuration record. It generates a daily task list based on the Next Inventory Count Date set for items in the Item Location Configuration page. You can use this default record or create custom count configuration records if you have the Administrator or Smart Count Inventory Manager role. Custom records can be created for one-time use as well.
Points to Remember Before Creating a Custom Record
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If you haven't set a default inventory count account in accounting preferences, you must select an account on the count configuration record. This is needed to post count variances for reconciliation.
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You don't need to set the next inventory count date to include items on the task list. However, if you want to list items based on the next inventory count date:
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Set the Next Inventory Count Date field on the Item Location Configuration page for the item.
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In the Criteria subtab of a saved search, add the Location Next Inventory Count Date filter and set it to is before tomorrow.
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To create a custom count configuration record:
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Go to Setup > Smart Count > Count Configuration.
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Enter a name for this count configuration.
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(Optional) In the Account field, select an account to post item count variance for reconciliation. This is required if you didn't set a default inventory count account at accounting preferences.
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In the Description field, enter a description for this record.
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In the Saved Search for Item List field, select the saved search to define items for counting.
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Check the One-Time Count box if the configuration is for single use.
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In the Count Reason field, enter a count reason.
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(Optional) Check the Count Bins with Zero Quantity box to include bins with zero quantity of an item on the task list for counting.
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Select one or more locations in the Location field. If you don't select a location, the configuration applies to all locations.
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Click Save.