1. SCM (Supply Chain Management)
  2. Inventory Management
  3. Smart Count
  4. Working with Smart Count SuiteApp
  5. Performing Inventory Count on Mobile Devices
  6. Performing Directed Inventory Counts

Performing Directed Inventory Counts

The Smart Count SuiteApp enables you to perform directed inventory counts using a task list generated from count configuration records.

Tip:

Here are some helpful tips on counting items and reviewing serial or lot numbers.

  • To count items using bins, enable the Bin Management feature and select the Use Bins box on the item record.

  • To review scanned serial or lot numbers, click the View Serial Numbers or View Lot Numbers link.

Note:

Here are some points to note when counting items:

  • If you select an incorrect zone or aisle, the SuiteApp shows an error but still lets you complete the count. The original zone and aisle values appear in the count record and Count Review page. If you change these values during the count, the SuiteApp updates them accordingly.

  • If a zone includes bins without aisle values, select No Aisle to view those bins. This option is unavailable if all bins in the zone have aisle values.

  • When counting matrix child items, enter items in the following format Parent Item Name : Child Item Name.

To perform directed count using a mobile device:

  1. Log in to NetSuite using your mobile device.

  2. Based on the role you are using, do any of the following:

    • Go to Setup > Custom > Mobile - App.

    • Go to Mobile Emulator > Mobile Emulator > Mobile Screen.

  3. Tap Smart Count.

  4. Tap a location. Administrators can view task list of all subsidiaries.

  5. (WMS users only) If the item uses bins, select the zone and aisle.

  6. (Optional) In the Count Configuration field, select a count configuration. The default value is All.

  7. On the task list, under the Action column, tap Count beside the item you want to count. The task list displays all items that are due for count on the current day.

  8. In the Scan or Enter Bin field, scan or enter the bin number if applicable.

  9. In the Scan or Enter Item field, scan or enter the item's number or UPC code.

  10. In the Inventory Status field, select the inventory status if the feature is enabled.

  11. In the UOM field, select the unit of measure lot numbered and inventory items.

  12. (Optional) Do these steps when counting serial or lot items if:

    • You didn't set the Ignore Serial Number Until Variance or Ignore Lot Number Until Variance preferences.

    • You selected Recount for items with quantity variance.

    1. For serial items, enter serial numbers in the in the Scan or Enter Serial Number field.

    2. For lot items, enter lot number in the Scan or Enter Lot Number field, or select one from the Available Lot Numbers list.

  13. Choose your entry method:

    • Manual Entry - Press Tab to enter the count for lot-numbered items or to increment serial item quantity. Manual entry requires the Allow Manual Count Entry preference.

    • Tally Scanning - Press Enter for tally scanning to increment the quantity by 1 for each scan.

  14. In the Current Quantity field, enter the quantity. The Total Quantity Counted field updates with the cumulative total and can be edited if needed. For more information, see examples in Managing Directed and Spot Inventory Counts.

  15. Repeat Step 8 through Step 12 to count items with different inventory statuses and units of measure.

  16. Tap Complete to finish the count.

After completing an item count, the count status is set to Done. The Counted Items page lists all items with status Done. Items that are in Approved state are removed from the task list.

To access the Counted Items page, tap Counted Items from the Smart Count menu on a mobile device.

Related Topics

General Notices