Completing Inventory Counts

You can complete all types of inventory counts through the NetSuite UI. If you activate the Start and Complete Counts on App rule, you can complete cycle counts through the mobile app. Either way, you can complete inventory counts that include tasks that have not been counted or processed. For more information, see System Rules for NetSuite WMS.

Follow one of these procedures to complete a count:

• To complete an inventory count through the NetSuite UI:

Depending on the result of the count, NetSuite may create either or both of the following inventory adjustment transactions for the count:

• One positive inventory adjustment (more on hand)

• One negative adjustment (less on hand)

When you return to the item record of an item for which there is a completed count, the Inventory subtab shows the following:

• Last Count Date – Date when the last count occurred

• Next Count Date – System-calculated next date to enter an item count

• Count Interval – Preset count interval

To complete an inventory count through the NetSuite UI:

1. Log in to your NetSuite WMS account using the Warehouse role.

2. Go to Inventory > Cycle Counting > Enter Cycle Count > List.

3. Click View next to the count you want to complete.

4. Click Complete Count.

   Note:

   Until you complete an inventory count, you cannot release or start a new inventory count for that item.

To complete counts on the app:

1. Access the Cycle Count process by doing the following:

   1. On the mobile app, tap the menu icon at the top-left corner of the screen, and then tap Main Menu.

   2. On the Main Menu page, tap Inventory.

   3. On the Inventory page, tap Cycle Count.

2. On the Cycle Count page, tap Process Count.

3. On the Select Plan page, do either of the following:

   • In the Scan/Enter Plan # field, scan or enter the cycle count plan number. If you enter the data, tap Enter Plan # to proceed.

   • From the Cycle Count Plans list, tap the number.

4. On the Select Task page, tap the Show Completed toggle to review the processed cycle count tasks. On the Cycle Count Tasks table, review any tasks that have not been counted.

   Note:

   If you have remaining uncounted tasks, you can process them before completing this inventory count. Otherwise, the task will be submitted for approval without a counted quantity.

5. Tap Complete Cycle Count.

6. On the message, to confirm that you want to complete the entire inventory count, tap OK.

Completed inventory count records change from Started to Completed/Pending Approval status. To approve completed counts, see Approving or Rejecting Inventory Counts.

Related Topics

• NetSuite WMS Setup
• Installing the NetSuite WMS SuiteApps
• Starting Inventory Counts
• Performing Inventory Counts
• Approving or Rejecting Inventory Counts

General Notices