Create New Inventory Counts

Use this function to manually create new inventory counts.

Creation of inventory counts is controlled by role permissions. Only one open count can exist per location at a time.

1. Click Create, and then enter the required count details:
2. Select the Location, Inventory Date, and Inventory Type.
3. Based on the selected location and inventory type, select the appropriate Template.
4. Enter additional information in the Memo field, if needed.
5. Use the Inventory Count Based On field to define the structure of the count sheet.

   If an active Areas and Shelves definition exists for the selected location, it is offered as the default option. Otherwise, the count sheet is structured by item family groups.

6. Click Save to start the process. Once completed, the new inventory count is displayed in the list with the status Open.