Overview
The Inventory Count module lets you set up and track stock‑take sessions for a specific location.
You create an inventory count record (full or partial), add the products you want to check, and then use the list page to review all counts that have been created.
There are two main screens:
Inventory Count list – shows all count records with filters.
New Inventory Count – where you define a new count (location, type, items).
Key Features
Inventory Count list
From the screenshot:
Filters at the top
Location – choose a specific location or All.
Filter Date By – e.g. Created Date.
Date – a date range for the selected field.
Status – e.g. All, CREATED, etc.
Toolbar (top‑right)
Icons for exporting / printing the list (exact options depend on system setup).
New Inventory Count button to create a new count.
Table columns
Date Created – when the count record was created.
Reference Number – unique identifier (e.g. 75999001).
Type – e.g. FULL (full stock‑take) or PARTIAL (selected items).
Location – where the count takes place.
Status – e.g. CREATED.
Notes – free‑text notes.
Actions – three‑dot menu on each row for actions like viewing or managing the count.
New Inventory Count screen
Reference Number – auto‑generated at the top (read‑only).
Location – drop‑down to choose the site you are counting.
Notes – text area for any instructions (e.g. “Night shift count”).
Type
Partial – count only selected products.
Full – count all products at that location (as defined by system rules).
Items section
Table with columns such as:
Product
Expected Count – the system’s current quantity for that item at the location.
Buttons:
Select Item or Service – add specific products.
Select by Category – add products based on category.
Save button (top‑right) to store the new inventory count record.
Getting Started
Open the module
In the left navigation panel, click Inventory Management.
Click Inventory Count.
Check your filters
Set Location to the site you want, or leave it as All.
Make sure your Date range includes the date when counts were created.
Leave Status as All if you want to see every count.
Review existing counts
Look down the table to see each count’s Reference Number, Type, Location, Status, and Notes.
How to Use
A. View and filter existing inventory counts
Go to Inventory Management → Inventory Count.
At the top of the page:
Choose a Location (for example, Prod Regression Account).
Check Filter Date By (usually Created Date).
Set the Date range (for example, last month to today).
Optionally choose a Status (e.g. only CREATED counts).
The table below updates to show only records that match your filters.
To see the available actions for a count, click the three‑dot menu at the end of the row.
From here you can view or manage that specific inventory count, based on the options your system provides.
B. Create a new inventory count (full or partial)
On the Inventory Count list page, click New Inventory Count (top‑right).
On the New Inventory Count screen:
Step 1 – Confirm the locationIn the Location drop‑down, choose the site where you will perform the count.
Step 2 – Add notes (optional)
In Notes, type any helpful information (e.g. who is counting, shift, or area).
Step 3 – Choose the count type
Select Full if you plan to count all relevant products for that location.
Select Partial if you will only count specific items.
Step 4 – Add products to be counted
In the Items section, use one of the buttons at the bottom:
Select Item or Service
Search or browse for individual products and add them.
Select by Category
Choose a category so that all products in that category are added.
After you add products, they appear in the grid with their Product name and Expected Count.
Step 5 – Save
When you are satisfied with the location, type, notes, and items, click Save.
The system creates the inventory count with a Reference Number and shows it in the Inventory Count list with Status = CREATED.
C. Work with an existing inventory count
From the Inventory Count list:
Find the row with the Reference Number you need.
Click the three‑dot menu on that row.
Choose the available action (for example, view or update).
The exact actions depend on your implementation, but they all relate to managing that inventory count record.
Connected Modules
Based on the navigation and module names, Inventory Count works together with several other modules:
Products & Services → Items List
The Select Item or Service and Select by Category buttons pull products from your Items List.
Make sure your products and categories are set up there before creating counts.
Inventory Management → Adjust Stock
After doing a physical count, any corrections to quantities are typically handled as stock adjustments.
Inventory Count identifies what needs checking; Adjust Stock is where quantity changes are recorded.
Inventory Management → Inventory Valuation / Inventory Dashboard / Inventory History
Once counts and any follow‑up adjustments are completed, these reporting modules show the updated stock levels and values over time.
Inventory Management → Stock Receive History / Transfer Orders / Stock Requisitions
Movements recorded in these modules (receipts, transfers, requisitions) affect the Expected Count values that you see when you set up a new inventory count.
These connections help ensure your inventory counts line up with all other stock movements in the system.
Troubleshooting
“I don’t see my inventory count in the list”
Check the Date range – make sure it covers the date when the count was created.
Set Status to All in case the record is in a different status than expected.
Check Location – if it is set to a different site, you may not see counts from your target location.
“The New Inventory Count screen shows no products”
Confirm that products are set up in Products & Services → Items List.
Use Select Item or Service or Select by Category to add products; the grid will stay empty until you do this.
“The Type is always FULL but I want a partial count”
On the New Inventory Count page, look for the Type section and switch the radio button from Full to Partial before adding products and saving.
“The Expected Count looks wrong”
Remember that Expected Count comes from the system’s current inventory records.
Check recent activity in:
Stock Receive History (recent purchases),
Transfer Orders, or
Adjust Stock
to see if any transactions might explain the difference.
If the physical count confirms a different quantity, you may need to log a correction using Adjust Stock after you finish reviewing the count.
By following these steps, you can use the Inventory Count module to plan and track stock‑take sessions by location, ensuring your recorded inventory stays aligned with what is actually on the shelf.