Counting workflow

This is the basic workflow for an inventory count. Your warehouse can incorporate additional steps.  

  1. The inventory control specialist performs these tasks:
    1. Verifies count parameters in Product Warehouse Product Setup
    2. Establishes end of day picking procedure
  2. Warehouse personnel perform these tasks:
    1. Runs the Product Entry Cycle Count Report or Product Entry Physical Count Report at the end of the business day, immediately prior to counting. These reports print count sheets or tickets.
    2. Counts inventory
    3. Runs the Product Entry Count Quantity Recalculation Report to recalculate quantities for transactions that occurred after the printed count sheets or tickets were printed.
    4. Enters all counts and exceptions in Product Count Entry.
  3. The inventory control specialist performs these tasks:
    1. Runs the Product Entry Physical Reconciliation Report to process, check, and adjust entries.
    2. Runs the Product Entry Count Update Report to post adjustments to inventory.