Manually recording count data

To navigate the fields in Count Entry, press Enter to move from a Qty Counted field to the next line. Press Tab to move to the next column.

  1. In Storeroom, select Cycle Count > Count Entry.
  2. Specify the Run #. This number is included on the count sheets.
  3. Specify the quantity counted for the first product in the Qty Counted field.
    Note:  The products are listed in the same order as on the count sheets.
  4. If you specified an amount greater than the Qty Expected, select the inventory type to assign to the additional inventory. Select either customer-owned or distributor-owned.
  5. If the counted quantity differs from the expected quantity for serial-controlled products that are assigned serial numbers at receiving, assign control numbers:
    1. Click Serials.
    2. Click New to specify new control numbers or click the lookup to specify existing control numbers.

      If you entered an amount greater than expected, enter a new serial number for each product. You can also enter the bin location and a comment.

    3. Click Accept after you have entered the expected amount.
  6. If the counted quantity differs from the expected quantity for lot-controlled products, assign control numbers:
    1. Click Lots.
    2. Click New to specify new control numbers or click the lookup to specify existing control numbers.

      If you entered an amount greater than expected, specify new or existing lot numbers and quantity. If you are creating a new lot record, you can also specify the bin location, open date, and expire date.

      If you entered an amount less than expected, you must specify existing lot numbers and quantity.
      Note: You cannot change the open date or expire date for an existing lot.
    3. Click Accept after you have entered the expected amount.
  7. If the green check mark icon does not display on the line, the line is not validated. Correct any errors to validate the line.