Counting or verifying items by inventory sheet

To count or verify the items by using the inventory sheet

  1. Select Inventory Count > Phys Inv By Sheet. The Phys Inv By Sheet form is displayed.
    Note: To access this form, you can also select Icon Menu > Inventory Count > Phys Inv By Sheet.
  2. Specify or review this information:
    Checking
    Indicate if you are counting or verifying the items in inventory. Possible values:
    • Yes: You can count the items in inventory.
    • No: You can verify the items in inventory.
    Whse
    The code of the warehouse. By default, the warehouse linked to your username is displayed.
    Emp ID
    The employee number assigned to you.
    Sheet
    The inventory sheet number.
  3. Select Next. A list of uncounted items and locations are displayed. If you are using accumulate mode, all items are displayed. In normal mode, only uncounted items are displayed.
  4. Select item and location.
  5. Click Next.
  6. Specify this information:
    Whse
    The code of the warehouse. You must specify the warehouse to confirm that the items are counted or verified in the correct warehouse. This field is displayed only if the Input Whse parameter is selected for this transaction.
    Loc
    The code of the location. You must specify the location to confirm that the items are counted or verified in the correct location. This field is displayed only if the Input Loc parameter is selected for this transaction.
    Item
    The code of the item. You can scan or select the item code to confirm that you are counting or verifying the correct item. This field is displayed only if the Input Item parameter is selected for this transaction.
    Lot
    The lot number. You can scan or select the lot number to confirm that you are counting or verifying the correct lot. This field is displayed only if the Input Lot parameter is selected for this transaction.
    Status
    The item status (counted or uncounted).
    Note: This field is displayed only when the Checking field is set to Yes.
    Expected
    The expected item quantity that is recorded when the physical count is generated.
    Note: This field is displayed only when the Checking field is set to Yes.
    Counted
    The previously counted quantity.
    Note: This field is displayed only when the Checking field is set to Yes.
    Qty
    The item quantity that is counted or verified.
  7. Click Next.
    Note: This option is displayed only if the selected item is serial-controlled. You must scan or select the serial number for each item, in the Serial field. The Scanned field displays the count of the serial numbers you have scanned. You can also click Show List to view the available serial numbers, or click Clear List to clear all the scanned serial numbers.
  8. Click Process after scanning the required quantity of serial numbers.
    Note: 
    • The application prints the labels if the transaction is configured to print labels automatically. Else, the Label Printing form is displayed wherein you can specify the required details.
    • If the Retain Sheet check box is selected in the Transaction Set Maintenance form and items are available to be counted or recounted, the user is navigated to the list of items to choose the next item to be counted or recounted, else the user is navigated to the first screen after each count or recount.
Related topics