Physical Inventory Steps

This topic provides an overview of the physical inventory steps.
Note:  If you only need to do a partial inventory of selected items, or you cannot afford to have your entire system frozen while you perform inventory, you can do a cycle count instead.

Order of Events

To perform a physical inventory, use these procedures:

  • Freeze inventory
  • Define tag and sheet control parameters
  • Load physical inventory records
  • Printing inventory tags and printing inventory sheets
  • Enter count quantities
  • Post count quantities
  • Unfreeze inventory
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