Inventory Physical Checklist Guide
The Physical Checklist replaces walking around with a clipboard to count your inventory. Simply enter your product count, click save and then the On Hand numbers update and an adjustment report is created for any differences.
Permissions must be enabled before utilizing the Inventory Physical Checklist.
- Go to Inventory > Physical Checklist
- Select the filters for Product Line, Suppliers or Type
- Click Generate
- Enter the count of each product
- Leaving a field blank will not update the on hand count.
- Click Save
Upon Save, the Product’s On Hand numbers will update and an Inventory Adjustment Report will be created if any On Hand Numbers were adjusted.
Use the search bar to scan a product sku or enter at minimum 3 characters of a partial product name.
On Hand Products with Minimum set to 0 and no on hand product will not appear on the report by default.
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