Add Counts by Hand

Basic Steps of a Physical Inventory | Overview

Basic

The Add Counts by Hand window is an efficient way to manually transfer item counts from a store count worksheet to Point of Sale. There's no need to enter counts in any particular order and Point of Sale will combine the counts of an item if entered multiple times.

To enter item counts using the Add Counts by Hand window:

1. With the Physical Inventory window open, Select A dd Counts by Hand from the I Want To menu.

2. Select the preferred workflow sequence for item entry in After pressing Enter key:

- Select Go to quantity field to enter an item then enter the counted quantity, then another item, etc.

- Select Add item to enter one item after another quickly, each with a quantity of one. The cursor never moves to the Quantity field with this choice. This might be a good choice if you are scanning each and every item unit to enter them.

3. Scan or enter an item identifier (UPC, Alternate Lookup, or Item #) and press <Enter>. Audio and visual warnings are given if an unrecognizable identifier is entered.

The program will search items in the order shown above. The first match to the entry is listed, e.g., if you have an item with an Alternate Lookup that matches an Item #, an entry matching both will cause the item with the Alternate Lookup match to be listed.

4. If you selected Go to quantity field in step 2, enter the counted quantity and press <Enter> or click Add.

5. Repeat Steps 3 and 4 until you are finished entering all the items and their counts.

6. Select Save. The counts entered are transferred to the Physical Inventory window.

7. When all counts have been entered on the Physical Inventory window, review the counts and then proceed to updating your inventory.

Notes:

- You can edit entered counts directly in the Counted column on this window if necessary

- Use the Remove Item button at the bottom of the window to remove an item if it was entered in error

Related Topics

Add counts from a scanner

Enter counts of Items with multiple units of measure