Physical Inventory Reports

Basic Steps of a Physical Inventory | Physical Inventory Overview

Basic

Three physical inventory reports can be viewed or printed.

- PI Differences Report Includes only those items whose counted quantity was different than the expected quantity (on-hand quantity from inventory before physical). This report includes a list of items and differences in quantity, price, and cost.

- PI Detail Report Similar to the differences report, but includes all counted items (including those with a zero entry).

- PI Store Count Worksheet This report is intended as a working document on which you record your item counts while doing a physical inventory. More information.

The PI differences and detail report are also available for the last updated physical inventory as well as the physical in progress.

To access the PI reports:

- With the Physical Inventory window displayed, select a report from the I Want To menu or the Print menu.

Notes:

- These reports are available only from the Physical Inventory window. They cannot be accessed from the Report Center or main Report menu.

- Other than customizing the store count worksheet, these reports cannot be filtered, memorized, or added to the Report Dashboard.