Filter Item List to Enter or Review Physical Inventory Counts

Enter Counts | Review Counts | Update Inventory with Counts

You may find it helpful to break the process of conducting a physical inventory into several phases, such as taking and entering counts by a particular department, vendor, physical location, or some other logical grouping. Filtering your item list can make your job easier and save you time by organizing your data appropriately, especially if you are manually entering physical counts in a larger store.

Choose one of the filters from the drop-down list on the Physical Inventory window tool bar:

• All Items if you want to view all inventory items.

• Counted Only if you want to view only the items for which you have already entered counts in the Counted field. (This is generally used when reviewing entered counts, before updating.)

• Create Filter if you want to create and optionally save new filter criteria. You can restrict the view to a specific department, vendor, etc. Saving your filter adds it to the filter drop-down list for future use.

• [Your custom name] if you want to filter the list by one of your previously saved filters.