Physical Inventory

Performing a physical inventory allows you to do physical counts as part of your setup (initial inventory levels) and on an ongoing basis. Typical usage includes monthly or bi-weekly physical counts.

Physical inventory can be completed by the recipient themselves using the self-service tools or administratively. What follows is the administrative style.

To Perform a Physical Inventory:

•  Click on the Administration Tab

•  Click Create Physical Inventory under the Inventory & Equipment section

•  Choose the appropriate recipient in the Recipient field

• Set the quantity for each item you have counted.

• You must check the box to the far right next to quantity otherwise the item is ignored. In the input field place the number you recently counted, not the adjustment to the current inventory level.
   

• Click Submit

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