Physical Count

Initial (Main Search) Screen

  • SignOn to the BackOffice.

  • From the Inventory Management / Reports Menu, select Physical Count.

  • An initial search screen (like the one shown below) should appear.

  • This is the same search criteria used for Inventory Adjustments

Screenshot of the Physical Count application.

  • Select a store from the list of stores visible to you.

  • Enter at least one other of the following search criteria:

    • SKU

    • UPC

    • Description (Starts With, Contains, Ends With)

    • Active On (date)

    • Merchandise Hierarchy

      • Department

      • Department -> Class

      • Department -> Class -> Subclass

  • Click Search (bottom right).

  • Verify the search result set, you should see the items filtered according to the search criteria

Screenshot of the Physical Count application.

  • See the next section for how to update and save the inventory counts.

  • Click Clear to clear the results and the search criteria, and return the criteria to their default values.

  • When there are items in the results, the Export and Print buttons (bottom right) are enabled; see Other Commands section below.

  • Click Exit the leave the current screen and return to the main back office window.

Updating Physical Count

  • You can update the physical count for each item in the search results.

  • Click in the Count field for the item whose physical count you wish to update and enter the new item count.

Screenshot of the Physical Count application.

  • Notice the Save button (bottom left) becomes enabled, click Save to save your changes, click Yes to confirm the save.

  • A dialog appears when the update is complete, click OK to dismiss

  • The new Stock On Hand counts are updated in the search results.

Screenshot of the Physical Count application.

  • At this point, you can conduct another search and modify counts for other items, or click Exit to leave.

Other Commands

Export

The Export function allows the user to save the report as a comma-separated values (CSV) file for use in Excel. Once you have a result set that’s filtered as desired, click the Export button. The file is saved as PhysicalCount_yyyy-m-d.csv in the default location, typically the Downloads folder for the user.

Print

The Print function allows the user to save the report as an Acrobat PDF file for viewing/printing in Adobe Acrobat Reader. Once you have a result set that’s filtered as desired, click the Print button. The file is saved as PhysicalCount.pdf in the default location, typically the Downloads folder for the user.