Overview

This article has been provided to help explain the various components of the Inventory Count screen within Cloud Retailer.

NOTE: This documentation refelects options available in versions previous to 4.6 of Cloud Retailer.  For documentation on later versions see here. 

Information

1. Inventory Count Fields
   1. Reference Number - A unique identifier to help find relevant Inventory Counts.
   2. Location / Status - A dropdown indicating which Location this Inventory Count should take effect.  This field also indicates whether an Inventory Count is Open or Finalized.
   3. Is active - Indicates whether this Inventory Count should be visible and counted by the system.
   4. Notes - Allows you to add any additional notes to keep with the Inventory Count.
2. Inventory Count Buttons
   1. Finalize Inventory - Commits the counted inventory changes to the system.
   2. Print a QR code to join the count - Generates a QR code that is easily scanned on-screen or printed and scanned by a mobile device or barcode scanner to join an active Inventory Count.
   3. Join inventory count - Brings you to the Shared Counting page, optimized for counting inventory quantities.
   4. Counted inventory value report - Opens the Inventory Adjustments report, and automatically filters to this specific Inventory Count allowing you to see changes that are being made.
   5. Products not in stock but recently sold - Opens a report detailing Products that have a quantity less than 1 but have been sold within the last month.
   6. In stock but not recently sold - Opens a report detailing Products that have NOT sold in the last 3 months, but currently have a quantity greater than 1.
3. Inventory Count Scope Fields
   1. Inventory Count Type - Indicates what kind of filter is used to pull in items to the Inventory Count.  Options include:
      • Manual entry (blank) - Use this option to start with an empty count and only scan things you want to change the count on.  This is typically used as a "spot check" for key Products.
      • All products - Use this option to start with ALL active Products listed and a count of 0.  This is useful to do a full year-end inventory or to ensure Products that are not counted are "zeroed" out.
      • User a filter - Pick this option to start with a subset of your Products to count.  This is the most typical option and can be used to "cycle count" by Department, Supplier, or Brand.  When using this option you will also need to define a Filter to match Products.
   2. Products Filter - 
4. Inventory Count Results
   1. Summary Information - Provides summary data about the Inventory Count.  This grid includes the following columns:
      • Expected - Indicates the total number of uniques Products (not quantities) on the Inventory Count
      • Over / % - Indicates the total number (and percentage) of the unique Products that currently have a higher Counted value than Expected.
      • Under / % - Indicates the total number (and percentage) of the unique Products that currently have a lower Counted value than Expected. 
   2. Detail Information - Provides row-level detail about the Inventory Count.  This grid includes the following columns:
      • Product - The primary Product Code for each Product.
      • Description - The description of the Product.
      • Counted - The total quantity counted (combine) for the Product.
      • Expected - The total quantity the system expects you to have before the Inventory Count.
      • Delta - The difference between the Expected value and the Counted value
      • Entry Time - The date & time of the last count for each Product.

References

• Overview of Inventory Counting in Cloud Retailer
• Creating a new Inventory Count in Cloud Retailer
• Printing an Inventory Count for Offline Counting
• Joining a customer to an existing loyalty program
• Importing Values Into a Cloud Retailer Inventory Count
• Finalizing an Inventory Count in Cloud Retailer
• Inventory Counting Tips, Tricks and FAQs

 Here is a video with an overview of the Physical Inventory Count Screen: