Overview

You've decided to count your inventory using the Quick Adjust method.  Now we'll walk through the steps to get started in Cloud Retailer.


For a full understanding of our Inventory Counting system please see Overview of Inventory Counting in Cloud Retailer.


NOTE: This feature is only available in version 4.6 (or later) of Cloud Retailer.


Procedure

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Consider the scope of the count (entire store, specific department/size/etc), then follow these steps to create your Inventory Count:

  1. Open your Cloud Retailer Back Office software.
  2. Navigate to Tools -> Inventory Counting from the left-hand menu.
  3. Click the Create New Inventory Count button on the right of the page, this will open the Inventory Count Properties page to a new Inventory Count.
  4. Enter a meaningful description for Reference number (as described in Overview of Inventory Counting in Cloud Retailer), or double-click on the field to auto-generate a value.
  5. Select the Location the Inventory Count should target. This field may not be visible for Single-location customers.
  6. Add any meaningful information to the Notes field.
  7. On the Inventory count type drop-down choose either:
    1. Quick adjust - Entire store: to create a Quick Adjust count for all Products in the selected Location.
    2. Quick adjust - Custom filter: to create a Quick Adjust count, and display a custom filter to tailor the list to meet your needs.
      • You can set the Allow products that do not match the custom filter option, though, for Quick Adjust Inventory Counts, this is only applicable if you use the Import feature.
      • Use the Advanced filtering control to set a filter to describe the subset of Products you wish to count.  Available fields to filter on include:
        • Description
        • Department
        • Category
        • Size
        • Suppliers
        • Tags
        NOTE: For a full listing of columms see Back Office - Inventory Count Properties.
  8. Press the Save button from the upper-right of the page.

    The Adjust Counted Products button should now appear and the Inventory Count Results section should be populated.  All Products should have their Quantity counted set to the Quantity expected, as calculated by the system.


Muliple active Inventory Counts
Starting in version 4.6 of Cloud Retailer it is now possible to have mulitple active Inventory Counts as long as any given product is only present on a single active Inventory Count.

This means that:

  • There can only be a single "Entire store" Inventory Count active, no other counts could be active (as other products would be present elsewhere).
  • You can have any number of active Inventory Counts as long as they are split by something that is and exclusive propery, such as Department or Supplier.
  • If you manually add a Product to an Inventory Count (where possible), it will be validated to ensure it is no present and another active Inventory Count.  It will be rejected with a warning message if it is.



Next Steps

Now that the Inventory Count has been created, see Walkthrough - Entering values with the Inventory Count Quick Adjust page to enter count values for Products.


References