1. Go to “Inventory” on the menu bar, then select “Manage Inventory” and then “Physical Inventory”.

1. On the View Physical Inventory page, select “New”.

2. In the Create New Physical Inventory popup, fill out the fields:

1. Inventory Name – Create a unique Inventory name for the Inventory
2. Department – Choose the Inventory to count
3. Administrator – This will auto populate the Users name that is opening the Inventory
4. Comments – This is optional and can be notes for the Inventory

3. Select the type of Inventory to be counted:

1. Entire Department – This will allow you to count every item in the Inventory.
2. By Storage Area – This will allow you to select specific storage areas to count. Any item not in the selected storage areas will not appear in the Physical Inventory.
3. By Storage Location Type – This will allow you to select specific location type to count. Any item not in the selected storage areas will not appear in the Physical Inventory.
4. By Product Level – This will allow you to select specific item Commodity levels to count. Any Commodity level not selected will not appear in the Physical Inventory
5. By Product Type – This will allow you to select items based on their Parent Item Level. For example; if an inventory that has a mixture of items like food, beverage and general, then you can choose one of those item types and the inventory will only include those items.

1. Once the Inventory is open you can print count sheets by clicking on “Print Counts”.

2. You can change the details on printing the count sheets:

1.  Show On/Hand – This will show you the count currently on hand.
2.  Show Counts – This will put zeros in all the quantity count boxes.
3.  Group By Area – You can view by Location, Area, or No Grouping.

3. After changing details make sure you click on “View Report” to update your changes.

4. Use the export dropdown menu to choose your preferred method for exporting count sheets. The print count will download automatically.

1. Input the counts listed under “Carry”, “Issue”, or “Replenish”. Once a quantity has been entered the checkbox next to the item will automatically be selected.

2. Click "Update" before proceeding to the next page.

3. To go to the next page, click on the slider bar.

4. You can also search by item or by stock location.

5. Using the “Post Zero Counts” button will put in Zeros in all fields that were left blank.

1. After entering all the counts, you can generate the variance report to review inventory item discrepancies. This report allows you to verify the counts for accuracy. Click the arrow next to “Print Counts” and select “Print Variance Report” to proceed.

2. You can filter the variance by dollar amount by entering a specific value in the "Variance Over/Under" field to view only items that exceed or fall below that amount.

3. You can sort the items based on location or product type. 

4. After making changes, be sure to click "View Report" to apply and update your modifications.

5. Use the export dropdown menu to choose your preferred method for exporting the variance report. The variance report will download automatically.

6. If changes are needed, repeat steps 1-5.

1. Once you’ve reviewed the counts with the variance report and are satisfied with the numbers, click the "Process and Finalize" button.

2. Once you are in the “Process and Finalize” screen, you have the option of printing or emailing the reports to yourself as well as to others.

3. To finish click on the “Finalize” button

Please note that once you click "Finalize," the inventory will be updated with the counts, and this action cannot be undone. If any mistakes are found, you will need to perform another Physical Inventory or an Inventory Adjustment to correct them.