Physical Inventory Overview


Conducting a Physical Inventory consists of 4 steps. The articles in the following sections fully detail each step in a Physical Inventory, including how to use the newly introduced Physical Inventory Wizard feature.

Click on the corresponding step to learn more:

  1. Start an Inventory
    •  Choose what is being inventoried
     
  2. Perform the Inventory
    •  Scan or enter items
     
  3. Review the Reports
    •  See results of inventory
     
  4. Reconcile & Finish
    •  Review and account for discrepancies
    •  Finish (close) the inventory

 

 

Updated on Thu, 25 Jul 2024 by Angela Chiaravalle

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