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Count inventory in a warehouse

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This article describes the process of creating and posting an inventory counting journal in order to count a specific item at a location in the warehouse. The procedure applies to "basic warehousing" functionality, available in the Inventory management module, not to the warehousing functionality that's available in the Warehouse management module. You can walk through this procedure in demo data company USMF, or using your own data. If you're using your own data, make sure that you have products and locations set up, and that you've created an inventory journal name for counting journals. Inventory counting is normally carried out by a warehouse employee.

Create an inventory counting journal

  1. Go to Inventory management > Journal entries > Item counting > Counting.
  2. Select New.
  3. In the Name field, select the inventory counting journal name you want to use from the drop-down list. Some other fields will be populated based on the setup of the inventory counting journal name that you select.
  4. In the Worker field, select the drop-down button to open the lookup.
  5. In the list, Select the worker you want to use.
  6. Select OK.

Create journal lines

  1. Select New.
  2. In the Item number field, select the desired record from the drop-down list. If you are using demo data company USMF, select A0001.
  3. In the Site field, select the desired record from the drop-down list. If you are using demo data company USMF, select site 2.
  4. In the Warehouse field, select the desired record from the drop-down list. If you are using demo data company USMF, select warehouse 24.
  5. In the Location field, select the desired record from the drop-down list. If you are using demo data company USMF, select location BULK-001.
  6. In the Counted field, enter a number. If you enter a counted number that's different to the number shown in the On-hand field, the Quantity field is updated to show the discrepancy.
  7. Select Save.

Post the inventory counting journal

  1. Select Post. When you post an inventory counting journal, if the counted amount differs from amount that's reported in the On-hand field an inventory receipt or issue is posted, the inventory level and value are changed, and ledger transactions are generated.
  2. Select OK.

View inventory transactions

  1. Select Inventory.
  2. Select Transactions. Here you can see any related transactions that will be created when you post your inventory counting journal.