Create and complete a count journal from POS
Count journals are used to update and adjust physical inventory counts for a specific item within a specific warehouse. While the Commerce inventory logic is constantly tracking inventory that comes into and out of the warehouse, situations will occur where the physical inventory count that is being tracked by the application no longer matches the physical count of inventory on the shelf. This scenario can occur for a variety of situations, such as receipt of inventory was accidentally not processed, theft or breakage or other loss was not previously adjusted, and so on.
Stock counts can be an impromptu creation by a store employee in the POS application, or they can be pre-planned from corporate and made available for the store employee to view and run through POS.
To create an impromptu count journal from POS, the store employee will use the Stock count operation. When the stock count journal is created, the POS user can add a product number to the count journal by selecting the Add function or by scanning a product barcode. Users can manually enter the counted quantity or, if the employee is using barcode scanning, each scan can increase the Count qty by one unit.
When all items and quantities are entered, users can submit the count to HQ for further review and posting.
The stock count adjustments are not finalized until the count journal is posted in HQ. Therefore, if the POS user is looking at on-hand inventory for an item that has been recently counted but not yet posted, the on-hand inventory counts that are shown for the item will not yet reflect in the user’s count.
Inventory can change as items are sold or moved, so it's important to ensure that count journals are created only when the store is closed, or when the physical location where the inventory is being counted will be shut down temporarily, to prevent physical movement until the count is completed and posted in HQ.
After the count has been submitted from POS, the HQ user can access this information in HQ from Retail and Commerce > Inventory management > Stock counts.