Count inventory in a warehouse

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This article describes the process of creating and posting an inventory counting journal to count a specific item at a location in the warehouse. The procedure applies to the Inventory management module when you're not using warehouse management processes (WMS). The procedure doesn't apply to WMS-enabled warehouse functionality that's available in the Warehouse management module. You can walk through this procedure in the demo data company USMF, or use your own data. If you use your own data, make sure that you set up products and locations, and create an inventory journal name for counting journals. A warehouse employee normally performs inventory counting.

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 are 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're using demo data company USMF, select A0001.
3. In the Site field, select the desired record from the drop-down list. If you're using demo data company USMF, select site 2.
4. In the Warehouse field, select the desired record from the drop-down list. If you're using demo data company USMF, select warehouse 24.
5. In the Location field, select the desired record from the drop-down list. If you're 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 from 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 the amount that's reported in the On-hand field, an inventory receipt or issue is posted. The inventory level and value change, and ledger transactions are generated.
2. Select OK.

View inventory transactions

1. Select Inventory.
2. Select Transactions. You can see related transactions that are created when you post your inventory counting journal.