Inventory Count

The Inventory Count has been designed as a method of tracking parts in the inventory system. Use the Inventory Count tab to search for, view/edit, update, and perform an inventory count.

To open the Inventory Count tab, navigate to Product Support > Parts > Inventory Count.

Topics in this section are:

• Performing an Inventory Count

• Editing an Inventory Count

• Updating an Inventory Count

• Screen Description

Performing an Inventory Count

1. Navigate to Product Support > Parts > Inventory Count.

   The Inventory Count tab appears.

   

2. To create a new count file, select the Click here to create a new count file and produce a report link.

   The Selection Criteria - Create Count File tab appears.

   

3. To add selection criteria to your count file, click the Click here to add selection criteria link.

   The Selection Criteria screen appears.

   

4. Complete the fields on this screen to set your selection criteria for locating parts to add to your count file. Click Save to record the selection criteria.

   If you want to do an inventory count for all the parts in the branch you do not need to specify any selection criteria.

5. Click Save/Exit to return to the Selection Criteria - Create Count File tab.

   The new selection criteria you have added are displayed. You may add as many different selection criteria as you need.

   

6. To save this selection criteria for future use click Save Query.

7. To generate an inventory count report click Run Report.

   You can run a report at any time since no files are updated when running a report.

   Note:  If you click Run Report without filling out any of the fields on the Selection screen, then all reports are run with all report criteria.

   The Report Options screen appears.

   

8. Set your report options in the appropriate fields:

   • Branch—the branch to run the report for. Each branch must be done separately.
   • Select Count Number—names your count.
   • Select Page Breaks—the type of page breaks on the printed report.
   • Include Active Parts Only—when this option is checked: includes active parts with on hand; includes deactivated parts with on hand; includes active parts with no on hand where OFC is not 5. When this option is unchecked: includes active parts regardless of on hand; includes deactivated parts that have an on hand.
   • Include Secondary Bins—includes parts secondary bin location on the report.

9. Click Run Report to create the count.

   The Selection Criteria - Create Count File tab opens and a message appears indicating that a successful inventory count report has been submitted to batch.

   

10. To exit the Selection Criteria - Create Count File tab click Close.

    The updated Inventory Count tab is shown.

11. Go to your home screen and ensure the count completes.

Editing an Inventory Count

1. Hover over the desired count number and select Edit from the pop-up menu.

   The Inventory Count screen appears.

   

2. Once you are on the Inventory Count screen, you can continue your work with this count:

   • To open the Parts Profile screen click a Part Number.
   • To update the count for a part move your cursor into the Count field and enter the number of counted parts.
   • To open the Vendor Profile screen click a Vendor name.
   • To remove a part from the inventory count click the Yes link under the Remove field.
   • To add a part to the inventory count click the Need to create a new part? Click here to add link.
   • To print count, variance or inventory value report select the Click here to print count, variance or inventory value report link.

   Click Save to save changes made to the Inventory Count screen.

   Click Delete to delete the selected count.

   Click Close to close the Inventory Count screen without saving and return to the Inventory Count screen.

Updating an Inventory Count

1. Navigate to Product Support > Parts > Inventory Count.

2. On the Inventory Count tab, fill out the appropriate fields and click Go >>.

   The Inventory Count tab refreshes and lists the generated search results.

3. Hover over a Count Number and select Update from the pop-up menu.

   Update for Inventory Count pop-up menu.

   

   The Inventory Count - Update screen appears.

   

4. Click Continue.

   The Inventory Count - Update screen appears.

   

5. On the Inventory Count - Update screen:

   • To post the inventory count update to the general ledger account, select the Post Updates to G/L checkbox.
   • Enter a Billing Run Date.
   • Enter a Customer Number. A special customer number to be assigned to the inventory count parts invoice.
   • Enter an Invoice Number.
   • Enter the Salesperson assigned to the customer's account.
   • Enter a Count Adjustment Part. A special part number to be used on the invoice for accounting purposes.
   • Select the Printer you wish to use to print out the inventory count reports.
   • Select or PDF to create a PDF of the inventory count reports.

6. Click Continue to update the inventory count.

   These reports are produced:

   BIL900	Sales Analysis Allocation Register
   BIL919	Sales Analysis Allocation Summary
   GL9300	S/A Journal
   PAR014	Parts Department Daily Error and Control Report
   PAR138	Inventory Variance Report

Screen Description

Search fields on the Inventory Count tab are:

Field	Description
Select Location	Search for inventory count by entering a location.
Select Count Number	Search for inventory count by entering a count number.

Fields on the Inventory Count tab are:

Field	Description
Count Number	The inventory count number.
Number of Parts	The number of parts on the inventory count.
Number of Verified Parts	The number of parts on the selected inventory count that have had their quantities verified.
Location	The location of the inventory count.

Data Source: PARTCNT

Security: 827 - Product Support - Parts Inventory Count

Revision: 2025.12