Counts list

An inventory count is a document that asks counters to count chosen locations and records what they found. A count never changes stock by itself. A difference that a supervisor accepts becomes an adjustment that is posted at once. The Inventory Counts screen lists the counts of the active warehouse. The form is inventory_count_list_form. The data object is inventory_count_doc, over the table inventory_count. The list is read by inventory_count_list.

How to open it

1. Sign in and select a warehouse.
2. In the left sidebar open Inventory Balances.
3. Click Inventory Counts.

The sidebar item is inventory_count_list_menu (tab tab_inventory_count_list).

What the screen has

Part	What it is
Toolbar	Three buttons: New, Delete, Refresh.
Grid	One row for each count. A check box at the start of each row selects it.
Row click	Opens the count: the header on top and the locations below (SelfSwap to inventory_count_shell_form).

Columns

All columns are read only. This list has no filters and no sort set in the metadata.

Label	Column	Type	Shown at first	What it shows
ID	id	Whole number	No	The id of the count.
Number	count_number	Text, up to 20 characters	Yes	The number of the count, for example CNT0000001. Unique.
Status	status	Text	Yes	Open, Closed or Cancelled. See Statuses.
Type	count_type	Text	Yes	Selective, Full, Cycle or Event.
Mode	count_mode	Text	Yes	Blind or Informed.
Source	source_type	Text, up to 40 characters	Yes	Who asked for the count. See below.
Comment	comment	Text, up to 500 characters	Yes	The comment of the header.
Created At	add_when	Date and time	Yes	When the count was made.
Closed At	closed_at	Date and time	Yes	When it closed.
Cancelled At	cancelled_at	Date and time	Yes	When it was cancelled.
Version	version	Whole number	No	The version counter. It rises when the count is cancelled and each time a location is decided.

Sources: the table in crates/libs/wms-lib-sql/sql/wms-app/migrations/056_a_count_observes_the_stock.sql:30-60; the list in crates/libs/wms-lib-sql/sql/wms-meta-ui/migrations/093_inventory_count_screens.sql.

Source

Value	Made by
User	A supervisor on this screen.
Schedule	A cycle-count policy (Run now, or the daily run).
Adjustment	A posted adjustment whose reason asks for a count (count after posting).
PickToZero	A pick that left its location empty, when the picking policy asks for a count.
PutawayDeviation	A directed move that went to another location than the one suggested, after a supervisor accepted it.

Sources: crates/libs/wms-lib-core/src/model/inventory/inventory_count_policy.rs:28, crates/libs/wms-inventory/src/service/inventory_adjustment/post.rs:43, crates/libs/wms-outbound/src/picking/emptied_location.rs:31, crates/libs/wms-inventory/src/movement/service.rs:76.

Toolbar buttons

Button	Needs	What it does	Task page
New	Nothing	Opens an empty count in the screen. The number is drawn at once from the counter inventory_count: CNT and 7 digits. The defaults are status New, mode Blind, type Selective, scope LocationFull, freeze Hard, Recounts per Location 2.	Creating a count
Delete	One row	Deletes a count that nobody has counted. It sends the version of the row.	Deleting a count
Refresh	Nothing	Reads the list again.

The status New is only a state of the form before the first save. The table has no such status. The grey text of Delete is Tick a count to delete. The button does not look at the status; the server decides.

Result of Delete	Message
Deleted	Count {number} deleted
No row	Tick one count to delete
The list changed	The list has moved on — tick the count again and retry
Version unknown	Tick the count again: its version is unknown
Refused	Count {number} was not deleted: {error}

Who can use it

Reading: ADMIN, MANAGER, SUPERVISOR, VIEWER. OPERATOR has no right to read counts on the web. New and Delete: ADMIN, MANAGER, SUPERVISOR. See Who can do what.

Related pages

• Count header
• Count locations
• Creating a count
• Count statuses
• Operator guide: Inventory count (RF)
• API: inventory_count_list, inventory_count_delete (stateful command, version of inventory_count), inventory_count_get
• RF terminal: Inventory > Count location (CNTA, CNT00 to CNT03, CNT_DONE) counts the locations of a count.