Creating a count

Use this page to start an inventory count. You make the count first, then you add the locations to count.

Before you start

• You are ADMIN, MANAGER or SUPERVISOR.
• You know what to count: some locations, whole zones, or a SKU, lot or container wherever it lies.
• You know if the counter may see the system quantity (Informed) or not (Blind), and if stock may move while the count runs (Soft) or not (Hard).

Steps

1. Open Inventory Balances > Inventory Counts.
2. Click New. The header opens. The Number is filled (CNT and 7 digits). The status is New.
3. Choose Mode, Type, Freeze and Scope. Type Recounts per Location (0 to 9, default 2). Type a Comment if you want one.
4. To count by item: pick SKUs, Lots or LPNs. Leave the locations. To count only the item, set Scope to Only the item.
5. Click Save. The status becomes Open. The header is now read only.
6. To count places: add the locations. See Adding locations to a count.

The details of every field are on Count header.

What the screen says

Result	Message
Type is Cycle or Event	a Cycle count is made by its policy or event, not started by hand (or Event)
Item on a Full count	only a selective or a cycle count is counted by item
Only the item without an item	a count of the item only needs the item: name SKUs, lots or LPNs
Item found nowhere	nothing can be counted in {item}: every location is blocked or already being counted
Recounts out of range	recounts per location are 0 to 9, not {n}
Container unknown	no container {code}
Comment too long	a comment is at most 500 characters

Not confirmed by code: the exact way the screen shows an error from the save. To verify: press Save with Type set to Event and read the message.

What changes

What	Change
inventory_count	A new row, status Open, source User, the choices you made, version 1.
Locations	Nothing, when you name no item. With an item: every location that holds it and can be counted is added now (see Adding locations to a count for what that does).
Stock	Nothing. A count never changes stock by itself.

The save is the API method create_inventory_count. The form carries no idempotency key, so the method makes one.

Related pages

• Count header
• Adding locations to a count
• Counts list
• Operator guide: Inventory count (RF)
• API: create_inventory_count (stateless; the form's save). The API method inventory_count_create makes a count with its locations in one call.
• RF terminal: counters count the locations with Inventory > Count location.