You can enter your counting results into an inventory counting document by hand instead of importing data from a pre-filled file, especially for small-scale inventory counting.
For the sake of narrative simplicity, the procedure description below assumes that you have finished inventory counting. In reality, you can always update an inventory counting document as long as it is still open.
From the SAP Business One Main Menu
, choose . The Inventory Counting
window opens and you perform the following steps in this window.
Define the count date and time.
Note
If you have selected to calculate in-warehouse quantities based on the posting dates of inventory transactions, you can define only the count date. For more information, see Calculation of In-Warehouse Quantities on Count Date.
Define the counting type and add counters.
If you select Multiple Counters
for the counting type, you must define individual counters and team counters separately. If there is any team counter, an additional tab Team Counting
appears for you to enter team counters’ counting results.
Add items and specify the storage locations (warehouses and, if any, bin locations).
You can specify items manually or based on defined selection criteria.
To define selection criteria, choose the Add Items
button and choose Select Items
. Then, in the Inventory Counting - Items Selection Criteria
window, specify various selection criteria (for example, warehouses).
Enter counted quantities and other information, including:
Counted quantity of each relevant unit of measure if you have defined a UoM group for an item
Serial numbers
Batch information
To define these, right-click any row and select corresponding options (for example, Serial and Batch Selection for Individual Counter 1
, Inventory Counting by UoM
).
Note
If you have team counters, you must enter the counted quantities and other information on the Team Counting
tab separately. Selecting Serial and Batch Selection for Team
in the context menu on the General
tab displays the serial and batch information verified by the whole team but does not allow you to enter counting results.
Serial numbers and batch information are optional for inventory counting documents, though you must define them when posting the counting results.
Recommendation
If your counting results have little variance from your recorded in-warehouse quantities, to save effort, you can choose the Adjust Counted Quantities
button and select the option Copy In-Whse Qty on Count Date
. The recorded in-warehouse quantities on the count date are copied as the counted quantities. Then you just need to make adjustments to reflect the variances.
Select the Counted
checkbox in each row for which you have finished entering results and which is ready for posting. If you do not select this checkbox, the counting results cannot be posted.
Note
You can double-click the Counted
column header to select all checkboxes in this column, as in the Freeze
column. However, double-clicking other columns (for example, Item No.
) sorts the values.
The Counted
checkbox is automatically selected in the following scenarios:
Single counter: A positive quantity is entered.
Multiple counters (individual counters only): Positive quantities are entered for all individual counters.
Multiple counters (team counters only): A positive quantity is entered for at least one team counter.
Multiple counters (individual counters + team counters): Positive quantities are entered for all individual counters and at least one team counter.
Choose the Add
button to save the counting results and add the document.
If you feel satisfied with the counting results (for example, differences between counters are small or rare), you can proceed to post the results to adjust your inventory records in the system. For more information, see Posting Counting Results.