Serialized Count

Introduction

This topic describes how to perform an inventory count for serialized items. You use this method to verify each item individually using its unique identifier, ensuring that physical stock matches system records and maintains accurate inventory levels.

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Steps for Performing a Serialized Count

1. Click the burger menu.

2. Click the Inventory Count.

   

3. Click New Count.

   

4. Enter the details to create the new count:

   

   1. Verify the Store Name and Effective Date (auto-populated by the system).
   2. Enter the Count Name, for example, test123march18.
   3. Select one of the option from Count Type dropdown:
      • Cycle Count: Enter one of the following values:
        • Department
        • Category
        • Sub-category
        • Vendor
        • Product Class
        • Collection
      • Full Count: Allows scanning any item in the store without classifying by department or category. In this example, selected the Full Count option.

5. Click Create to initialize the count session**.**

   

6. Click the Serialized Count tab.

   

7. Enter the tag name in the Enter Tag Name field to specify the counting area, for example, test 2.

   

   Note: The system won't allow you to scan the serial number until the tag is assigned to it

8. Click Activate Tag.

   

9. Enter the Serial Number in Enter Barcode field.

   

   

   Note: Status updates from NOT-COUNTED to COUNTED.

10. Click Close Tag after assigning the Tag to the Serial Number.

    

11. You can remove the item from the Serialized Count list:

    1. Click the kebab menu of the serial number row to remove items not part of the current inventory count.

       

    2. Click Remove to remove the item from list.

       

12. You can add the new list by importing the file:

    1. Click the meatballs menu in the upper-right corner.

       

    2. Click the Import File.

       

    3. Select the New Count Excel File from your system.

       

    4. Click Open to Upload the file.

       

13. Click the meatballs menu in the upper-right corner again.

    

14. Click Prepare Counting.

    

15. Click OK in the Success pop-up to prepare the inventory count.

    

16. Click the meatballs menu in the upper-right corner again.

    

17. Click the Apply Counting.

    

18. Click OK in the Confirm pop-up to apply the inventory count.

    

19. Click OK in the Success pop-up.

    

    

    Note: After you apply the inventory count, the system updates the Available column to true for counted items and to false for uncounted items.

20. Sign in to Item Instance Sheet.

21. Paste the Serial Number the search box.

    

22. Verify the Available column for the specific row is true.

    

23. Click the meatballs menu in the upper-right corner again.

    

24. Click the Export Excel Sheet to download the report in Excel or CSV.