If you have several items with negative quantity on hand (QOH) to correct, you can do an inventory count instead of manually correcting the QOH of each item individually. 

Before starting an inventory count, identify what caused the items to have negative inventory. For example, if items were sold but not received on an incoming purchase order, receiving them on the incoming purchase order will correct their negative QOH.

1. From the main menu, click Inventory > Inventory Counts > New Inventory Count.
2. Name the inventory count. We recommend naming it based on the situation and time of year for reference (e.g. Negative Inventory - May 22, 2019).
3. Click Save Changes.

4. Click Missed. Because you haven't counted any items yet, your entire inventory is listed. Once you start counting items, the items will move from the Missed section to the Count and Totals sections.

   Inventory for special orders, layaways and work orders isn’t considered in-stock. It isn’t included in inventory counts, and shouldn’t be counted.

5. Click the Should have column header to sort the column. This moves items with negative QOH to the top of the list. You can click Advanced to refine your list of items.

   

6. Under Count Items, you can enter items into the count either by scanning the items or by manually entering them with the keyboard. Whichever method you choose, follow Workflow 1 or Workflow 2. Either workflow will move the counted items from the Missed section to the Count and Totals sections.

   Workflow 1

   1. In the Search OR Quantity field, scan each item you physically have in stock individually. This adds them to the list of counted items and updates their COUNTED quantity as you scan them.
   2. In the Search OR Quantity field, enter one of the searchable details of an item you physically have in stock. If the searchable detail is unique, the item is added to the list of counted items and you can skip to step 3.
      • Description
      • System ID
      • UPC
      • EAN
      • Custom SKU
      • Manufacturer SKU
      • Tags
      • Vendor ID
   3. If the search detail is not unique, use the available filters to find the item and click Select. This adds it to the list of counted items.
   4. In the Search OR Quantity field, enter the quantity you physically have in stock.
   5. Click + Count Item. This updates the COUNTED quantity of the item. If you enter the wrong quantity, simply edit the item's COUNTED quantity.
   6. Repeat the above steps for all other items you physically have in stock.

   Workflow 2

   1. In the Search OR Quantity field, scan an item you physically have in stock. This adds it to the list of counted items.
   2. In the Search OR Quantity field, enter the quantity you physically have in stock.
   3. Click + Count Item. This updates the COUNTED quantity of the item. If you entered the wrong quantity, simply edit the item's COUNTED quantity.
   4. Repeat the above steps for all other items you physically have in stock.
   5. To start an inventory search, click the + Counted button.
   6. Use the available filters to find the item and click Select to the left of its description. This adds it to the list of counted items.
   7. In the Search OR Quantity field, enter the quantity you physically have in stock.
   8. Click + Count Item. This updates the COUNTED quantity of the item. If you entered the wrong quantity, simply edit the item's COUNTED quantity.
   9. Repeat the above steps for all other items you physically have in stock.
7. For the items with negative inventory that you don't physically have in stock, click Missed.

8. Enter 0 in their respective COUNT fields. You can also click their Zero button or select their checkboxes and click Zero Selected Items at the bottom of the list. Any of these actions will move the items from the Missed section to the Count and Totals sections.

   

9. For items with positive inventory, leave their respective Count fields empty. This keeps them listed in the Missed section and prevents them from being affected by the inventory count.

10. From the Totals section, review the Should have and Counted quantity of each item and the resulting Change quantity. The Change quantity is the difference between how much stock will be added to correct the negative QOH of your items once you reconcile the inventory count. For example, if an item’s Should have quantity is -5 and its Counted quantity is 1, then the Change quantity will be 6.

    

11. Once you've reviewed the inventory count and are sure of the inventory adjustments it will cause, click Reconcile, then click Reconcile Inventory. 

    This action cannot be undone.

    

If necessary, click Shrinkage to view how much inventory was lost due to shrinkage. Changes made to your inventory by the count can also be found in the Inventory Change Logs report.