Adding a Physical Inventory Count Record

  1. Click Inventory and select Product Inventory.
  2. Click the Physical tab.
  3. Click + Physical.
  4. Enter the Date or select a date from the calendar.
  5. Select the Item Type.
  6. Select the Count Type.
    • Full — Use this type when you're performing a complete count of all your inventory items. Any items not included in the count will have their On Hand quantities set to 0.
    • Collection — Use this type when you're counting some but not all of your inventory items. The On Hand quantities of items not included in the count will remain the same.
  7. Select the Collection, if applicable.
  8. Click Save.