Before You Start
You must create and save a Count Ticket before you can begin scanning or entering counts.
Need to create a Count Ticket? Follow these steps to create one using the Count Ticket Browser or Item Browser.
Count Items on the Count Ticket
Expand Inventory Movement in the left-hand menu.
Select Count Tickets.
Open the Count Ticket you want to use.
In the Scan or enter item field, enter the item number or scan the barcode.
Enter the quantity in the Qty field.
Click Enter.
✅ Count Items Using the Count Summary Tab
Go to the Count Summary tab.
Find the item you want to count.
Click Count to the right of the item.
Enter the item quantity.
Click OK.
Review Your Count Results
In the Count Summary tab, check the Total Count column for each item.
Look at the +/- column to identify discrepancies.
Click the Counted Items tab to view a list of all items that have already been counted.
Adjust Item Counts
Go to the Counted Items tab.
Find the item you want to update.
Click Edit to the right of the item.
Enter the new quantity.
Click OK.
💡 Tip: Use the Edit function to correct errors before finalizing your Count Ticket.
Count with a Team
You can collaborate with others when counting a large inventory:
Each team member should open the same Count Ticket.
Assign categories or item types to team members in advance to avoid duplicate work.
Refresh the Count Summary tab often to stay updated on others' progress.
🔁 Best Practice: Team members should follow the same steps to avoid counting the same items twice.
Complete and Save the Count
Make sure all items listed in the Count Summary tab have been counted.
When finished, click Save.
(Optional) Change the ticket status to Closed to signal completion for reporting purposes.
Troubleshooting and Tips
Need to update a count? Go to Counted Items and click Edit.
Missing an item? Use the Scan or enter item field to add it manually.
What happens if I close a ticket? Closing is for reporting only; you can still edit it.