Physical Inventory Count Worksheets

Physical Count Worksheet

This program will generate a physical count worksheet based on the selected options. Typically this worksheet would be used to record counts when staff are taking inventory.

NAVIGATION: REPORTS menu > Inventory Reports > Physical Count Worksheet

  1. Sort Order: Select one of the following sort orders:
    1. Item Number
    2. Item Name
    3. Vendor Number
    4. Product Line
    5. Bin Location
  2. First Item Number
    1. Enter or select an Item Number for the beginning of the item range.
    2. The first and last items may be left blank to include all items on the generated worksheet.
  3. Item Name: When a valid Item Number has been selected, its name will be filled in.
  4. Last Item Number
    1. Enter or select an Item Number for the end of the item range.
    2. The first and last items may be left blank to include all items on the generated worksheet.
  5. Item Name: When a valid Item Number has been selected for the last item, its name will be filled in.
  6. Vendor Number and Name
    1. Enter or select a Vendor Number or Vendor Name from the list to generate a report for this vendor only.
    2. To generate a report that will include all vendors, leave these fields blank.
  7. First Product Code
    1. Enter or select a Product Code for the beginning of the product range.
    2. To generate a report that will include all product codes, leave the first and last product fields blank.
  8. Description: The Description for the selected first product code will fill in when a product code is selected.
  9. Last Product Code
    1. Enter or select a Product Code for the end of the product range.
    2. To generate a report that will include all product codes, leave the first and last product fields blank.
  10. Description: The Description for the selected last product code will fill in when a product code is selected.
  11. Warehouse Code
    1. Enter or select a Warehouse Code to generate a report for the warehouse selected.  
    2. To generate a report that would include all warehouse information, leave this field blank.
  12. DO NOT Print Onhand Amount
    1. Place a checkmark in the DO NOT PRINT Onhand Amount box if the item amounts that are on hand should not be included on the worksheet.
  13. Print Only Positive Onhand Items
    1. Place a checkmark in the Print Only Positive Onhand Items box if the worksheet should only include on hand amounts that are positive.  
    2. Negative amounts will not be included on the printed worksheet.
  14. Include Reserved Quantities
    1. Place a checkmark in the Include Reserved Quantities box if item amounts that have been reserved should be included on the worksheet.
  15. Preview or print the report (see Report Preview, Print and Save Options)

Physical Count Worksheet with Cost

This report program will generate a physical count worksheet with cost.

NAVIGATION: REPORTS menu > Inventory Reports > Physical Count Worksheet with Cost

  1. Sort Order: Select one of the following sort orders:
    1. Item Number
    2. Item Name
    3. Vendor Number
    4. Product Line
    5. Bin Location
  2. First Item Number
    1. Enter or select an Item Number for the beginning of the item range.
    2. The first and last items may be left blank to include all items on the generated worksheet.
  3. Item Name: When a valid Item Number has been selected, its name will be filled in.
  4. Last Item Number
    1. Enter or select an Item Number for the end of the item range.
    2. The first and last items may be left blank to include all items on the generated worksheet.
  5. Item Name: When a valid Item Number has been selected for the last item, its name will be filled in.
  6. Vendor Number and Name
    1. Enter or select a Vendor Number or Vendor Name from the list to generate a report for this vendor only.
    2. To generate a report that will include all vendors, leave these fields blank.
  7. First Product Code
    1. Enter or select a Product Code for the beginning of the product range.
    2. To generate a report that will include all product codes, leave the first and last product fields blank.
  8. Description: The Description for the selected first product code will fill in when a product code is selected.
  9. Last Product Code
    1. Enter or select a Product Code for the end of the product range.
    2. To generate a report that will include all product codes, leave the first and last product fields blank.
  10. Description: The Description for the selected last product code will fill in when a product code is selected.
  11. Warehouse Code
    1. Enter or select a Warehouse Code to generate a report for the warehouse selected.  
    2. To generate a report that would include all warehouse information, leave this field blank.
  12. Include Reserved Quantities
    1. Place a checkmark in the Include Reserved Quantities box if item amounts that have been reserved should be included on the worksheet.
  13. Preview or print the report (see Report Preview, Print and Save Options)

Physical Count Worksheet - Barcoded

This report will generate a physical count worksheet with barcodes that may be scanned.

  1. Sort Order: Select one of the following sort orders:
    1. Item Number
    2. Item Name
    3. Vendor Number
    4. Product Line
    5. Bin Location
  2. First Item Number
    1. Enter or select an Item Number for the beginning of the item range.
    2. The first and last items may be left blank to include all items on the generated worksheet.
  3. Item Name: When a valid Item Number has been selected, its name will be filled in.
  4. Last Item Number
    1. Enter or select an Item Number for the end of the item range.
    2. The first and last items may be left blank to include all items on the generated worksheet.
  5. Item Name: When a valid Item Number has been selected for the last item, its name will be filled in.
  6. Vendor Number and Name
    1. Enter or select a Vendor Number or Vendor Name from the list to generate a report for this vendor only.
    2. To generate a report that will include all vendors, leave these fields blank.
  7. First Product Code
    1. Enter or select a Product Code for the beginning of the product range.
    2. To generate a report that will include all product codes, leave the first and last product fields blank.
  8. Description: The Description for the selected first product code will fill in when a product code is selected.
  9. Last Product Code
    1. Enter or select a Product Code for the end of the product range.
    2. To generate a report that will include all product codes, leave the first and last product fields blank.
  10. Description: The Description for the selected last product code will fill in when a product code is selected.
  11. Warehouse Code
    1. Enter or select a Warehouse Code to generate a report for the warehouse selected.  
    2. To generate a report that would include all warehouse information, leave this field blank.
  12. DO NOT Print Onhand Amount
    1. Place a checkmark in the DO NOT PRINT Onhand Amount box if the item amounts that are on hand should not be included on the worksheet.
  13. Print Only Positive Onhand Items
    1. Place a checkmark in the Print Only Positive Onhand Items box if the worksheet should only include on hand amounts that are positive.  
    2. Negative amounts will not be included on the printed worksheet.
  14. Include Reserved Quantities
    1. Place a checkmark in the Include Reserved Quantities box if item amounts that have been reserved should be included on the worksheet.
  15. Preview or print the report (see Report Preview, Print and Save Options)

8/2023

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