To begin a new Physical Inventory, navigate to Inventory > Warehouses.
The Warehouses list will be displayed. Click on the hyperlink in the Warehouse Code column of the warehouse for which you are conducting a physical inventory.
The Warehouse page will be displayed. Click on the Physical Inventory tab, and then click on the Create Physical Inventory button.
The Physical Inventory Count page will be displayed. At the upper left of the page, the Physical Inventory Date will auto-fill with today's date. If the actual count will not begin today, select the correct date.
The grid area will fill with the list of parts and current in-stock quantities. Click on the Export to Excel button, and then print the list, which will be used to record the count quantities found in the warehouse.
Below is a sample of the exported warehouse parts list.
A physical inventory should be a “blind count”, meaning the person counting should not know what quantity should be in stock. Before printing the spreadsheet for counting, hide the Quantity column and add a new column to the right for the employee performing the count to write in the parts counted.
If your company is not using the Row, Shelf and Bin locations, you may hide these columns prior to printing.
