To begin a new Physical Inventory, navigate to Inventory > Warehouses.
The Warehouses list opens. Click on the hyperlink in the Warehouse Code column of the warehouse for which you are conducting a physical inventory.
The Warehouse page opens. Click the Physical Inventory tab, and then click the Create Physical Inventory button.
The Physical Inventory Count page opens. At the upper left of the page, the Physical Inventory Date auto-fills with today's date. If the actual count will not begin today, select the correct date.
The grid area fills with the list of parts and current in-stock quantities. Click the Export to Excel button, and then print the list. Use this 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 can hide these columns prior to printing.
