Creating Inventory Count

Estimated reading time: 5 minutes

It allows for a more precise and rigorous control of the products available in inventory, which is useful for decision-making and strategy planning. It is important to accurately record the quantity of each product so that the count is as accurate as possible.

• Creating Inventory Count
  • Count Panel
  • Import
  • Annotations

Creating Inventory Count

From here, you can keep detailed track of physical inventory and assign a responsible user for the task, while automatically comparing physical inventory with that registered in the system, thus updating product stock levels as necessary to ensure accurate management.

Count Panel

To create an inventory count correctly, it is important to pay close attention to the detailed steps below:

1. From the Main Menu, access inventory.
2. Select the Counts option.
3. Access the Create Inventory Count section.
4. Fill in all fields in the Inventory Count section.
   • Assign a Name and determine the actual Date of the count. Then add any Observations, if necessary (in case it remains pending), assign the Status, and, if necessary, check the Subtract Movements box.
5. Enter the necessary data in the Information segment.
   • Select a Warehouse and add the products.
     • (Note: These can be added individually or in groups. To add individually, enter the Product > Add Product. To add in groups, you can enter the Ingredient Category > Add Category or select Add All to add all products in inventory).
   • If there is an error, or you wish to cancel the count, select Delete All.
6. Press Save Inventory Count (Note: At this point, it is recommended to carefully review the list of products before saving).
7. You will be redirected to the View Inventory Count: Imported Count screen, where if the status remains pending, the Inventory count can be processed.

Import

This function allows you to upload data from a previously created count in another format, in order to save time and minimize errors when loading large volumes of information.

1. From the Main Menu > Inventory > Counts.
2. Access the Export section (Note: here, all ingredients and sub-recipes in the inventory will be displayed).
3. If necessary, filters can be applied by category, group, or unit. Once the necessary items are selected, press Export again.
4. The list will be downloaded in an editable format. After all data obtained from the physical count is loaded, save the file.
5. Return to the Administrative Panel: Main Menu > Inventory > Counts.
6. Select Import and add the file.
7. The Inventory will be loaded in pending status.
8. Select the Update icon to add Observations, modify dates, Subtract movements, or modify any data.
9. Press Save Inventory Count (Note: At this point, it is recommended to thoroughly review the list of products before saving).
10. You will be redirected to the View Inventory Count: Imported Count screen, where if the status remains pending, the Inventory count can be processed.

Annotations

In this field, relevant notes about the count are added to clarify any possible doubts that may arise while conducting an Inventory Count. You can also refer to Inventory Count (Basic Aspects) to understand in detail all the functions.

• Subtract Movement After Date. 
• Add Category: In this section, the category to be added is the one found in Inventory > Ingredient Category > Category.
• Add All: Once this section is selected, all the products in the Inventory will be included, both sub-recipes and ingredients.