In this article, you will learn how to create/schedule a count and how to assign users to do it.

Why you will need this: 

  • The whole purpose of SwiftCount is to help you do inventory more efficiently and in a more controlled/organized manner. You can use the app to do inventory, to do so, you will need to first create and schedule a new count. That means select the products you would like to count and assign users to it.

What you will need: 

  • Add/Import your products. Click here to learn how to add/import products

Step 1: Create a new count

  • Click on the "Count" module on the left banner, 3rd module.
  • Click "New count"

Step 2: Fill out the form

  • Complete the description (e.g. name of the count)
  • Specify the target completion date (the date you want to the count completed by)
  • Select the "Space" (Location of the products, if you don't have spaces setup, select "default" space)

  • Select the users you want to assign to this count

  • Select the items you want to count either by all, location, category or custom. Let's see below the next steps for each kind of count.

If you selected the "All" option, the count will be created taking into consideration all  the products you have in your SwiftCount account. 

If you selected any other option, you will be requested to check either by "location", "category "or "custom" to select the products you want to count.

Counting by All

  • Click "Continue"

  • Recurrence: Select how frequently your want this count to be performed and select the end of the recurrence by selecting an ending date, or "never" if you wish this count to be on-going.

  • Click "Create"

Congratulations ! Your count is now created.

Counting by Location

  • Select your location
  • Click "Continue"

  • Recurrence: Select how frequently your want this count to be performed and select the end of the recurrence by selecting an ending date, or "never" if you wish this count to be on-going.
  • Click "Continue" 

  • Click "Create"

Congratulations ! Your count is now created.

Counting by Categories

  • Select your categories
  • Click "Continue"

  • Recurrence: Select how frequently your want this count to be performed and select the end of the recurrence by selecting an ending date, or "never" if you wish this count to be on-going.
  • Click "Continue" 

  • Click "Create"

Congratulations ! Your count is now created.

Counting a "Custom" list of products

  • Select the products you wish to be added to the count
  • Click "Continue"

  • Recurrence: Select how frequently your want this count to be performed and select the end of the recurrence by selecting an ending date, or "never" if you wish this count to be on-going.
  • Click "Continue" 

  • Click "Create"

Congratulations ! Your count is now created.

What can you do next?

  • Count with the app. Click here to learn how to count with the SwiftCount app