In this article, we will learn how to create counts, assign counts to people, create counts by locations, by categories or even by specific products and understand the different count reports.


How To Create A New Count



Go to Counts. Click New Count.



1. Specify the description e.g. name of your count
2. Specify the target completion date is the date you want the count complete
3. Select the warehouse
4. Select the users you want to do the count
5. Select the items you want to count either by all, location, category, or custom
6. Click Continue

Note:

If you selected the All option the count will be created taking into account all of the products you have. But 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.



Select your recurrence. Click Continue.



Click Create.


Counting By Location



Select your location. Click Continue.



Select your recurrence. Click Continue.


Click Create.


Counting By Category



Select your category. Click Continue.



Select your recurrence. Click Continue.



Click Create.


Counting By Custom



Select the part numbers. Click Continue.



Select your recurrence. Click Continue.



Click Create.


How To Assign A User To A Count


In the new inventory count window, click on the Select button.



You may click on Select All to select all users or select individual users. Click Select Users once done.


COUNTS


In the counts screen, you can review the Percentage of Completion (how many items counted vs how many are in the count)
and the Percentage Accuracy (how many items in total vs how many items are supposed to be there).

Status Summary Report




Go to Counts click Reports. Click on Status Summary.


A status summary report, this report was mainly created to tell you the status of a count, whether it´s complete or still active.


COUNT DETAILS



Go to Counts. Click View.



1. Click on the count listing button to see all of the counts you created
2. Click on the user assigned button to know the staff that was assigned to do the count
3. Click on the recount button to recount some of your items
4. Click on the assign new user button to assign another user
5. Click on the process count button to update the quantities you have
6. Click on reports to view the discrepancy, non-scanned and count stock status report

SwiftCount records automatically when a count is started and when the last item is counted, allowing you to review the time variance between start and finish. From the counts section, click on the View button. Make sure the count has already started.You should see all the details of that specific count, here you will find the date when the count was started and the last time it was updated.

Note:

The last counted on updates everytime a count is finished. If you click on the view button  and the count has not been started yet, the Started On and the Last Counted On options will be empty.

When the count is completed and adjustment posted, the logical quantities for the items counted will be reset to reflect the counted ones. The count will be archived for future analysis and statistics updated.

Discrepancy Report


The discrepancy report, allows you to see what you counted vs initial quantity (on hand).

Non-Scanned Items Report




Non-scanned report, shows you all items that do have theoretical quantities but have not been counted yet.

Count Stock Status Report


A count stock status report, is a report to review what is counted


How To Do A Recount



Go to Counts. Click on Recount. Select the items you want to recount.



Click on Create Recount.



Select the users who will do the recount. Click Continue.



Select your target completion date. Click Continue.


Click Create.