Inventory Physical Count Sheet

How to return to an existing count sheet?

From the Ribbon Menu, navigate to Inventory>Physical Count and select the count sheet from the lookup control

How to delete an existing count sheet?

The system will allow a count sheet to be deleted that meets the following requirements

No counts were added
Count sheet was not converted to an inventory adjustment

To delete a count sheet, select the count sheet from the “Search for existing count sheet” lookup control and click the Delete button located at the bottom of the form.

How to create a new count sheet?

Follow the steps below to create a new count sheet

From the ribbon menu navigate to Inventory>Physical Count
Expand Group Panel “Create a New Count Sheet and fill in the necessary information

Cutoff Date – enter the last day of the month or preferred date. We advise all movement of inventory should be halted until after the count or tracked manually to adjust the final count if a pause in movement cannot happen
Category – Select all or if performing a selected account, choose the categories as needed
Location – if having multiple inventory location, choose the location and click on the gear icon (step#4) to create the count sheet

How to recordphysical count entries?

Using barcode device (count sheet number should be provided to staff responsible for recording the count via barcode device)

Entries from the device will upload directly to the count sheet

Manual entry (count sheet should be printed and provided to staff responsible for recording the end count)

Physical Count – enter the count by Lot/Serial No/Expiration date if applicable
Count By – enter the name of the person who submitted the count
Date Count – current date will default but can change if needed
Notes – enter notes if applicable

How to convert physical count to an inventory adjustment?

When all counts are completed for the specific count sheet, the final steps is to create an inventory adjustment to adjust any variances between the actual count and the QOH reported by Microix

Select the count sheet and expand the option “Create a Documents from Physical Count Results”
Select document type “Inventory Adjustment”, workflow value and distribution code if applicable
Press process button to create the adjustment.

NOTE: If a mistake is found, you can manually delete the inventory adjustment document, modify the count sheet and re-create the inventory adjustment

Review Inventory Adjustment before submitting for approval

From the ribbon menu, navigate to inventory tab>My Inventory Adjustments and find the newly created adjustment in the list. Review and enter the account code related to the adjustment before submitting for approval.

NOTE: Microix creates the debit/credit side of the entry to the inventory account automatically when the document is transfer to MIP

count physical count

Creation date: 5/23/2022 12:08 PM Updated: 5/5/2023 4:27 PM

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