Physical Count Types

Configuration > Inventory > Physical Count Types

This page is used to create Physical Count Types for categorizing complete physical counts.
Note: It is rare to have physical count types other than monthly or yearly.

Screenshot of the Physical Counts Type screen as described on this page.

  1. Name - search by name

  2. Include Inactive - check to include inactivated types

  3. Reset - click to reset search parameters

  4. Add New Physical Count Type - click to add a new physical count type
    Screenshot of the Add New Physical Count Type modal as described on this page.

    1. Name - enter the name of the physical count type

    2. Sort Order - edit sort order if needed

    3. Cancel - click to return to the previous screen without saving changes

    4. Save - click to save changes

  5. Name - click to sort by name

  6. Active - click to sort by active status

  7. Pencil - click to edit an existing physical count type
    Screenshot of the Edit Physical Count Types modal as described on this page.

    1. Name - enter the name of the physical count type

    2. Sort Order - edit sort order if needed

    3. Active - toggle active status

    4. Cancel - click to return to the previous screen without saving changes

    5. Save - click to save changes

  8. < > - click to scroll through pages

The following types are created by default and can be edited if needed:

  • Monthly

  • Yearly