Inventory Stock Count: Conducting a Stock Count
Last Updated: August 31, 2023
Before submitting a stock count form, you may check below an outline for inventory stock count that provides a clear overview for users. This form includes a brief description to guide you through the process:
Make sure that the proper form access settings are enabled to each user. You can check and edit the form’s Access Settings.
The Warehouse Supervisor goes to the warehouse and conducts an inventory stock count for each item.
The process of conducting a stock count is as follows:
Head to Site Materials module (Project Dashboard > Sidebar > Site Materials) and select Inventory Stock Count.
On the Stock Count summary page, click on Create Ticket. This will open the Inventory Stock Count form.
You may search for an inventory item to count by typing its name on the Item Name field and clicking on Search beside Inventory Details.
You can also perform a regular stock counting of each material by going through them one by one.
For each material, count the number of stock available in the inventory and enter the number to the Count field. Its variance automatically computes and determines if there is any count variance from the previous stock count.
Once all inventory items are counted, click on Submit Ticket to send the stock count report to the Site Supervisor/Project Manager.
Next Article: Inventory Stock Count: Checking the Stock Count
Previous Article: Materials Return: Approving a Return Request
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Submitting a Stock Count Form
Before submitting a stock count form, you may check below an outline for inventory stock count that provides a clear overview for users. This form includes a brief description to guide you through the process:
Stock Count Form Outline
| Role | Form Section | Description |
|---|---|---|
| Warehouse Staff | Header | Allows for specific inventory item search. |
| Inventory Count Details | Input the current Stock Count from the Inventory Master Record and the actual count. | |
| Site Supervisor / Project Manager | Approval | Contains the name of the Site Supervisor and additional Remarks about the material return. |
Make sure that the proper form access settings are enabled to each user. You can check and edit the form’s Access Settings.
Instructions:
The Warehouse Supervisor goes to the warehouse and conducts an inventory stock count for each item.
The process of conducting a stock count is as follows:
Head to Site Materials module (Project Dashboard > Sidebar > Site Materials) and select Inventory Stock Count.
On the Stock Count summary page, click on Create Ticket. This will open the Inventory Stock Count form.
You may search for an inventory item to count by typing its name on the Item Name field and clicking on Search beside Inventory Details.
You can also perform a regular stock counting of each material by going through them one by one.
For each material, count the number of stock available in the inventory and enter the number to the Count field. Its variance automatically computes and determines if there is any count variance from the previous stock count.
Once all inventory items are counted, click on Submit Ticket to send the stock count report to the Site Supervisor/Project Manager.
Next Article: Inventory Stock Count: Checking the Stock Count
Previous Article: Materials Return: Approving a Return Request
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 01/09/2023
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