Physical Inventory
Jeff Hanrahan avatar
Written by Jeff Hanrahan
Updated over a week ago

The Physical Inventory section provides a searchable list of Inventory Snapshots, which you can filter by Date, Name, and Location. To create a new IS, click the New button in the top right corner and enter the Name, Location, and Date of the Snapshot. Click Save, then select your Snapshot from the list.

Selecting an Inventory Snapshot shows a list of all products at the location that was chosen when the IS was created. Select a Vendor from the drop down menu to filter by vendor. Below the Vendor and Scan SKU boxes is a list of all SKUs with their descriptions, Product #s, Vendors, Quantity, Scanned status, and Flagged status.

By default, all items are displayed in the All tab, but you can view only Not Scanned, Scanned, or Flagged items by choosing another tab. To scan an item, enter the SKU # in the Scan SKU box, or select the Scan Random button at the top to physically scan the item. As you scan items, your overall progress will show as a percentage on the right side of your screen.

You can export the Inventory Snapshot to Excel file or CSV by choosing the Export button in the top right corner.

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