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How To Manage Physical Inventory

To view the company's physical inventory

  • While in Company Inventory, click on Physical Inventory in the left menu.

To select the physical inventory recipient

  1. While on the Perform Physical Inventory page, make your choice from the Recipient dropdown menu.
  2. Click Submit.

To perform the company's physical inventory

  1. Enter the count result into the Quantity column of the item being inventoried.
    • Note: If an item needs to be added, select it from the Name dropdown menu.
  2. Select the item row.
  3. Click Submit.

To review the company's physical inventory

  1. After reviewing the Physical Inventory, click Submit.
    • Note: If an item is missing or is incorrect, click Cancel and make the correction.
  2. Click Submit.
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