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How To Manage Your Physical Inventory

To view your physical inventory

  • While in My Inventory, click on Physical Inventory in the left menu.
    • Note: All items will be displayed, by default.

To filter your physical inventory

  1. Navigate to the filters section at the top of the page.
  2. Begin typing any portion of the item name into the Filter Items edit box.
    • Note: All items that include matching text anywhere in the item description will be listed below.

To perform your physical inventory

  1. Enter the count result into the Quantity column of the item being inventoried.
    • Note: You can also click the Plus  Screen Shot 2019-01-21 at 4.12.43 PM.pngor Minus Screen Shot 2019-01-21 at 4.11.20 PM.png icons to increment or decrement the count, respectively (using this feature will select the row automatically).
  2. Select the item row, if not already selected in the previous step.
    • Note: If the row is not selected, the item will not be counted (even a zero row needs to be selected).
  3. Click Review.

To submit your physical inventory

  1. After reviewing the Physical Inventory, click Save.
    • Note: If an item is missing or has an incorrect value, click Cancel and make the correction.
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