To create manual inventory counts:
1. Go to Transactions > Inventory > Enter Inventory Count.
2. Select a location.
3. Optionally enter a reference number for this transaction.
4. Verify or select a date for this transaction.
5. Choose an account to post inventory count variances to. This is generally an expense account.
You can choose an account to show in this field by default.
6.If you track departments or classes, optionally select them. (Note that this Class field is distinct from the inventory classification used for calculated inventory counts.)
7.Optionally enter a memo for this transaction. Later you can search for this transaction using the text in this field.
8.On the Items subtab, choose an item to count.
9.Verify or select the bin for this item.
10.Verify or select the unit for this item.
11.Optionally enter a memo for this line item.
12.Click Add.
13.Repeat these steps for each item you want to count.
14.Click Save.
When you click Save, the inventory count transaction is recorded, but not started. After an inventory count is on record, it has an Open status and is a non-posting transaction.
To edit an inventory count:
1. Go to Transactions > Inventory > Enter Inventory Count > List.
2. Click Edit next to the count you want to change.
3. Make necessary edits to the record.
4. Click Save.