Open Counts Screen

Created by Ezra Weinstein, Modified on Tue, 10 Jan 2023 at 04:53 PM by Hannah Harris

If you were performing a count but had to save it without completing it, and now you need to continue the count, you can do so by going to the Inventory module (which automatically brings you to the Items sub-module of the Inventory module), clicking the "..." drop-down menu button, and selecting Count Inventory. The default Count Inventory screen when you select Count Inventory is the Open Counts screen.


On this screen, you will see a list of open counts that you have not yet completed. This list tells you when you started the count (A), how many items you have counted (B), and will show you the name of the user who started the count (C).


If you know that the count is completed despite it being in open status, you can click Open (D) and select Closed from the drop-down list (E) (shown below) that pops-up, and hit the Check Mark button (F) to mark the count as Closed. [Note: While this does mark the count as Closed and closes the count, if you click the Continue count button (J), you can still continue the count and add items to the count.] You can also add a comment to the count by clicking None (G), or delete the count by clicking the Delete count button (H).


If you do need to continue the count, click the Continue count button (J), and the Do inventory count screen will appear, allowing you to continue the count. If you want to start a new inventory count, click the New inventory count button (K). If you want to view closed counts instead of continue/view open counts, click the Show closed counts button (L), which will take you to the Closed Counts screen (Jump to Closed Counts Screen section).

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