Overview

Inventory Counting is a time-consuming, but critical operation for any business.  This article is aimed to help give you a general overview of the Inventory Counting process in Cloud Retailer.  Additional details and videos have been provided within the specific articles.

NOTE: This documentation refelects options available in versions previous to 4.6 of Cloud Retailer.  For documentation on later versions see here. 

Procedure

1. Create the Inventory Count
   • Define the scope of which Products you wish to count
2. Understanding the Inventory Count Page
3. Optional. Print the Inventory Count for offline counting
4. Join the Inventory Count
   • Allow one or more users to add quantity information to the count
5. Importing a file into an Inventory Count
   • Useful if using a "batch-style" scanner or a 3rd party counting firm
6. Review & Finalize the Inventory Count
   • Review any outlying Products, then commit the updates to the system

References

• Creating a new Inventory Count in Cloud Retailer
• Understanding the Inventory Count Page
• Printing an Inventory Count for Offline Counting
• Joining an Open Inventory Count in Cloud Retailer
• Importing Values Into a Cloud Retailer Inventory Count
• Finalizing an Inventory Count in Cloud Retailer
• Inventory Counting Tips, Tricks and FAQs
• [YouTube] Cloud Retailer - Inventory Counting playlist