Overview

You've decided to count your inventory using the Complete Audit method.  Now we'll walk through the steps to get started in Cloud Retailer. 


For a full understanding of our Inventory Counting system please see Overview of Inventory Counting in Cloud Retailer.


NOTE: Versions prior to 4.6 of Cloud Retailer, the Complete Audit (Entire store / Customr filter) options were referred to as "All products" and "Use a filter" respectively.  For earlier documentation see here.


Procedure

VIDEO COMING SOON!


Consider the scope of the count (entire store, specific department/size/etc), then follow these steps to create your Inventory Count:

  1. Open your Cloud Retailer Back Office software.
  2. Navigate to Tools -> Inventory Counting from the left-hand menu.
  3. Click the Create New Inventory Count button on the right of the page, this will open the Inventory Count Properties page to a new Inventory Count. 
  4. Enter a meaningful description for Reference number, or double-click on the field to auto-generate a value.
  5. Select the Location the Inventory Count should target. This field may not be visible for Single-location customers.
  6. Add any meaningful information to the Notes field.
  7. On the Inventory count type drop-down choose either:
    1. Complete audit - Entire store: to create a Complete Audit count for all Products in the selected Location.
    2. Complete audit - Custom filter: to create a Complete Audit count, and display a custom filter to tailor the list to meet your needs.
      • You can set the Allow products that do not match the custom filter option to allow Products that are scanned but do not match the filter to be added.  If this is not selected, Products scanned that do not match the filter, will be rejected with an error message.
      • Use the Advanced filtering control to set a filter to describe the subset of Products you wish to count.  Available fields to filter on include:
        • Product code
        • Description
        • Department
        • Category
        • Size
        • Suppliers
        • Tags
        NOTE: For a full listing of columms see Back Office - Inventory Count Properties.
  8. Press the Save button from the upper-right of the page.

    The Adjust Counted Products button should now appear and the Inventory Count Results section should be populated.  


Muliple active Inventory Counts
Starting in version 4.6 of Cloud Retailer it is now possible to have mulitple active Inventory Counts as long as any given product is only present on a single active Inventory Count.

This means that:

  • There can only be a single "Entire store" Inventory Count active, no other counts could be active (as other products would be present elsewhere).
  • You can have any number of active Inventory Counts as long as they are split by something that is and exclusive propery, such as Department or Supplier.
  • If you manually add a Product to an Inventory Count (where possible), it will be validated to ensure it is no present and another active Inventory Count.  It will be rejected with a warning message if it is.



Next Steps

Now that the Inventory Count has been created, see Walkthrough - Counting with the Inventory Count Product Scan page to scan Products and enter count values.


References