Walkthrough - Creating a Spot check Inventory Count

Modified on Tue, 13 Feb at 9:54 AM


You've decided to count your inventory using the Spot check 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 Spot check option was referred to as "Blank".  For earlier documentation see here.



  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 Spot check.
  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, though it will start with all zeros.  

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.


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