Generating physical inventory reports

Pre-requisites: You have generated a physical inventory file and saved it under a unique reference number.

1. Click Reports.
2. Click Active Reports.
3. Expand Physical Inventory Count.
4. Select one of the following reports:

  • Physical Inventory Report (Detailed)

  • Physical Inventory Report (Summary)

5. Use the Filter dialog to look up the physical inventory list based on the reference number:
a. From the Field drop-down, select Ref#.
b. From the Operator field, select either = or LIKE.
c. In the Value field, enter the reference number of the physical inventory list you want to use.

d. Click Add.
e. Click OK.
6. Click Layout.

Add or remove columns based on how you intend to use the report results.

If you want to... Include these columns...

Print the report so team members can write down inventory count quantities by hand

  • Ref#

  • Department

  • Category

  • Bin Location

  • Item (this displays the item lookup code)

  • Item Description

  • Qty Counted to Date

Tip: Do not include Expected Qty. This can lead to confusion amount team members, who may think their count is complete once they have counted the expected number of items.

Export the physical inventory count file to CSV so that it can be imported into a hand-held device for the inventory count

  • Item

  • Qty Counted to Date

  • Count Date

Print or create a PDF of the final physical inventory count result and calculations

  • Ref#

  • Department

  • Category

  • Item

  • Item Description

  • Cost

  • Calculated Qty

  • Qty Counted to Date

  • Expected Qty

  • Delta Qty

  • Count Date

7. Click OK.
8. Click Print. The physical inventory report displays in the Print Preview screen.

9. Change the printing preferences as required.
10. Click Print.