Copy or merge physical inventory count files

This topic describes how to copy or merge count files.

You can create copies of physical inventory count files and merge the results together to create a master inventory count file. For example, you might do this if you have created a zone map of the store for the physical inventory count and you have the same item, such as Coca-Cola, displayed in multiple zones. You might count 40 items in Zone 1, 10 items in Zone 3, and 20 items in Zone 5. When you merge the results Store Manager will recognize that these are the same products and that the correct count is 70.

Copy physical inventory count files

Repeat this procedure as required to create enough copies for your team members to complete the physical inventory count.

You must generate at least one physical inventory count file (and save it with a unique reference number) before you can copy it.

1. In the Physical Inventory window, select the physical inventory file you want to copy.

2. Click Copy.

3. Click Yes to copy the selected file.

4. In the Ref. Number field, enter a unique reference number, for example YE 2021 Zone 1.

5. In the Description field, enter a description as required.

6. Click Save.

Merge physical inventory count files

1. In the Physical Inventory window, press and hold the Ctrl key and select the physical inventory files you want to merge.

2. Click Merge.

1. Click Yes to merge the files into a single file.

The original physical inventory files that you selected are deleted after the merged file is created. This process cannot be undone.