> For the complete documentation index, see [llms.txt](https://docs.rmhpos.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rmhpos.com/store-manager/manage-inventory/perform-a-physical-inventory-count/physical-inventory-count-generating-file.md). # Generate the physical inventory count file This topic describes how to generate a count file in RMH for a physical inventory count. 1. Click **Inventory/Purchasing**. 2. Click **Physical Inventory**. The **Physical Inventory** screen displays.
3. Click **New**. 4. The option you select under **General Selection** determines how you include items to the inventory count:
General SelectionInclude Items
Generate for all items in the selected Group

Select one of the following:

  • All items
  • Only items in selected department
  • Only items in selected categories
  • Only items from selected suppliers
  • Only items from selected primary suppliers

Select the appropriate departments, categories, and suppliers, as required.

Create a new blank physical inventory count for manual entrySelect this option if you want to create a blank physical inventory count file. For example, you might do this if you plan to use hand-held devices for the physical inventory count and you will import the count results as a tab delimited or comma delimited file.
Generate for all items in the specified FilterClick Set Filter and use the filter to select the items you want to include in the physical inventory count file.
Generate for all items with a Last Counted date older than the specified dateEnter a date. Any items with a Last Counted date that is older than the specified date will be included in the physical inventory count file.
Exclude inactiveSelect this option if you want to exclude all inactive items from the physical inventory count file.
Exclude inactive where on hand quantity is not equal to zeroSelect this option if you want to exclude all inactive items from the physical inventory count file if the on hand quantity is zero, but include inactive items if the on hand quantity is any +/- value.
5. Click **OK**. Store Manager generates the physical inventory count file.
6. In the **Ref. Number** field, enter a reference number for the physical inventory count file, such Year End 2021. {% hint style="info" %} A reference number is required. If you do not specify a reference number, Store Manager can automatically generate one for you. {% endhint %} 7. In the **Description** field, enter a description as required. 8. Click **Save**. The physical inventory count file is created.
--- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.rmhpos.com/store-manager/manage-inventory/perform-a-physical-inventory-count/physical-inventory-count-generating-file.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.