Conducting a Physical Inventory
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Which Entry Item

In Which Menu

Special Instructions

1. Physical Inventory Count

Sheet

Inventory Reports

Print a Physical Inventory Count Sheet. Take the Inventory starting in one section of the store. Moving from shelf to shelf, mark the quantity on the sheet.

2. Change Quantity on Hand

Quantity on Hand

(Inventory Utility Menu)

Enter the new Quantity on Hand. For the “Reason” type “Physical Inventory”.

3. Quantity on Hand Audit

Report

Quantity on Hand

(Inventory Utility Menu)

Print this report to review the Quantity on Hand, with the “Total Dollars” of the Inventory.

4. Purge QOH Audit Items

Quantity on Hand

(Inventory Utility Menu)

This will save space on your system. Be sure the report is printed before purging.