How to perform a partial count

 Heads up

You must count all products belonging to the selected groups in a partial count otherwise they will be set to quantity a of 0 when you post your count. Review uncounted products by clicking on Not Counted in the top right hand corner, or on the bottom half of the variance report screen before posting.

How To

How do I perform a partial inventory count?

Follow these steps

A partial count is an inventory count of a specific section of your store, whether it be an entire category, subcategory, subsubcategory, brand, supplier, sub vendor, or shelf location. When you perform a partial count you must count everything in the specified section, anything not counted is set to zero.

Setting up a partial count and counting products

To perform a partial count, follow these steps.

  1. Select Products > Count Inventory, then select New Count.
  2. Give your count a Name, choose Type - Partial Count, and select an inventory Location.

  3. Now choose how you're going to filter the count. You can choose from any combination of category, subcategory, subsubcategory, shelf location, brand, supplier, and sub vendor. Once complete, select Submit.
  4. Record the quantities of each product you count using Quick Add Product if you're not using a scanner, or Rapid Count if you are using a scanner.
    • To use Quick Add Product, start by typing either the product name or SKU in the Product field to search for the product, then enter its Quantity. Once the product and quantity are correct, select Add.
    • To use a scanner with Rapid Count, select Actions > Rapid Count and follow the prompts. See the article How to use rapid count.
  5. Optional: To find a product that you've already counted, use the Go to an Existing Count > Go To Product field to search for it and select Go.

Once you're done counting your next step is to look at the variance report.

Handling variances

Variances occur when the number of units you've counted differ from the number of units on hand in the GT Backend. Some stores require you to add a reason for each discrepancy before posting.

To view a count's variance report, follow these steps.

  1. From an un-posted count, select Variance Report.

  2. The variance report shows you the quantity counted during the partial count, the current inventory as it is recorded in the GlobalTill Backend, and the difference between the two.

If you've miscounted and you need to correct your count, follow these steps.

  1. From the variance report, select Go Back.

  2. Select the Pencil icon of the product you want to correct.

  3. Edit the Product, the Quantity Counted, and select Submit.

If the count is correct, there is a variance, and your store requires reason codes, follow these steps.

  1. From the variance report select the icon under the Modify column for the product with the variance.

  2. Select a Reason for the variance, enter any Notes to explain the situation, and then select Submit.

  3. You will see a notification confirming that the reason was recorded in the variance report.

Once all variances are corrected or accounted for, or if your store doesn't require reason codes, you can post the count.

Posting an inventory count

To post a partial count, follow these steps.

  1. From an un-posted partial count's variance report, select Post Inventory Counts. You'll be asked to confirm before any changes happen. Remember, all products under the not counted list are automatically set to zero once posted.

  2. Once a count is posted, the Inventory Tab of a product page will be updated. Adjustments due to a posted Inventory count are marked as a Count.

Frequently asked questions

  1. Can I perform a count while my store is open?
    It depends. Inventory is adjusted when your count is posted. This means if you begin a count during business hours and process sales before the count is posted, the starting number of units you're counting against may no longer be accurate at the time you post the count.
    For example, you have ten units of Widget K on hand when you begin your count. If you count ten units, but sell one unit before posting the count, your inventory will be adjusted to ten units when posting the count. This offsets the sale transaction and overstates the actual on hand inventory by one unit.
    If you choose to perform a count during business hours, keep track of each item sold and adjust the number of units after you post your count.
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