Inventory Count Worksheet
Report Guide for Users
What this report shows, the choices you make when running it, and how to read each section.
What this report is for
The Inventory Count Worksheet is a printable sheet you can use to do a physical inventory count. It lists every inventoried product at the site(s) you choose, along with what the system currently shows on hand, and leaves a blank column so staff can write in the actual count while walking the floor or stockroom.
How the report works
The report pulls every active, inventoried product at the site(s) you select, along with its current system balance. You can narrow the list down by category or by specific product if you only want to count part of your inventory in one pass.
The choices you make when running it
These are the settings available. Everything else is calculated automatically.
1. Where to count
| Setting | What it does |
|---|---|
| Site | Choose one or more sites to include in the count. |
2. What to count
| Setting | What it does |
|---|---|
| Item Category | Narrow the worksheet down to one or more product categories. Leave all selected to include every category. |
| Product Search | Type part of a product name to narrow down the Product list below to a more manageable size before picking from it. |
| Product (first 150 shown) | Choose one or more specific products to include. Leave all selected to include every product matching your category and search filters. Only the first 150 matching products are listed at a time, so use Product Search to find a specific item quickly. |
Columns on the report
| Column | Description |
|---|---|
| Site Name | The site where the product is stocked. |
| Product Name | The name of the product. |
| Category Name | The category the product is assigned to. |
| Manufacturer Name | The manufacturer of the product. |
| Supplier Name | The supplier the product is purchased from. |
| Unit Cost | What you pay per unit of the product. |
| Unit Price | What you sell the product for per unit. |
| Current Balance | What the system currently shows on hand for that product at that site. |
| Product Id / Product SKU | Identifiers for the product, useful for looking it up elsewhere in Aluvii. |
| Actual | A blank column left for staff to hand-write the actual quantity counted during the physical count. |
How to read the layout
Print the worksheet after selecting the site(s), categories, and/or products you want to count, then use the blank Actual column to record what's physically on the shelf. Comparing that against the Current Balance column afterward will show you where your system numbers and physical stock don't match, so you can make any needed inventory adjustments.
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