This article is part of the Inventory Counts feature of the R365 Red App. To learn about Inventory Counts via web browser, click here.
Inventory Counts can now be created and entered directly from the R365 Red App. Users can view a listing of all in progress, complete, and approved counts directly from the Inventory Counts list view. When creating a new Inventory Count, Users can select from a variety of Inventory Templates for the selected Location and easily navigate between items as they are being counted.
If inconsistencies exist from the previous count to the current count, alert flags will be displayed next to the item entry so that Users are immediately made aware and can recount an item if necessary before marking the count as 'Complete'. Completed counts are locked from edits by lower level Users and can be reviewed and approved via web browser by higher level Users.
Click here for a printable guide on Inventory Counts in the R365 Red App.
This article covers the following topics:
- Inventory Counts List
- Create and Enter an Inventory Count
- Entering an Inventory Count with Barcode Scanning
- Review and Approve an Inventory Count
The Permissions listed here are associated with Inventory Counts. These Permissions can be added to Custom User Roles or single Users. Learn more about managing Permissions and Custom User Roles here.
Inventory Count Permissions are found in the Permission Tree as follows:
- Inventory Counts
- View Inventory Counts
- View Count Distribution Tab
- Edit Count GL Posting Status
- Edit Inventory Counts
- Create Inventory Counts
- Unlock Inventory Counts
- Approve Inventory Counts
- Unapprove Inventory Counts
- Delete Inventory Counts
- Inventory Counts
Learn more about User Setup and Security here.
Create and enter an Inventory Count by logging into the R365 Red App, clicking the menuicon, and then selecting 'Inventory Counts'. This will open the Inventory Counts list.
Inventory Counts List
The Inventory Counts list displays all Inventory Counts, which are organized into tabs by their count status. Statuses include:
- In Progress
Users conducting the counts can view information listed on all tabs but can only update counts with a status of 'In Progress'. Therefore, Users can either select and update an 'In Progress' Inventory Count from the 'In Progress' tab or create a new Inventory Count.
Create and Enter an Inventory Count
Inventory Counts can be easily created from any tab in the Inventory Counts list view. Once created, a count can be manually updated at any time until the count is marked as 'Complete'. Click here to learn more about creating and entering Inventory Counts.
Entering an Inventory Count with Barcode Scanning
When Barcode Scanning is enabled, Users can also enter Inventory Counts using the Barcode Scanner. To learn more about entering Inventory Counts using Barcode Scanning, click here.
Review and Approve an Inventory Count
Once a count is marked as 'Completed', Users are locked out of making any additional updates, and the count is then sent for review, which will need to be completed via web browser. Click here to learn more about reviewing and approving Inventory Counts.