Inventory Count Process

The stock count process should not be done while sales or purchases are being processed.    

It is a four part process which requires: 

1. Inventory manager or supervisor creating a stock count file for the location where the inventory is being counted

2. Staff count the inventory by clicking on the inventory count app on the dashboard

3. Manager or supervisor review the inventory comparison report

4. Manager or supervisor close the inventory count process for the location. 

Repeat These steps for each location

Start the stock count process by creating the inventory count sheet

Log into Costbucket and click on Cost Accounting

1. Go to the left menu and scroll to Reports

2. Next go to Detail Reports

3. Select Step 1 in the Create / Print inventory Count Sheet

Step 1. Create the inventory stock count sheet

1. Select the inventory location 

2. Select "Make new stock check data file" on the Action for Stock Check Freeze.

3. Print and Process

Step 2. Inventory Count Process

Staff sign into Costbucket dashboard and click on the inventory count app where they search for products and add to the cart and include the quantities and any notes they may need to log. 

• Select Inventory location and click the set location button

• Select the method you will be counting for each product ie (are you counting how you purchase the units example by the box or are you counting how you store and manage the products example each unit in the box)

• Add quantity and notes where required and click at to cart button

• Item Box supports multiple products added in bulk by search in general for a word and click Select All then click add to cart

• Review and update product quantity and notes then select Submit button for the required location

In this example 200 patties were counted.  Click the add button.   This shows then that the patties are purchased as 25 unites per case which is equivalent to 8 cases.

Repeat the process and click submit.  Do not leave the screen open and walk away for extended periods without clicking submit as the session count time out. 

Step 3.  The manager review the Inventory counted and close the process for each location

• Return to Cost Accounting app

• Click on detail reports on the left menu

• Step 2 Close the inventory process

• For each location, click on the drop down menu and click the Close Stock Counting button to process the count and update the inventory