Inventory Counting

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Inventory counts can be sped up considerably using HandiFox, especially when barcoding is involved. More than that, counting can be parallelized by having multiple employees count different parts of your stock with their mobile devices.

Counting Inventory in the Mobile App

Inventory Counting Screen of the Mobile App

To start counting inventory, go to Inventory → Inventory Counting. You will see a list of all your items that can be counted. You can count items by scanning, finding them on the list and typing in new quantities, or combining these two methods (scanning an item once to find it and then editing the new quantity).

Info-sign.png If you have over 5000 items, this screen will not list all of them and will work as a lookup instead. In this case using a barcode scanner is highly recommended, since finding items by filtering can take a long time.

A reference number can be specified for a counting session in the Ref. No. field, but it is not required.

You can Save your counting session if you need to leave it and continue later.

If you wish to discard the counts you have entered so far and start over, you can tap Clear.

To force a full inventory count, mark the Complete Inventory Counting checkbox. This will reset the quantities for every single item to zero, unless you enter a new count for it.

When you have finished with all the items you needed to count, tap Apply to finalize and submit your counting session. After that, it will be sent for manager approval.

Warning-sign.png After a counting session has been applied, a new one cannot be started right away. The existing counting session has to be approved/refused by a manager in the web app, and the mobile app has to learn about this status change through synchronizing before a new counting session can be started.

Printing out Inventory Counting Results

In the mobile app, you can print the results of a counting session by tapping Print on the Inventory Counting screen at any time. Printing is possible for a counting session in progress as well as one that has already been Applied (as long as it can still be viewed on the device).

Inventory Count Review and Approval

A newly submitted counting session showing in the Dashboard

Counting sessions submitted by mobile devices should be reviewed by a manager.

Counting sessions pending approval will be listed in the web app, under Inventory & Purchases → Counting Sessions. By default, counting sessions for all inventory sites are displayed, but they can be filtered for a specific site.

A newly submitted counting session being listed on the Counting Sessions page

To start reviewing counting results, mark one or more counting sessions using the checkboxes in the leftmost column, then click View. You will see the items counted in all sessions you marked with their old and new counts.

Viewing the results of a newly submitted counting session

If the same item was counted more than once (on different devices), all the counts will be added up in this list (provided that you are reviewing all the counting sessions together).

Use the checkboxes to mark all item rows that you want posted to QuickBooks, then click Apply. All other rows will be discarded!

You can also discard a counting session completely by marking it on the Counting Sessions page and clicking Void.