Count Master

Documentation

Table of Contents




The count master screen is a tool to be used for taking physical inventory of your stock on hands. A physical inventory may be taken as one count, or as multiple counts. The count master, in of itself, does not update the on hand quantities of your stock. The "Process Counts" function is used to consolidate active counts and updates stock on hands by creating an item adjustment transaction.

Count No.

Quasar displays the next available count number.

Description

The description of your physical count.

Date

The date of the physical count.

Location

The physical location of the stock being counted.

Employee

The employee creating the physical count.

Store

The store in which the physical count is being conducted.

Stock Entry Table

Use the stock entry table to enter your item count.

Item Search




Click on the item search button to search for an item in a large count.

Add Items



Click on the add items button to add items to the count table. You can add items in a department, subdepartment, item group, location or location group.

Clear Items

Click on the clear items button to clear all of the items in the count.

Not Counted

Click on the not counted button to add not counted items to the count. For example, if you are taking a physical inventory of 20,000 item and you have zero stock of 1500 items you can add them all to the count and set the stock to zero by using this function. You can add not counted items in a department, subdepartment, item group, location or location group.

Inactive?

Toggle on or off. Toggle on to set the count to inactive. Only active counts may be processed.

Action Icons



- Select the "Save" icon to save the changes to the count record.

- Select the "Undo" icon to remove any unsaved changes and display the original count record.

- Select the "New" icon to create a new count. If the open count record has not yet been saved, you will be prompted to save it.

- Select the "Delete" icon to delete the count record.

- Select the "Copy" icon to copy the contents of the count record to an alternate count record.

- Select the "Groups" icon to define the groups that the count will be linked to.

- Select the "OK" icon to file the record.

- Select the "Cancel" icon to cancel the changes to the record.