Do an inventory count

An inventory count helps to make sure that your organization has accurate product quantities.

Make sure that your user account has the Financial > Inventory Counts > Add/Edit permission.

Note: After you select Start Count in step 6, you cannot change the inventory count's:

Date and time
Department or business unit
Inventory location

To do an inventory count, do this procedure.

Note: As an alternative, you can use ezyVet Scan to do inventory counts and sync them to ezyVet.More

Select Financial.
Select Inventory Count.
ezyVet shows a New Inventory Count screen.
If necessary, use the Date & time box to enter the date and time when you started the inventory count.

Note: The Date & time box automatically records the date and time when you start the inventory count. If necessary, you can change it to a date and time that occurred less than one month before today. After you select Start Count, you cannot change the date and time.
In the Department box, select the applicable department or business unit.

Note: If your site does not use a department configuration or a business unit configuration, ezyVet does not show the Department box.
In the Inventory Location box, select the applicable inventory location.
Select Start Count.
ezyVet shows a confirmation message:
If necessary, in the Comments box, enter information about the inventory count.
For example, enter why you did the inventory count, or the damaged or expired products that you found.
Note: A comment can have a maximum of 500 characters. When you select a different area of the screen, ezyVet saves the comment. After you approve or deactivate the inventory count, you cannot change the comment.
To add a line item for each product and batch at the inventory location in one step, do the procedure given in Pre-populate an inventory count. Then go to step 11.
Note: An inventory count can have a maximum of 5,000 line items. If the inventory location has more than 5,000 products and batches, do more than one inventory count.
In the Product box of the applicable line item, select a product.
The In inventory column of the line item shows the quantity of the product that you recorded previously.
If the line item is for a batch-tracked product, use the Batch column to select a batch.
The Batch expiration column shows the expiration date of the batch that you selected:
In the Count box of the applicable line item, record the quantity of the product.
The Change column of the line item shows the difference between the quantity of the Count column and the quantity of the In inventory column:
Select Add new line.
ezyVet adds a line item.
Do steps 9 thru 11 again for the remaining products that you count.
Note: To remove each line item from the inventory count and start again, select Clear count. Then, in the Clear this count? pop-up window, select Clear. ezyVet removes each line item and keeps the inventory count record. ezyVet does not change the product quantities of the inventory location, because an inventory count changes product quantities only after approval. If the inventory count has no line items, the Clear count button is not available.