Pre-populate an inventory count
To quickly do a full inventory count of an inventory location, add a line item for each product and batch at the inventory location in one step. You do not add each line item manually.
- Make sure that the inventory count is not approved and is not deactivated.
- Make sure that your user account has the permission.
- Make sure that your user account has access to the department or business unit of the inventory location.
The inventory count has a line item for each applicable product and batch at the inventory location. Before you approve the inventory count, you can change each line item.
- ezyVet adds only the products that it records in inventory.
- ezyVet adds a line item for each batch of a batch-tracked product. When the recorded quantity of a batch that is not expired is 0, ezyVet also adds the batch. When the recorded quantity of an expired batch is not 0, ezyVet adds the expired batch.
- When the recorded quantity of the unallocated inventory of a batch-tracked product is not 0, ezyVet adds the unallocated inventory. The line item starts with a quantity of 0. When you approve the inventory count, ezyVet removes the unallocated inventory.
- If the recorded quantity of a product is a negative number, the line item starts with a quantity of 0. The In inventory column shows the negative number.
- ezyVet does not change or duplicate the line items that are in the inventory count. If each applicable product is in the inventory count, ezyVet shows No items were added to the count.
- Count each product and record the quantity in the Count box of each line item. For more information, refer to Do an inventory count.
- Do the procedure given in Approve an inventory count.