Manual stock counts are essential for ensuring inventory accuracy. Follow these steps to create, perform, and finalize a stock count in SalesVu.
1.1 Create and Export the Count Sheet
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Log in to the SalesVu portal.
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Navigate to Inventory > Count Sheets
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Click Create New Count Sheet
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Export the count sheet to use during the manual count.
- When you export the count sheet, you will see your product names, SKU, barcodes, units, on-hand QTY and areas as columns
Please find more detailed information on how to create a count sheet here
1.2 Perform the Manual Count
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Take the count sheet to the store.
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Manually count the inventory items and consolidate the information by product.
1.3 Start the Manual Entry in SalesVu
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Go to salesvu.com > Inventory > Count Sheets
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Select the count you created.
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Click Start Counting
1.4 Enter Inventory Data
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Input the quantities for each product into the system
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The system will automatically calculate the variance between the recorded quantity and the manual count
1.5 Review and Adjust Discrepancies
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Examine any positive or negative discrepancies identified by the system.
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Recount items with significant differences and update the information as needed.
1.6 Finalize the Count
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Click Commit to save the count.
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Enter the last cost price for each product or use the pre-filled last cost price
- Add notes to any negative adjustments
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Click Save to complete the process.
Advantages of Manual Stock Count in SalesVu
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Save Progress and Resume: You can save your progress during a count and resume it later if necessary
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Review and Correct Discrepancies: Large discrepancies between expected and counted quantities can be reviewed, recounted, and corrected before finalizing the count, ensuring accurate inventory records
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Real-Time Variance Calculations: The system provides immediate variance calculations, helping you quickly identify inventory shortages or surpluses before committing to the final count