Physical Inventory

Navigation: From the Main Menu press the Inventory Entry button and then press the Physical Inv. Button located at the top of the window.

Here you will enter the Physical Inventory Session. Here you can update your inventory in bulk. Enter the date that you counted the inventory press the Start New Session button located at the bottom of the Physical Inventory Session window.

• Before counting your inventory, it is useful to print either the Physical Inventory report or the Bin Count Sheet, so that you can write the actual quantities on the printed report.
• Select the Bin you would like to start with, using the drop down box. Choose items that have no bins attached to them by selecting the blank option.
• In the Qty column, enter the Quantity that you have counted for the item.
  • This column will update your Quantity on Hand. If your Available qty is less than your current Quantity on Hand in AutoFluent, make sure to include that qty in the amount you physically counted.
• You can use the yellow Search Boxes, and/or select a single Item Group by using the Find Group button.
• When you have completed your inventory count and updated the quantities, first press Print Report, then press the Close Session, Updating Inventory button.
• A warning will appear asking you if you are sure.
• You can choose the date you would like to post the adjustments to
• You can choose to put Catalog Cost, Last Cost or Average Cost in the Inventory History records.
• You can also leave any notes in the notes section.
• If you have the General Ledger module, it is recommended that you check the box to Post to the General Ledger.
• Press the Close Session button. A window will appear confirming that it is done, along with the number of adjustments that have been made, and the Batch #. You can find this batch in the Purchase Order window.