How to Log Counted Inventory (Execute the Audit)

Once a Cycle Count is in Processing status and inventory is frozen, technicians can begin the physical audit.

Step 1 – Open the Active Cycle Count

1. From Parts & Supplies → Cycle Counts, open the List tab.
2. Click the specific Cycle Count you are performing.
3. Ensure its Status is Processing.

Step 2 – Open the Count Form

1. On the audit dashboard, click the More (⋯) action menu in the top‑right corner.
2. Select Count.

Step 3 – Enter Physical Quantities

The Count Inventories window opens.

1. Ensure you are on the Uncounted tab.
2. Locate the part you have just physically counted on the shelf.
3. In the Quantity field, type the exact number of units you found (even if the number is zero).
4. Click Submit to log the count.

Step 4 – Verify Your Progress

After submission:

• The item is automatically removed from the Uncounted list.
• To review completed entries, click the Counted Inventories tab in the audit sidebar.

There you can see:

• Who counted the item.
• When it was logged.
• The physical quantity recorded.

tip: Complete all items before finishing Once every item has moved from Uncounted to Counted, you can safely change the Cycle Count status to Completed and unfreeze inventory.