Physical Inventory Introduction

Purpose: to be able to compare R2 inventory with the actual inventory in the warehouse by means of scanning equipment.

Physical inventory sessions can be:

Open: this status reflects that the session is ready

In Process: this status reflects that the session is in process and users are currently working with it

Closed: once a session is closed, it will update item statuses according to the physical inventory update. That is, if an item is marked as lost within the physical inventory session, it will updated as such in R2 as soon as the session is marked as closed.

Physical inventory can be done for a specific order, for the entire warehouse, for a department(s) or for an item(s)

From the Physical Inventory tool bar, select the New icon in the Physical Inventory window.

The Physical Inventory dialog appears as shown below

Required fields are: physical inventory id, physical inventory description and the user who is handling the work. These fields can be used to search for a batch later or for reporting purposes. Click on Order, Warehouse, Department or Item