Inventory counts
Frequently asked questions about running inventory counts, editing task sheets, and managing count projects.
Can I run an inventory count across multiple locations at once?
Section titled “Can I run an inventory count across multiple locations at once?”No. Each inventory count is tied to a single location, and only the quantities in that selected location are updated when the count is submitted. To count inventory across multiple sites, create a separate count project for each location.
Can the team admin edit task sheets assigned to other members?
Section titled “Can the team admin edit task sheets assigned to other members?”Yes. Even if a task sheet is In Progress or Completed, team admins can open and edit any staff member's sheet. This is useful when an assignee is unavailable or when corrections are needed before the count is submitted.
What happens to items that aren't counted before submission?
Section titled “What happens to items that aren't counted before submission?”Any items included in the project but left uncounted are treated as out of stock and set to 0 when the count is submitted. To avoid this, make sure every item in your task sheets has been counted before the admin finalizes the project — or exclude items you don't intend to count when setting up the project.
Can I export inventory count results?
Section titled “Can I export inventory count results?”Yes. Before the count is submitted, select it and click Preview in the top-right corner to export to Excel or print. After a count has been submitted, open the count project and click View Results in the same place. In the Count Submission Results screen, you'll see an option to export to Excel, print, and review the Recorded, Counted, and Difference quantities.
The exported file combines all task sheets into one list by item.
When should I duplicate an inventory count project?
Section titled “When should I duplicate an inventory count project?”Use this feature when you need to count the same set of items again (e.g., monthly inventory checks, quarterly audits, or recurring cycle counts). Duplicating copies the location and item list from a previous count so you don't have to set it up from scratch. Task sheets are not copied.