> For the complete documentation index, see [llms.txt](https://www.boxhero.io/docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://www.boxhero.io/docs/other-features/inventory-count.md).

# Inventory Count

Inventory counts help reconcile discrepancies between your actual inventory and the system’s recorded quantities so your records stay accurate and up to date.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fgit-blob-69904196358588adf942c0f52045a380e417886b%2F%E1%84%8C%E1%85%A2%E1%84%80%E1%85%A9%20%E1%84%8C%E1%85%A9%E1%84%89%E1%85%A1%20(1).png?alt=media" alt=""><figcaption></figcaption></figure>

***

## Key Highlights

* Supports multiple users working simultaneously
* Integrates with barcode scanners for faster entry
* Allows for full or partial inventory counts
* Compatible across desktop and mobile devices

{% embed url="<https://customer-0jrbilsa8yt3k758.cloudflarestream.com/eff5dd436b7e50f5fbac6e0c06400986/iframe?poster=https%3A%2F%2Fcustomer-0jrbilsa8yt3k758.cloudflarestream.com%2Feff5dd436b7e50f5fbac6e0c06400986%2Fthumbnails%2Fthumbnail.jpg%3Fheight%3D1080&letterboxColor=transparent>" %}

## How to Conduct an Inventory Count

{% stepper %}
{% step %}

#### Create a New Count

The **team admin** initiates a new inventory count project. Choose the **location** and select the **items** to include.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2FLkLC5t3z2uD11GrzgHnR%2Finventory%20count-new.jpg?alt=media&amp;token=7bb5eab7-2777-4dba-a1d7-545959ee1be1" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
When the inventory count is finalized, **only the quantities in the selected location** will be updated.
{% endhint %}
{% endstep %}

{% step %}

#### Assign Task Sheets

The admin creates <mark style="color:$primary;">`Task Sheets`</mark> and assigns each sheet to an **assignee**. You can create multiple sheets in one project (e.g., by storage area or display section).

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fvqjmnde0z5MCzp9Gpv1p%2Finventory%20count-empty-add%20task%20sheet.jpg?alt=media&amp;token=4bb3a1e2-503e-4f44-b1eb-f3a246f83f1e" alt=""><figcaption></figcaption></figure>

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fs6OHuUDp7Bu3a9uqX7cg%2Finventory%20count-add%20task%20sheet%20example.jpg?alt=media&amp;token=9235706c-f0f2-449b-ab39-b0b71e53cc0f" alt=""><figcaption></figcaption></figure>

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2FdEjfpg0CVZdrjlHsitqZ%2Finventory%20count-multiple%20task%20sheets.jpg?alt=media&amp;token=09347616-a813-4ab0-9ffd-836d20512a80" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
To total quantities, add **multiple task sheets** within the *same* inventory count. Quantities are ***not*** combined across separate inventory counts.
{% endhint %}
{% endstep %}

{% step %}

#### Start Counting

Assignees select their assigned task sheet and **count items** by **searching** for them or **scanning** **barcodes**.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2FooLZJyVUYURLpqSvysje%2Finventory%20count-task%20sheet-barcode%20scanning.jpg?alt=media&amp;token=9724b82d-3e60-423c-80d1-b482023d07c4" alt=""><figcaption></figcaption></figure>

You can **save a draft** to pause. The sheet status changes to "**In** **Progress**."

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2FymNDEiu7qfl6fafKhxef%2Finventory%20count-in%20progress.jpg?alt=media&amp;token=072716c4-811b-4a32-843d-87082fdcfea3" alt=""><figcaption></figcaption></figure>

**Task Sheet Status**

* <mark style="color:$primary;">`Not Started`</mark>: The assignee has not begun counting the items in the sheet.
* <mark style="color:$primary;">`In Progress`</mark>: Counting has started but is not finished.
* <mark style="color:$primary;">`Completed`</mark>: All items in the sheet have been counted; it's ready for the admin’s review.

{% hint style="info" %}
Even after completing a task sheet, you can still edit it **until the admin submits the inventory count.**
{% endhint %}
{% endstep %}

{% step %}

#### Review & Submit

When all task sheets are complete, the project status changes to "**Awaiting** **Review**."

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2F1df3o3WinRocoDK2VsUv%2Fframeit_2026-08-21T00-40-34.jpg?alt=media&amp;token=b0ec7d84-eade-4fee-8352-2b3ec2065109" alt=""><figcaption></figcaption></figure>

**Inventory Count Status**

* <mark style="color:$primary;">`In Progress`</mark>: Assignees are counting and updating task sheets.
* <mark style="color:$primary;">`Awaiting Review`</mark>: All task sheets are complete and waiting for the admin to review.
* <mark style="color:$primary;">`Submitted`</mark>: The count is finalized. All task sheets have been reviewed and closed by the admin.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2FJfeLUjufV4h1wphiKEiA%2Finventory%20count-preview%20and%20submit.jpg?alt=media&amp;token=b1c7d00a-8a9f-4600-a28c-409151959901" alt=""><figcaption></figcaption></figure>

Clicking <mark style="color:$primary;">`Preview`</mark> opens the "**Count Preview**" screen, where the admin can compare starting quantities against counted quantities for each item, along with the difference. The results can be reviewed directly on screen or downloaded via <mark style="color:$primary;">`Export to Excel`</mark>.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2FP7DF5L7EF3MtmSfyKZRs%2Finventory%20count-preview.jpg?alt=media&amp;token=35b65188-f37e-4641-96da-f6167342beab" alt=""><figcaption></figcaption></figure>

After reviewing the counted results, the admin clicks <mark style="color:$primary;">`Submit`</mark> to apply the counted quantities to current inventory levels. Once submitted, the new quantities are immediately reflected in inventory via an <mark style="color:$primary;">`Adjust Stock`</mark> transaction, and the count status changes to "**Submitted"** with a completion timestamp.

<figure><img src="https://687823928-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FlRf1QqJGoevCQqGbfI80%2Fuploads%2Fc2MzbO2L7XeJlnsl7Cwn%2Finventory%20count-submit-confirm.jpg?alt=media&amp;token=39fc957e-6824-4d14-ba4c-2ceecf44d73a" alt=""><figcaption></figcaption></figure>

{% hint style="danger" %}
**Note:** Any items included in the project but **left uncounted** are treated as **out of stock** and will be set to **0**.
{% endhint %}
{% endstep %}
{% endstepper %}

***

## Mobile Inventory Counting

The [BoxHero app](https://www.boxhero.io/download) lets you input inventory quantities in the same way. You can use your phone camera or an external barcode scanner for data entry.

{% embed url="<https://customer-0jrbilsa8yt3k758.cloudflarestream.com/d82b9b7e0d1c446daf339b37ffd4bc1f/iframe?poster=https%3A%2F%2Fcustomer-0jrbilsa8yt3k758.cloudflarestream.com%2Fd82b9b7e0d1c446daf339b37ffd4bc1f%2Fthumbnails%2Fthumbnail.jpg%3Fheight%3D1080&letterboxColor=transparent>" %}

***

## Frequently Asked Questions

**Looking for more info?** Check out our FAQ on inventory counting.

{% content-ref url="/spaces/mkYNU2xLl20GSI6NQQ6q/pages/4NCH82QciQbXlUNMNT4Z" %}
[Inventory counts](/docs/faq/inventory-and-transactions/inventory-counts.md)
{% endcontent-ref %}
