# Inventory Count

<figure><img src="/files/OMZXVux11vZ6PR2KdvsA" alt=""><figcaption></figcaption></figure>

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## 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

<figure><img src="/files/Yc9e1ldCeB6urW2Mfd6A" alt=""><figcaption></figcaption></figure>

## 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="/files/kdFbRhG2Gmo3QhdAUMCQ" 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:blue;">`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="/files/4WGij6PsZAyAZxSXylPj" 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="/files/4pbLXJp0fs4GsTwneTKP" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/KNs9YkEaJmMR4DF3Ho5Q" alt=""><figcaption></figcaption></figure>

**Task Sheet Status**

* **Not Started**: The assignee has not begun counting the items in the sheet.
* **In Progress**: Counting has started but is not finished.
* **Complete**: All items in the sheet have been counted and it is ready for the admin’s review.

{% hint style="info" %}
Even after completing a task sheet, you can still edit it **until the admin submits and 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="/files/jrazjIDXKLp9DQDbSYrI" alt=""><figcaption></figcaption></figure>

**Inventory Count Status**

* **In Progress**: Assignees are counting and updating task sheets.
* **Awaiting Review**: All task sheets are complete and waiting for the admin to review.
* **Submitted**: The count is finalized. All task sheets have been reviewed and closed by the admin.

Clicking <mark style="color:blue;">`Preview`</mark> opens the "**Transaction 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:blue;">`Export to Excel`</mark>.

After reviewing the counted results, the admin clicks <mark style="color:blue;">`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:blue;">`Adjust Stock`</mark> transaction, and the count status changes to "**Submitted"** with a completion timestamp.

{% embed url="<https://customer-0jrbilsa8yt3k758.cloudflarestream.com/65fafe5450b2c44310c617accb47fdd9/iframe?autoplay=true&controls=false&letterboxColor=transparent&loop=true&muted=true&poster=https://customer-0jrbilsa8yt3k758.cloudflarestream.com/65fafe5450b2c44310c617accb47fdd9/thumbnails/thumbnail.jpg?height=1080&preload=true>" %}

{% hint style="danger" %}
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 mobile 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?autoplay=true&controls=false&letterboxColor=transparent&loop=true&muted=true&poster=https://customer-0jrbilsa8yt3k758.cloudflarestream.com/d82b9b7e0d1c446daf339b37ffd4bc1f/thumbnails/thumbnail.jpg?height=1080&preload=true>" %}

***

**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 %}


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