If you are looking to perform a physical inventory for only some of your items, instead of a full inventory, you may choose to start a Filtered Inventory. A Filtered Inventory should only be used if you are looking to inventory specific vendors, categories, or locations in your store.
To start a Filtered Inventory:
- Navigate to Inventory > Physical Inventory > Start New Inventory.
- Select Filtered Inventory and click Next.
- Use the specific drop-down fields to filter your inventory to include specific categories, vendors, etc.
- Once you have finished making your selections, click Next and name your Filtered Inventory.
- Optional: Check the box to Include Layaways as Part of Inventory, if you are looking to include layaways.
- Click Finish to start your newly created Filtered Inventory.
You CAN perform Physical Inventory from multiple computers in the store at once.
Be sure on the other PCs to select the CONTINUE INVENTORY option, that way you are all scanning into the same inventory.