The Physical Inventory Wizard allows you to select what is being inventoried.  You can do a full inventory of the entire store or a filtered inventory for selected criteria (locations, vendors, collections, categories, etc.)  

Only one full inventory can be open at a time.  There is no limit to the number of open filtered inventories.  See FAQ section at end of this document for more information on running multiple inventories at once.

NOTE:  If you are using multiple computers, follow the directions below to first START the inventory, then from the other computers click Inventory > Physical Inv. > Continue Inv.

To start an inventory:

1. Click Inventory > Physical Inventory > Start New Inv.  The Physical Inventory Wizard will appear.  Click Next to begin.
   
    
2. Choose whether doing a Full Inventory or Filtered Inventory, then click Next.  Only one full inventory can be open at a time.  
   NOTE:  If this option is greyed out, you must finish or cancel the existing inventory.  There is no limit to the number of Filtered Inventories you can have open at once.
    
3. If doing a Filtered Inventory, use the Selection Criteria drop-downs to set one or more parameters for items to be included in this inventory.  
   NOTE:  Leaving a drop-down blank will automatically include all values.
   
   Choose criteria and click Next.  If doing a Full Inventory, this step is skipped automatically.
   
   
    
4. Enter a Physical Inventory Name, choose whether Layaways should be included, then click Next.
   
   
    
5. Click Finish.  The inventory is now created, and the Scanning window will appear.  

Step 1 Tutorial Video

See Step 2 - Perform the Inventory for the next step in the inventory process.