How to Perform Inventory Counts in RepairDesk?

How to Perform Inventory Count in RepairDesk

Keeping your inventory accurate is crucial, but manually tracking stock levels can be time-consuming and prone to errors. The revamped Inventory Count module in RepairDesk gives you better visibility, faster workflows, and improved control over your stock. Review past counts, create a new count for a specific store, fetch items by criteria like 'Category' or 'Supplier', scan stock with audible feedback, review differences and shrinkage, and save your updated inventory.

Video Guide:


Inventory Count Status

The Inventory Count Dashboard categorizes counts into:

  • Paused – Counts that are in progress and can be resumed later.
  • Counted – Completed inventory counts that cannot be modified.

    • Sorting and Filtering Inventory Counts

    You can filter and sort inventory counts based on:

  • Count ID
  • Store Location
  • Employee who performed the count
  • Product Name
  • Status (Paused or Counted)
  • From and To Dates

    • Adding Items to the Inventory Count List

  • Click Add to Inventory Count List after selecting the necessary filters.
  • Select the employee responsible and name the count for record-keeping.
  • Use filters to refine the inventory list based on:
  •       Categories
  •       Manufacturers
  •       Devices
  • The system displays the System Quantity (stock recorded in RepairDesk).
  • Enter the Counted Quantity (physically verified stock) for each item.

    • Updating Inventory Stock Levels

  • Enable the trigger Update Inventory Level to adjust stock levels based on counted quantities.
  • Click Save to finalize and apply inventory changes.

    • FAQs:

    How can I download the Inventory Count report?
    Click on the Action button next to a completed Inventory Count and select Export as PDF or Export as CSV to download the report in the desired format.
    Why cannot I delete or update a Counted inventory count whereas I can delete or update a Paused inventory count?
    Paused Inventory Count can be updated and deleted because it is still in process and is incomplete.. However, those inventory counts which have the status of Counted have been completed and cannot be deleted or updated. These can only be viewed as these counts are completed in order to stop already finished inventory count from being tampered or manipulated and its record can be referred back to in the future.
    How can I count serialized inventory using the Inventory Count module?

    To enable serialized inventory counting:

    1. Go to Store Settings > Inventory > Inventory Count
    2. Enable the trigger for Serialized Inventory Count.

    Once enabled:

    • Serialized items will be available for counting.
    • If a serial number is not counted, it will be marked as lost and cannot be used in sales transactions.

    To count serialized items:

    1. Add serialized items to the Inventory Count list.
    2. Click Count Serials.
    3. Manually enter or scan barcodes for serials.

    1. Any uncounted serial numbers will be automatically marked as lost.
    2. Counted serials will be shown on the right side of the popup.

    Note: If user doesn't count serials then they will be marked as Lost.

    Where can I view lost serials?
    Lost serials can be found in Manage Inventory, where items marked as lost are listed separately.
    How can I input a price for inventory increases during a count?

    If inventory increases during counting, you can manually input the price for new stock. To enable this:

    1. Go to Store Settings > Inventory > Inventory Count
    2. Enable the trigger to allow price input for added stock.
    Can I hide the default counted values for serials?
    Yes, you can enable the Hide Default Count for Serials trigger under Store Settings > Inventory > Inventory Count. This ensures employees manually enter each count instead of relying on pre-filled expected values.

    How can I count Trade in Items under Inventory Count Module?
    You can count trade-in items under the Inventory Count Module by enabling the Allow Inventory Count for Trade-In trigger in settings. Once enabled, trade-in items appear in the category field, allowing you to add and scan them. Lost trade-in items are marked in red and can be restored from the Trade-In Listing Page. You can also track lost items through the Trade-In Report.