ServiceFlow Pro Docs
Inventory & Manufacturing

Count Sheets

Physical inventory counts and adjustments.
5 min read

Count Sheets

Overview

Count sheets support physical inventory counts—compare what is on the shelf to what ServiceFlow shows, then apply adjustments with optional approval workflow.

How to access

  • List — Inventory → Count Sheets (/inventory/count-sheets)
  • Create / edit — New or open an existing sheet
Requires inventory permissions; approve actions need inventory:approve (or equivalent).

What you can do today

  • Create count sheets by location and count date.
  • Run blind counts (hide system quantity from counters) when enabled.
  • Enter counted quantities per item; see variance vs system.
  • Submit for approval when your process requires a second pair of eyes.
  • Approve or reject with notes (approvers).
  • Apply approved counts to update on-hand inventory.
  • Filter by status, location, and date range.
Typical statuses: In progress → Pending approval → Approved/Rejected → Completed (or Cancelled).

Prerequisites

  • Active inventory locations.
  • Items assigned to the location being counted.
  • Clear ownership: who counts vs who approves.

Step-by-step

Start a count

  1. Inventory → Count Sheets → New.
  2. Select location and count date.
  3. Optionally enable blind count.
  4. Add items (or load location items per your workflow).
  5. Save as In progress.

Enter counts

  1. Open the count sheet.
  2. Enter counted quantity for each line.
  3. Review variance columns.
  4. Save progress.

Submit and approve

  1. When counting is complete, Submit for approval (if your business uses approval).
  2. An approver opens the sheet → Approve (applies to inventory) or Reject with a reason.
  3. If approval is not required, Apply to inventory when your role allows direct apply.

After apply

  1. Verify on-hand on Inventory list for the location.
  2. Investigate large variances—consider Return Receipts or PO corrections if the root cause was receiving errors.

Current limitations

  • Count sheets are location-scoped; multi-location single sheet is not supported.
  • Cycle counting schedules (auto-generated recurring counts) are not fully automated today.
  • Mobile-optimized count entry exists in web UI; dedicated offline count mode is limited.
  • Applied counts overwrite location quantity—they do not create separate adjustment reason codes per GL account.

Roadmap

  • Recurring cycle count templates by ABC class.
  • Mobile barcode scan for count entry.
  • Variance thresholds that block apply without manager sign-off.

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