QuickBooks® Inventory
Control and Business
Management Software

Organize inventory count sheets by zones

ACCTivate! can provide optimal inventory count organization through the use of zones and the Multiple Location Control add-on feature to further simplify the inventory count process.

Multiple Location Control tracks inventory quantities in any location that is a step below the warehouse, such as aisles, racks, bin locations, on trucks or other company-defined areas. The feature also provides organized inventory count sheets that display the locations and zones in which the product is stocked.

The greatest organization is achieved by grouping locations into zones, which will separate count sheets by zone to allow for counting each independently. For instance, each zone can be assigned to a warehouse employee and each individual can enter their count and post it at anytime, independent of each other.

Zones can be used in any way that is beneficial to a business and its operations. For example, zones can be created based on temperature requirements, rate of turnover, locations (e.g. rack, bin, bulk storage and pallet as is used in the screen shots below) or any other use as defined by a business.

Organizing inventory count sheets by zones involves the following steps:

Setting up zones


1. Get the Multiple Location Control add-on feature, if you do not have it already.
   
   
   
2. Setup warehouse locations if that has not already been done (refer to the "Creating warehouse locations to track" section in the "How do I track and manage inventory by warehouse location?" help file).
   
   
   
3. After locations have been configured, go to the Configuration Manager in your ACCTivate! system (if you're not already there) and select Inventory > Locations.
   
   
   

The Warehouse Locations configuration option allows you to manage your locations into zones if the Multiple Location Control add-on feature is enabled.
4. In Warehouse Locations > Manage Locations screen, enter a zone name for all desired locations in the Zone column.
   
   Make sure the Warehouse drop-down near the top is set to the appropriate warehouse and that you set zones for all warehouses if necessary.
   
   Also, make all locations active that need to be, using the active checkbox.
   
   
   
5. Save the changes.
   
   
   

Organize the locations on the count sheet into zones by selecting Location, Product ID as the count sheet sequence.
Performing inventory counts with locations organized into zones


6. Perform the inventory count ( refer to "How do I perform inventory counts?", if necessary).
   
   Make sure that while in the Print Inventory Count Sheets window > Prepare tab, you select Location, Product ID from the Sequence drop-down.
   
   
   
7. When printing count sheets from the Print Inventory Count Sheets window > Print tab, the count sheet will be separated into different zones that can be independently distributed and counted.
   
   An inventory count sheet divided into 5 zones with each zone given a number on the left side of the report.
   
   
   
   
8. After the inventory has been counted, the count can be entered for each zone separately by different ACCTivate! users. Select Inventory > Enter Count to open the Inventory Count Entry window.
   
   
   
The count sheet is divided into 5 zones, in which each is selectable in the Inventory Count Entry window.
9. Each zone is designated a section number in the Section
   drop-down. The zone name will display to the right of the Section field.
   
   Select the appropriate Section and begin entering the count for the products in that zone.
   
   
   
10. Each zone (section) can be entered separately. Click the Post to Inventory button when you are certain that the count has been entered correctly.

Counting inventory by zones can help organize your physical inventory counts and save time when performing inventory counts.

Additionally, ACCTivate! provides a printable count sheet of your entire inventory within minutes and also has an optional mobile application to perform counts on a mobile device to allow for further time savings and efficiency.

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