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Running an Inventory Count

Inventory Counts let you run structured counting cycles to keep your stock records accurate. You can assign them to specific team members, set a timeframe, and configure exactly what gets counted.


Creating an Inventory Count

  1. Go to your stock location and open the Inventory Counts tab

  2. Click Create and assign a team member

  3. Set a start date and end date

  4. Optionally, make it recurring - weekly, bi-weekly, monthly, quarterly, or annually


What gets counted?

By default, all materials in the location are included.

Click Show Additional Settings to filter by:

  • Category: Count only specific types of materials

  • Position: Count only materials in a specific bin, aisle, or shelf

  • No position assigned: Count materials that haven't been located yet

  • Custom List: Manually select exactly which materials to count


How counting works

Inventory Counts are created from the web but completed from the mobile app. The assigned team member receives the count on their phone and walks through it in real time, no clipboards or manual reconciliation needed.


What about the mobile app?

Once a cycle count is created and assigned from the web, the assigned user can:

  • Open the count in the Ply mobile app

  • See exactly which materials to count

  • Enter the quantities

  • Submit the count when done

Quick, easy, and mobile-friendly.


Still need help? Contact Support!

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