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.

By default, all materials in the location are included.

Click Show Additional Settings to filter by:

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.

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

✅ Double-check the location before starting a count, especially on mobile.

If a count is accidentally started and finished on the wrong truck, undoing it isn't self-serve — it requires support and engineering to manually revert the quantities. See Common issues & fixes below.

✅ If you're assigning the same set of materials to be counted across several locations, verify each location's list independently once the count is created.

This setup has had issues in real cases where locations ended up incorrectly linked to each other's data. Confirm each location shows its own materials before your team starts counting.

✅ If you need to log a reason for an adjustment (e.g., damaged, lost, internal use), do it while scanning the item — not during the count review.

There's currently no field to add a reason directly to a material while running an inventory count adjustment; see Common issues & fixes below for the workaround.

"I can't find a place to add a reason for an adjustment while running the inventory count."

Correct — this isn't currently supported as part of the Inventory Count flow itself. We've shared this as feedback with our Product team. In the meantime, if you need a reason logged for an adjustment, do it while scanning the item instead, see How to update stock items consumed for internal use for the reason options available there (Internal Use, Damaged, Lost, Expired, Correction).

"A team member finished a count on the wrong truck/location by mistake."

This isn't a self-serve undo, reach out to support with the location name and the count in question. In a real case, our engineering team reverted the finished count, restored the previous quantities, and set the count back to "In Progress" so the team could redo it on the correct location. We'd also recommend a quick spot-check of a few item quantities on the affected location afterward to confirm everything looks right before moving on.

"My cycle count shows an item count for a location, but clicking into it shows no materials — this is happening on several locations."

This can happen when the same set of materials is being counted across multiple locations, and those locations end up incorrectly linked to one "primary" location's data behind the scenes, so every location except the primary one appears empty. This has required an engineering fix in the past. If you're seeing this, contact support with the affected location names and confirm whether each location should have the same materials or a different set; that answer helps us fix it correctly.

"Cycle count quantities don't match what I know is in the warehouse."

If this doesn't resolve after checking for an obvious cause (wrong location, count still in progress, etc.), reach out to support with the specific location and materials affected; this is the kind of discrepancy our engineering team has resolved directly in past cases.

"The Category/Subcategory filter isn't working correctly when assigning a cycle count on mobile."

This was a confirmed bug that has since been fixed. If you're still seeing incorrect filtering behavior during cycle count assignment, let us know; it may be a different issue.

Can more than one person be assigned to the same count?

Assign it to the team member responsible for that count, if you need multiple people involved, check with support on the best way to split it across locations or time periods.

Does a recurring count automatically use the same settings each time?

Yes, a recurring count repeats with the same filters (category, position, custom list, etc.) and location each cycle, at the frequency you set.

Can I edit a count after it's been created but before it's completed?

If you need to adjust a count already in progress, reach out to support to confirm what can be changed without needing a full revert.

Quick, easy, and mobile-friendly.