Best Practices for Collecting Inventory Counts During Business Hours

This document will provide recommendations for clients who must count during business hours. Yellow Dogs best practice for performing a physical inventory is to capture counts outside of business hours, however; Yellow Dog understands that there are instances when this is not possible.

Effective Date & Time 

If counts are collected during business hours the user will want to set their effective date and time to be in the morning before counting starts (or 11:59pm the night before for users with roll up sales).  If you are uncertain if your POS utilizes summary roll-up sales or transactional detail sales, please visit the Yellow Dog Help Site

Tracking Items that have sold during counting

Counters will need to pay special attention to sales occurring in relation to when items are counted. If the count is collected before sales occur, then nothing additional needs to be done. However, if the sales occur before the count is collected the quantity sold will need to be added back to the collected count. This is because the those sold quantities were in inventory as if the selected Effective Date & Time.  

Adjusting Counts to Account for Sold Product

If counts need to be ‘added back’ users can choose to locate the item within a previously used Session, or they can create an additional session to account for items that were sold prior to being counted. 

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