Inventory counts

Updated by NIr Malchy

Inventory Counts is a tool to quickly reconcile your physical inventory to your Flourish inventory and any externally connected systems. Count inventory using the Flourish mobile app, scanner, in the web app, or print out the counts in a template to submit for review, and make adjustments for any discrepancies within the tool. Filter to certain areas (and other filters) to limit what inventory you're counting, and even configure the counts to be "blind" so that only a reviewer can access the expected counts by item or package.

Prerequisite

Go to Settings > Configuration

Under Inventory, there are two toggles to be reviewed:

  • Display inventory count options when starting a new count - When toggles on, this gives you the option to choose which inventory count you wish to perform
  • Hide expected qty in inventory counts - When this is toggled on, the expected counted quantity is hidden when performing the inventory count
For non-cannabis inventory, be sure there is an adjustment code configured with type "Inventory Adjustment." Find this under Manage Settings > Inventory, then edit Adjustment Codes.

Start an Inventory Count

  1. Navigate to Inventory > Inventory Counts.
  2. Select New Inventory Count.
  3. Select Inventory Count Type: Choose between Inventory Counts by Packages (quantity per package) or by Item (count packages per Item):

  1. When selecting Set the Areas to include in the Inventory count (see below)

There are two sets of filters:

1. Cannabis, Non-Cannabis, Locked or Unlocked (choose one, or the default is All)

2. Header filters to count by Area/Location or maybe a specific Batch/Lot, use the filtering capabilities. Otherwise, all Inventory under the facility will appear. Available header filters are:

  • Item
  • Item Description
  • Lot Number
  • Area
  • Location
  • Package ID
  • Item Category
  • Part Number
  1. Enter the counts per package or item line for:
    1. Available inventory (not assigned to order) or
    2. Assigned (assigned to an order but still in the facility)
  2. Click Submit for Review

Now, someone with User Role permission to Review Inventory Counts can log in to view the counts before completing them.

Once an Inventory Count is submitted for review, a reviewer will choose between three views:

  • All (view all inventory for the facility, counted or not)
  • Counted (only packages or items with counts submitted will appear)
  • Discrepancy Only (only those with a differing Actual vs. Expected Qty will show up)

From here, a reviewer can make the adjustments for all missing inventory with any notes needed for compliance reasons before completing the count or saving to return to later.

Avoid errors by using the Refreshing Inventory Count Details Feature!
Note that each adjustment follows the same rules as Inventory Adjustments from the package or item itself.

Set the Areas to include in the Inventory count

Set your Inventory Count to show you only the areas you want to include in the count!

  1. Go to Inventory
  2. Select Inventory Counts
  3. Click on New Inventory Count
  4. When selecting You will see the Areas to include in this Inventory Count (see below)
  5. Toggle 'On' the areas to include in this inventory count.
  6. Click Save.
  7. Start your Inventory Count.

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