R365 Red App: Inventory Counts Overview

This article is part of the Inventory Counts feature of the R365 Red App. To learn about Inventory Counts via web browser, click here. 

Inventory Counts can now be created and entered directly from the R365 Red App. Users can view a listing of all in progress, complete, and approved counts directly from the Inventory Counts list view. When creating a new Inventory Count, Users can select from a variety of Inventory Templates for the selected Location and easily navigate between items as they are being counted.

If inconsistencies exist from the previous count to the current count, alert flags will be displayed next to the item entry so that Users are immediately made aware and can recount an item if necessary before marking the count as 'Complete'. Completed counts are locked from edits by lower level Users and can be reviewed and approved via web browser by higher level Users.

Click here for a printable guide on Inventory Counts in the R365 Red App.

Security

Navigation

The Inventory screen can be accessed by tapping Inventory from the mobile navigation menu. 

Inventory Counts List

The Inventory Counts list displays all Inventory Counts, which are organized into tabs by their count status. Statuses include: 

• In Progress

• Completed

• Approved

Users conducting the counts can view information listed on all tabs but can only update counts with a status of In Progress. Therefore, users can either select and update an In Progress inventory count from the In Progress tab or create a new inventory count.

Create and Enter an Inventory Count

Inventory counts can be easily created from any tab in the inventory counts list view. Once created, a count can be manually updated at any time until the count is marked as Complete. Click here to learn more about creating and entering Inventory Counts.

Entering an Inventory Count with Barcode Scanning

When Barcode Scanning is enabled, Users can also enter Inventory Counts using the Barcode Scanner. To learn more about entering Inventory Counts using Barcode Scanning, click here. 

Review and Approve an Inventory Count

Once a count is marked as Completed, users are locked out of making any additional updates, and the count is then sent for review, which will need to be completed via web browser. Click here to learn more about reviewing and approving Inventory Counts.