Inventory counts In Progress can be deleted from the Inventory Count record on the Inventory Counts page. This is used to remove an incomplete or abandoned inventory count, such as in the event that two users create separate inventory counts that have been consolidated.
In order to delete an inventory count, its status must be 'In Progress.' Completed counts can be unlocked to return the count to the 'In Progress' status. Approved counts need to be unapproved and unlocked before the count can be deleted.
Security
Users must have the following permission to delete an inventory count.
Food → Inventory Counts → Delete Inventory Counts
The following permissions are also associated with deleting an inventory count.
Food → Inventory Counts → Unlock Inventory Counts
Food → Inventory Counts → Unapprove Inventory Counts
These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.
Delete an Inventory Count
Follow these steps to delete an inventory count:
Click steps to expand for additional information and images.
1) Navigate to the Inventory Counts page, then click the desired Inventory Count.
2) Confirm that the Inventory Count’s status is In Progress.
2a) If the count is Completed, click Unlock to revert it to In Progress.
Users must have the following permission to unlock an inventory count:
Food → Inventory Counts → Unlock Inventory Counts
2b) If the count is Approved, click Unapprove to revert it to Complete, then click Unlock to revert it to In Progress.
Users must have the following permission to unapprove an inventory count.
Food → Inventory Counts → Unapprove Inventory Counts
3) Click the Menu button in the header.
4) Select Delete.
5) Confirm by clicking Delete.
