---
title: "Validate an Inventory Count"
slug: "validate-an-inventory-count"
description: "Validate inventory count accuracy by comparing count totals to GL account balances on the Balance Sheet before approving."
updated: 2025-08-26T16:59:43Z
published: 2025-08-26T16:59:43Z
canonical: "docs.restaurant365.com/validate-an-inventory-count"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Validate an Inventory Count

Inventory counts can be validated to verify inventory count accuracy. Users can do this by comparing inventory count totals to GL account balances.

---

## How to Validate an Inventory Count - Video

[Embedded content](https://player.vimeo.com/video/1012914381?h=30d8611fd4&badge=0&autopause=0&player_id=0&app_id=58479" frameborder="0" allow="autoplay; fullscreen; picture-in-picture; clipboard-write; encrypted-media)

---

## Validate an Inventory Count

To validate an inventory count, follow these steps:

*Click steps to expand for additional information and images.*

**1) Open an *in progress* inventory count or reach the point in which your inventory count is ready for review. Then, click **Review** to navigate to the inventory review screen.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-C5C4CIQN.png)

**2) Once in review mode, click the **menu icon** to open the context menu.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-JY3I51Y9.png)

**3) From the dropdown, click **Print** to open the print options.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DRT1RBYQ.png)

**4) Select **Print Count Review.****

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-J0GLIWOS.png)

This will open a count review in a new tab.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-W781W2Q2.png)

**5) ***In a separate tab***, click My Reports from the left navigation menu.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2AVUYFX0.png)

This will open R365’s My Reports in a new tab.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZWZQ961Q.png)

**6) Use the search function to search for the **Balance Sheet**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Q7VTVH3L.png)

**7) Click **Customize** to open the report parameters.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BFNUJS09.png)

**8) Adjust the following parameters:**

- **Filter By** - Location
- **Filter** - Location that corresponds with the inventory count being validated
- **As Of** - Date that corresponds with the inventory count being validated
- **Detail Level** - Detail
- **Rounding** - No Rounding
- **Show Unapproved** - Yes
  - > [!NOTE]
> This is important to reflect counts that are still in progress and have not been approved.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-B8I37HL4.png)

**9) Once the parameters have been set, click **Run**.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QTDWGLG7.png)

This will open the Balance Sheet report in a new tab.

**10) On the report, locate the **Inventory** section.**

> [!NOTE]
> Balance sheets will vary in formatting by organization, so users may need to scroll or use the search function to locate the Inventory section.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LLCMOS3F.png)

**11) Compare the values on the balance sheet to the values on the count review and ensure that everything matches.**

> [!NOTE]
> Multiple Counts in the Same Day
> 
> If multiple counts are conducted in the same day, then this process must be repeated for each count.

> [!WARNING]
> The example below compares the Alcohol Inventory to the LBW (liquor beer wine) count.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-7HAV7MD4.png)

**12) Once all discrepancies have been addressed, users can finish reviewing the inventory count as needed and approve the count.**

Discrepancies should be addressed on the inventory count before approving the count.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KQC1LKPG.png)

Financial account used to record specific transactions in the general ledger.

Structured documents that provide insights and summaries of various operational metrics and financial data.

Restaurant365