--- 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?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A33Z&se=2026-11-13T01%3A56%3A33Z&sr=c&sp=r&sig=cKaby1JfZs8nUZ8A0XvZWXL%2FSiHy1h3zaubtHv1aVEw%3D) **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?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A33Z&se=2026-11-13T01%3A56%3A33Z&sr=c&sp=r&sig=cKaby1JfZs8nUZ8A0XvZWXL%2FSiHy1h3zaubtHv1aVEw%3D) **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?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A33Z&se=2026-11-13T01%3A56%3A33Z&sr=c&sp=r&sig=cKaby1JfZs8nUZ8A0XvZWXL%2FSiHy1h3zaubtHv1aVEw%3D) **4) Select **Print Count Review.**** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-J0GLIWOS.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A33Z&se=2026-11-13T01%3A56%3A33Z&sr=c&sp=r&sig=cKaby1JfZs8nUZ8A0XvZWXL%2FSiHy1h3zaubtHv1aVEw%3D) 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?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A33Z&se=2026-11-13T01%3A56%3A33Z&sr=c&sp=r&sig=cKaby1JfZs8nUZ8A0XvZWXL%2FSiHy1h3zaubtHv1aVEw%3D) **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?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A33Z&se=2026-11-13T01%3A56%3A33Z&sr=c&sp=r&sig=cKaby1JfZs8nUZ8A0XvZWXL%2FSiHy1h3zaubtHv1aVEw%3D) 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?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A33Z&se=2026-11-13T01%3A56%3A33Z&sr=c&sp=r&sig=cKaby1JfZs8nUZ8A0XvZWXL%2FSiHy1h3zaubtHv1aVEw%3D) **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?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A33Z&se=2026-11-13T01%3A56%3A33Z&sr=c&sp=r&sig=cKaby1JfZs8nUZ8A0XvZWXL%2FSiHy1h3zaubtHv1aVEw%3D) **7) Click **Customize** to open the report parameters.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-BFNUJS09.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A33Z&se=2026-11-13T01%3A56%3A33Z&sr=c&sp=r&sig=cKaby1JfZs8nUZ8A0XvZWXL%2FSiHy1h3zaubtHv1aVEw%3D) **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?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A33Z&se=2026-11-13T01%3A56%3A33Z&sr=c&sp=r&sig=cKaby1JfZs8nUZ8A0XvZWXL%2FSiHy1h3zaubtHv1aVEw%3D) **9) Once the parameters have been set, click **Run**.** ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QTDWGLG7.png?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A33Z&se=2026-11-13T01%3A56%3A33Z&sr=c&sp=r&sig=cKaby1JfZs8nUZ8A0XvZWXL%2FSiHy1h3zaubtHv1aVEw%3D) 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?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A33Z&se=2026-11-13T01%3A56%3A33Z&sr=c&sp=r&sig=cKaby1JfZs8nUZ8A0XvZWXL%2FSiHy1h3zaubtHv1aVEw%3D) **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?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A33Z&se=2026-11-13T01%3A56%3A33Z&sr=c&sp=r&sig=cKaby1JfZs8nUZ8A0XvZWXL%2FSiHy1h3zaubtHv1aVEw%3D) **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?sv=2026-02-06&spr=https&st=2026-11-13T00%3A56%3A33Z&se=2026-11-13T01%3A56%3A33Z&sr=c&sp=r&sig=cKaby1JfZs8nUZ8A0XvZWXL%2FSiHy1h3zaubtHv1aVEw%3D) 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