User Guide

User Guide

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Introduction: Advanced Inventory Count

The Inventory Count Module for Microsoft Dynamics 365 Business Central by Insight Works allows Inventory Managers to easily manage complete or partial physical inventory and WIP inventory counts.
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4. Performing a Full Count

The Physical Inventory Count Module can be used to perform cycle or partial counts, WIP counts, or full inventory counts. The primary difference is that for full counts, you must be sure to run the Items Not Counted report and review all items that do not appear on count sheets, both before and after the count.
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5. Performing a Cycle Count

The steps involved in completing cycle or partial counts are the same steps used for a full count. However, additional filtering criteria on the count lines may be used to specify particular groups of items, and additional options on the Generate Count Sheets function can be used.
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6. Inventory Counts with WHI

The Warehouse Insight Module is an Insight Works product that allows you to perform inventory counts using handheld devices. The biggest change when using the Warehouse Insight is that no printed inventory count sheets are required, though they could be used.
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Setting Lot/Serial Number Tracking

There are several possible ways to configure item tracking in NAV. Depending on the configuration used the lot/serial numbers are handled differently by NAV and the Count Module.
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Setup of Posting Count Options

Once the counts are completed and all recounts have been completed, the counts can then be posted to NAV. To post the counts first the “Posting Options” must be set on the “Count Card”.
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