Overview
The physical-inventory worksheet supports stock counting by giving users a more operational way to review and work through items during a count.
Where To Find It
Path: Inventory > Physical Inventory Worksheet
Use the physical-inventory worksheet when the business is preparing or performing a stock count.
How It Works
QBM uses the worksheet format to help users record or compare count information before the final stock-control result is confirmed.
Main Areas
| Area | What It Means | When To Use It |
|---|---|---|
| Worksheet lines | Shows the items or quantities involved in the count exercise. | Use it while working through the stock count step by step. |
| Count comparison | Supports comparison between the counted quantity and the expected quantity. | Use it when deciding whether further review or adjustment is needed. |
| Preparation for adjustment | Helps the team organize the count result before wider inventory correction steps are taken. | Use it as a control stage rather than jumping straight into changes. |
Recommended Workflow
- Prepare the worksheet before the count starts.
- Count the physical stock and compare it against the worksheet values.
- Review any differences carefully before deciding on the final inventory action.
- Use the broader inventory-adjustment process if confirmed differences must be posted.
Best Practice
- Use the worksheet during a controlled count period where stock movement is limited if possible.
- Investigate major differences before adjusting anything.
- Keep count teams consistent in how they record units and quantities.