Advanced Inventory Count

Simplify inventory counts with comprehensive data entry, reconciliation, posting and analysis tools.

Why make physical inventory counts harder than they already are? Advanced Inventory Count enables inventory managers to simplify inventory and cycle counts with comprehensive data entry, reconciliation, posting, and analysis tools.

  • Easily perform manually-entered or barcoded inventory counts and cycle counts
  • Automatically reconcile and post lot or serial number discrepancies
  • Predefine count sheets or allow users to complete ad hoc inventory counts.
  • Create formal recount sheets to track count issues and resolutions
  • Retain historical statistics for prior counts to judge trends and performance
  • Supports all location configurations, from non-mandatory bins to directed pick with warehouse item tracking
  • For non-barcoded counts, allows multi-user manual entry and ability to add to count sheets on the fly
Inventory Count Card

Experience quicker data entry, reconciliation, and simplified posting

Advanced Inventory Count enhances the NAV physical inventory capabilities to allow for comprehensive count sheet creation, advanced reconciliation analysis, multi-user count data entry, and simplified journal posting.

Ensure all inventory is accurately accounted for

The module automatically identifies and manages WIP, reconciles it with other counted inventory, and posts the appropriate consumption and inventory adjustment entries.

Multi-user count entry

Speed up data entry by allowing multiple users to enter count data simultaneously. The count entry screen provides visual indicators of incorrect counts or data entry errors. Easily add additional items that were not on the original count sheets.

Flexible count sheet generation

Create Count Sheets that represent how you want to count inventory, such as sheets for specific count teams, locations, product types, etc. Easily define sheets for cycle counting or partial warehouse counts.

Simplified WIP counting

Accurately capture consumed and unconsumed WIP – the count module automatically reconciles WIP with inventory and production order consumption.

Generate Count Sheets
Generate Count Sheets

Powerful reporting to speed up the process

Inventory turns analysis

Easily identify obsolete inventory, items with improper planning parameters, and the financial impact of those issues. Automatically calculate and set inventory count periods based on inventory turns to simplify cycle count definition and management.

Integration with inventory barcodes

The Count Module is integrated with the Mobile Warehouse Data Collection app, and also provides a simple interface for integration with any other external data collection system. Leverage your investment in your hand-held data collection system for inventory counts.

Powerful reconciliation reporting

Speed up inventory discrepancy reconciliation with powerful reporting that evaluates differences by quantity, and provides full count details to quickly locate count errors.

Journal test report

Ensure that journal entries post the first time by using the comprehensive Count Module Journal Test Report. The report identifies all data that may prevent posting, including item tracking errors, and can provide a list of only those lines that will not post. The Enhanced Test Report works with all item journals.

Video Gallery

Scanner-Based Inventory Count Best Practices

Paper-Based Inventory Count Best Practices

Packed with all the features you needs… and then some

Easily create count sheets that match how your company counts inventory

With flexible count sheet creation, users have the tools available to quickly and easily configure count sheets to simplify the inventory count process. This enables quick ad-hoc cycle counts, non-directed counts, or directed counts.

The flexible count sheet generation allows users to filter items and SKUs on almost any criteria to make sure you get exactly what you need on the count sheet.

The Count Difference Analysis report allows you to easily determine where the count deviates from the expected quantity. Numerous options allow you to quickly highlight issues and determine where the differences originate.

The Advanced Count Module will also reconcile differences in lot numbers and serial numbers. Rather than have to tell NAV which lot numbers or serial numbers you couldn’t find, the module will tell NAV what was missing based on what you counted. The module will also automatically set the Item Tracking Lines on the journals so you never have to manually enter them ever again.

Whether you have bins enabled or not, or even use “advanced warehousing”, the Advanced Inventory Count module will make your next count significantly more efficient.

If you don’t have bins enabled, you’ll appreciate being able to count the same item in multiple areas on different lines, and organize the count by Shelf No. You can also add new lines to the count as simply as adding a new record, unlike the Physical Inventory Journal.

If you use bins, you can lock the bins to prevent transactions while the count is in progress, or simply use the “As-Of Date” functionality to ignore transactions that occur after the count date.

Item tracking, both “Warehouse Tracked” and not, is supported, and the system will actually reconcile by lot and serial number.

You can count and reconcile multiple locations on the same count, allowing you to easily see if missing inventory in one location is offset by additional inventory in another.

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Ensure auditor approval with comparison and history features

Advanced Inventory Count adds powerful auditing tools that are unavailable in base NAV. The reconciliation report identifies what needs to be recounted, flags all required recounts and provides visibility into original counts and recounts.

Improve inventory count accuracy between counts or partial counts with streamlined processes

Set up formal recounts during full physical counts or cycle counts based on a percentage, value, or quantity variance. Recount sheets provide an audit trail of the original count quantities and any subsequent recounts. Recount sheets allow warehouse users to easily identify what needs to be recounted and easily record the recount quantity.

In addition to making your count run more smoothly, you’ll love the ability to quickly and easily satisfy auditor’s spot checks or requests for validation data.

Speed up counting with barcodes

The Advanced Inventory Count integrates with the Warehouse Insight module from Insight Works to automate the inventory counts with barcode scanning.

If you have lot numbers or serial numbers, using barcodes will dramatically improve the efficiency of your inventory counts.

Ensure you can post the journal the first time

The Enhanced Journal Test Report identifies anything that may prevent posting, such as blocked items, missing item tracking, missing posting groups, etc. This allows users to ensure the data on the journal will post without multiple long, annoying retries.

Accurately capture consumed and unconsumed WIP

The Advanced Inventory Count Module automatically reconciles WIP with inventory and production order consumption. This includes a count difference analysis, which shows discrepancies and automatically sets adjustments without manually entry.

Speed up manual data entry by enabling multiple users to enter count data simultaneously

Even if you’re not using barcoding, you can still speed up your data entry for your counts. The Advanced Inventory Count allows multiple users to do count entry simultaneously, regardless of the number of count sheets, data entry staff, or count staff.

Advanced Inventory Count
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Licensing: Subscription
Cost

Please contact your Microsoft Partner for pricing details.

Microsoft Partners click here for more information.
AppSource Rating
4.8 / 5
Business Central/NAV Compatibility

Dynamics NAV 2013
Dynamics NAV 2015
Dynamics NAV 2016
Dynamics NAV 2017
Dynamics NAV 2018
Dynamics 365 Business Central On-Premise
Dynamics 365 Business Central Cloud

Typical User

Inventory Managers and those tasked with performing inventory and cycle counts.

Release Date

June 2009: Actively being maintained and supported with updates.

Prerequisites

A mobile/handheld device (optional). View available options.

Related Apps
Integration

We recommend having your Microsoft Partner install and configure the app.

Documentation

Well documented on the Insight Works’ Knowledge Base. View the documentation here.

Support

The app is supported via the Insight Works’ Knowledge Base and Forum. For one-on-one support, Insight Works support plans are available or you can contact your Microsoft Partner.

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