Step 2 – Conduct the Inventory

Upon creating a new inventory, The Edge will automatically open the Scanning window.  This is used to inventory your items.  You can manually get to this screen using Inventory > Physical Inv > Continue Inv.

To inventory your items:

1.  In the top left, choose how you will be inputting items for inventory (e.g. barcode, item #).

2.  If using locations, choose the location you are working with, then input all items.  Repeat for each location. 

3.  Notice as you input items the activity log (second pane) updates.  Any warnings or errors will display here.  The bottom two panes also update to show items inventoried and outstanding.

4.  You can close and continue this process later at any time.  Use Inventory > Physical Inv > Continue Inv to resume an in progress inventory.

5.  Once all items inventoried, see Step 3 – Reconcile & Finish for the final steps.