Inventory Counting Setup & Execution

This guide explains how to configure products for inventory counting and how to create and manage inventory counts within Helm.

1. Configure Product Account Period

Before creating inventory counts, each product must have an account period set.

Steps:

1. Navigate to Products

2. Select a product

3. Open Advanced Settings

4. Set the Account Period

5. Click Save Changes

⚠️ Ensure this is completed for all relevant products before proceeding.

2. Access Inventory Checks

Once products are configured:

Steps:

1. Go to Warehousing

2. Select Inventory Checks

3. Click Create Count

3. Adding Products to a Count

When creating a count, you can choose between two methods:

Option A: Manual Add

• Add products one at a time

• Best for:

  • Small counts

  • Specific product checks

Option B: Bulk Add

• Add multiple products using filters

• Best for:

  • Large inventories

  • Scheduled or rule-based counts

Available Filters:

You can filter products based on:

• Account due date (e.g. within 7 or 15 days)

• Tag

• Account code

• Stock number

• Other product attributes

4. Bulk Count Configuration Options

When using bulk add, you can refine the count with the following settings:

Date Range

• Define how soon products are due for counting
  (e.g. within X days)

Line Limits

• Minimum Lines – Optional lower limit

• Maximum Lines – Caps the number of items in the count

Example:

• If 500 items match your filter

• You can limit the count to 100 lines

• Useful for distributing workload

Assign User

• Assign the count to a specific staff member

• Helps manage workload and accountability

5. Best Practices

• ✅ Always set account periods before creating counts

• ✅ Use bulk add with filters for efficiency

• ✅ Apply maximum line limits to avoid overwhelming staff

• ✅ Assign counts to users for clear ownership

• ✅ Save all changes during setup

Summary

1. Configure account periods in Product → Advanced Settings

2. Go to Warehousing → Inventory Checks → Create Count

3. Add products:

   • Manually (one-by-one), or

   • In bulk using filters

4. Refine with limits and user assignment

5. Execute and manage counts