Setting Up Smart Count Preferences

The Smart Count SuiteApp lets you set up the following preferences at the item level, company level, or both depending on the type of preferences. Only the Smart Count Inventory Manager role can set these preferences.

The Smart Count preferences are as follows:

• Allow Manual Count Entry– Setting this preference lets the counter to manually enter the quantity when counting inventory. This preference can be set up at the company level only. When the preference is set at the company level, the set up applies to entire inventory of the organization. However, you can override this set up at the item level using the Restrict Manual Count Entry setting.

• Auto Approve Variance Within Tolerance– Setting this preference lets you automatically approve item count variances within tolerance.

• Default Action for On-Hand Change During Count– Setting this preference lets you select a default action that the counter can take for changes in on-hand quantities of items during count. This preference can be set up at the company level only.

  The following are the default actions:

  • Allow Counter to Select an Option– Selecting this action lets the counter to select either to recount or continue count.

  • Force Recount– Selecting this action does a recount of an item with on-hand quantity change.

  • Continue Without Alert– Selecting this action stops the notification to the counter about any change in on-hand quantity for an item.

• Force Blind Count– Setting this preference lets you apply blind count, which means that the expected inventory quantity is not displayed to the counter. You can set this preference both at the item and company levels. When you set this preference at the company level, Force Blind Count is applied to the entire inventory of your organization. If you want to set up force blind count only for specific item, do not set the preference at the company level. You can set up this preference at the item level by going to the Item Location configuration record.

• Restrict Manual Count Entry– Setting this preference for an item restricts the counter from manually entering the quantity of an item count. This preference can be set up only at the item level.

• Quantity Tolerance– Setting this preference lets you define the quantity tolerance value, which when exceeded, will require approval. The preference can be set up both at company and item levels.

• Quantity Percentage Tolerance– Setting this preference lets you define the quantity percentage tolerance value, which when exceeded, will require approval. The preference can be set up both at company and item levels.

• Amount Tolerance– Setting this preference lets you define the amount tolerance value, which when exceeded, will require approval. The preference can be set up both at company and item levels.

• Amount Percentage Tolerance– Setting this preference lets you define the amount percentage tolerance value, which when exceeded, will require approval. The preference can be set up both at company and item levels.

Note: The Smart Count SuiteApp checks the tolerance values at the item level first, and then at the company level if no tolerances are set at the item level.

The Smart Count SuiteApp enables you to validate tolerances at the item, bin, and inventory status levels. Tolerances are validated against each of the inventory statuses that you have defined for your inventory. These validations help provide an overview of inventory status, which helps in inventory planning.

The following is an example of tolerance validations at inventory status levels.

You have an item ABC in your inventory. The inventory statuses are “good” and “damaged” for this item. Each item costs $10 and the total number of units is 150.

The following are the tolerances defined for ABC:

• Quantity Tolerance = 5 units

• Quantity Percentage Tolerance = 2%

• Amount Tolerance = $10

• Amount Percentage Tolerance = 2%

Out of the total 150 units of ABC, 100 units are expected to be in good condition, and 50 units are expected to be damaged condition. The expected cost is $1000 for good units and $500 for damaged units.

After count, 97 units with a total cost of $970 are found to be in good condition. There is a variance of 3 units and $30 from the expected values. Similarly, 48 units with a total cost of $480 are found to be damaged. There is a variance of 2 units and $20 from the expected values.

The SuiteApp will now validate the tolerances defined for ABC against the good and damaged inventory statuses. After validation, the SuiteApp will either automatically approve or send an Item Count record for approval based on the set preferences.

Company Level Preferences