Regular inventory counts are a great way to monitor inventory shrinkage within any warehouse/cost center. Counting inventory for mobile cost centers is especially crucial to reducing shrinkage and ensuring that the route salesperson's levels are accurate since these mobile cost centers are the most at risk. Inventory counts for mobile cost centers are not only easy to do, thanks to barcode scanning, but when planned at the end of a work period, such as at the end of a week or month, when the trucks have less inventory to count, makes this procedure that much faster and easier.

When making an inventory count for a cost center, no transactions must be created for that cost center during the counting process to ensure the inventory levels that are being counted are accurate until the count is applied. To create an inventory count using a handheld computer, the user logged into Solid Sales Pro™ must be a Supervisor. If the logged-in user is not a supervisor, you can only view existing count sheets.

For more information on creating a user login for Solid Sales Pro™, please read Solid Know How™ Article #278 Setting Up Passwords for Solid Sales Pro.

NOTE: to use Stock Counts in conjunction with QuickBooks, you will need to run QuickBooks Enterprise with Advanced Inventory.

To export Stock Counts to QuickBooks, select an Inventory Adjust Account first. Follow these steps to set this up:

  1. Log in to
  2. Navigate to the Settings screen
  3. Under the Solid Fusion™ Settings section, select an account for the "QB Inventory Adjust Account"
  4. Click on [Save]

To enable Stock Transfers for the applicable mobiles, follow these steps:

  1. Log in to
  2. Navigate to the Mobiles screen
  3. Select the mobile to edit, and click on [Edit]
  4. Place a check-mark next to "Can create Stock Counts"
  5. Click on [Save]

Solid Sales Pro™

When counting inventory for a mobile cost center, it's best to use its handheld computer to do the inventory count. This will allow the count to be saved and applied immediately as a Partial Count, Full Count or Zero Count.

  1. Once logged into Solid Sales Pro™, navigate to [Stock Operations / Create Stock Count].
  2. On the 2300 Create Stock Count screen, you will see what type of count it is (e.g. Partial, Full or Zero) and which warehouse this count is for.
    1. Partial Counts are used to count a portion of a cost center's inventory. When a Partial Count is saved and applied, it only adjusts the inventory levels of the items included on that count and will ignore all other omitted items.
    2. Full Counts are used when counting a cost center's entire inventory. The idea behind a Full Count is that all inventory in a cost center is included in the count, and all inventory that was not included in the count will be set to 0 (zero) quantity.
    3. Zero Counts are used to zero all quantities for all inventory items in the selected warehouse.

      NOTE: exporting Full Counts or Zero Counts to QuickBooks may take longer to process depending on the number of items in the system.

  3. To change the options, tap on the [Change] button
  4. When ready, use the [Add] button to begin counting. The counting process is very similar to creating an invoice. You can scan barcodes from the 2310 Add Items screen to add items tot he count sheet. To enter a quantity, tou can use the [+] button or enter the counted quantity into the text box. When counting inventory, the expected "Qty on Hand" will show for each item and enter the actual amount in the "Present Count" field. For example, if the "Currently in warehouse" for an item is -5, but there are actually 12 in the cost center, then in the "New Quantity" field, enter the number 12.
  5. When finished counting inventory, save the count sheet by using the [Save] button from the 2300 Create Stock Count screen.
  6. Once an inventory count has been saved, it is important to sync the handheld computer before creating other transactions. This will ensure the integrity of the count will not be marred by other inventory sales, purchases, or transfers.
  7. If the count was saved as a Partial or Full Count, the changes to the inventory levels will be applied immediately during a successful sync session.

Regularly performing Full Inventory Counts is the easiest and most effective way to track shrinkage within a business. By making them part of a weekly or monthly schedule, inventory shrinkage can be kept to a minimal amount for any business.

Solid Fusion™

Now that the handheld(s) have synchronized the count sheets to, you must export these count sheets to the accounting system, such as QuickBooks. To do this:

  1. Open Solid Fusion™
  2. Click on the [Sync Now]
  3. Solid Fusion™ will now export Stock Count Sheets to the accounting system

    NOTE: exporting Full Counts or Zero Counts to QuickBooks may take longer to process depending on the number of items in the system.

Solid sales pro

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