| Plan | Get your warehouse and product ready | SJC - Preparing for Physical Inventory |
| Clean up your Ceres data (Negative lots, bin/ lot/ pallet mismatch issues, bad Card data) | Handling Negative Lots in Ceres; Data Quality Jet Report (Hungernet) |
| Plan your cutoff date/ close out open transactions | Year End Checklist |
| Determine how you will count (Manual, Handhelds, both) | MBS Inventory UG May 2019 Recording (Hungernet); MBS Inventory UG May 2019 Resources (Hungernet) |
| Practice | Practice in your test system or via a cycle count using your planned method; time how long it takes. | Cycle count/full count user group demo in Ceres (Hungernet) |
| If planning to use Handhelds for the first time; validate how the journal(s) will generate | MBS Inventory UG May 2018 (Hungernet) |
| Stop transactions | All received posted; all shipped posted; turn off AE shopping. Run Ceres Items on Hand by Date report and save | |
| Generate count sheets | Execute the plan you practiced; hand out count sheets and empty bin list | Physical Inventory Count Report; Jet Count Report etc.; Empty Bin Jet report (Hungernet); or export saved view to Excel |
| Count | Update count sheets or Journal with first count | |
| Filter and recount any variances | Example Second count guide by Item Jet Report; runs from physical inventory journal |
| Filter and post adjustments | See Cycle count demo |
| Run Items on Hand by Date report and save | |