How to close an Inventory? | LogisticsWMS Help

Closing an inventory is the moment the count stops being a list of scans and starts moving stock. It happens in two deliberate steps — first you stop the counting, then you apply the adjustments — and the second one runs in the background.

Instructions

Go to the Inventories menu, available in the side or home menu of the application.
Open the Inventory by Location submenu.

The list of inventories by location, showing the status of each

Select View on the inventory you want to close.

An inventory detail screen, showing its status and the counted lines

Choose Close for Validation.
1. The inventory moves from In Progress to In Validation and stops accepting scans. If you need to correct one, reopen the location you want to recount.
Check the counts and open the inventory with View again.
Choose Close Inventory and confirm.
1. The inventory moves straight to Closing and the stock adjustments run in the background. You can leave the screen and carry on working — while it is closing it cannot be closed a second time.
Wait for the confirmation email.
1. When every adjustment is done the inventory moves to Finished and you receive an email with a summary of any lines that could not be adjusted.
2. If the close fails it moves to Closing failed and you receive an email too. Open the inventory and choose Close Inventory again to retry.

Please note

An inventory passes through six states: Created, In Progress, In Validation, Closing, Finished and Closing failed.

The email goes to the user who closed the inventory, so make sure your address is up to date in your profile.