Physical Inventory on Parts

This article describes how to manually count your parts within the SOMAX system so that it accurately reflects the actual number of parts on hand in inventory. There are two methods.

For more help on the rules with setting up physical inventory, see Setting Up Physical Inventory.

For more help with restocking parts or counting parts, see About Purchasing or Generating a Part Cycle Count.

Method One

1. From the left sidebar, select Inventory and then Parts.
2. Select the part you would like to update. If you cannot find it, check your filters and settings. For more help, see Filtering and Viewing Parts.
3. Select Action at the top right.
4. Select Adjust On Hand Quantity.
5. Fill out how many parts you have in inventory.
6. Select Record.

Method Two

1. From the left sidebar, select Inventory and then Physical Inventory.
2. Select the Part ID by clicking the search bar icon and fill out how many there are.
3. Select +Add.
4. When done adding Parts to the list Click the Record Count button

Method Two - From Mobile

1. From the left sidebar, select Inventory and then Physical Inventory.
2. Select the Part ID by clicking the search bar icon and fill out how many there are.
   • From a Mobile device you are also able to use the QR search Icon which opens your devices camera to scan the QR Code
3. Select +Add.
4. When done adding Parts to the list Click the Record Count button