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  4. Creating Batches

**The general inventory count guide can be found here.** Before you create a batch, please generate inventory snapshot first.

To improve your count accuracy it is recommended that you divide your inventory count into physical sections called batches. They will represent for example: Front Window (batch 1), Left Retail Wall (batch 2), etc. This is to identify where each product was counted to help in the correction process in case of any miscount. Use the box in the left corner labeled “Batches” to enter your batch ID (each batch is numbered) and hit the Create Batch button to create your batch.

It is useful to name each batch something to let you easily recognize where it corresponds to (“left wall”, “back storage” etc). Enter the name you want into the Batch Description field and save it using the Save Description button.

You can now load information into each batch from your scanner, or by typing it in manually.


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