--- title: Inventory Count description: Learn how to create, submit, and manage Inventory Counts in WizOrder - capture inventory snapshots by scanning or searching, on web and mobile. --- [Skip to content](https://knowledge.wizcommerce.com/inventory-count#main-content) [![Asset 9](https://knowledge.wizcommerce.com/hs-fs/hubfs/Asset%209.png?width=223&height=30&name=Asset%209.png)](https://wizcommerce.com/) Open main navigation Close main navigation - [Contact us](https://mail.google.com/mail/?view=cm&fs=1&to=help@wizcommerce.com) [Contact us](https://mail.google.com/mail/?view=cm&fs=1&to=help@wizcommerce.com) Hi, how can we help? - There are no suggestions because the search field is empty. 1. [WizCommerce Help Centre](https://knowledge.wizcommerce.com/) 2. [Inventory & Warehousing](https://knowledge.wizcommerce.com/inventory-warehousing) 3. [Inventory availability](https://knowledge.wizcommerce.com/inventory-warehousing#inventory-availability) August 11, 2026 # Inventory Count **Inventory Count** lets you capture a snapshot of the products and quantities on hand at a customer's store, right from **WizOrder**. This article covers how to create, submit, and manage counts on web and mobile. **Platform:** WizOrder      |      **Who is this for:** Admins & Sales Reps **To Get There:** *Mobile App: More → Inventory Count   |  Web: Manage → Inventory Count* --- #### Table of Contents | **Sections** | **Topics** | | --- | --- | | **A** | [What is Inventory Count?](https://knowledge.wizcommerce.com/inventory-count#section-a) | | **B** | [Create and Submit the Count](https://knowledge.wizcommerce.com/inventory-count#section-b) | | **C** | [View, Edit, and Export Counts](https://knowledge.wizcommerce.com/inventory-count#section-c) | | **D** | [Inventory Count Access (Admin)](https://knowledge.wizcommerce.com/inventory-count#section-d) | | **E** | [FAQs](https://knowledge.wizcommerce.com/inventory-count#faqs) | --- #### Before You Begin **Inventory** **Count** needs to be turned on for your account, and you need the right permission to use it: - Admin needs to have the **Inventory Count** module enabled for the organization. - Reps need the **Inventory Count** permission assigned to them. This controls whether reps can access the feature in the web sidebar and the mobile app. - **Which counts you see:** by default, reps only see the counts they created. If the admin has given view-all access, reps will see every count for the organization. - If you don't see **Inventory** Count in your app, reach out to your admin or our support team to have it enabled. --- ### A. What is Inventory Count? **Inventory Count** lets a sales rep record the products and quantities on hand at a customer's store. You name the count, select the customer, add products by scanning barcodes or searching the catalog, set the counted quantity for each item, and submit. Once submitted, the count becomes a saved record your team can view and export at any time. Inventory Count is available on both **web** **portal** and **mobile app**. The mobile app adds barcode scanning (camera or a connected hardware scanner). **A count only ever has two statuses:** | **Status** | **Meaning** | | --- | --- | | **Draft** | A count still being worked on. Save it and come back later. | | **Confirmed** | A submitted count. It can still be reopened and edited. It stays Confirmed. | --- ### B. Create and Submit the Count **The flow is same on both web portal and mobile app, with slightly different wording.** #### **» Mobile App** 1. Go to ***More → Inventory Count.*** ![18-Aug-11-2026-12-56-20-6645-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/18-Aug-11-2026-12-56-20-6645-PM.png?width=670&height=916&name=18-Aug-11-2026-12-56-20-6645-PM.png) 2. Click ***Start New Scan.*** ![2-Aug-11-2026-12-39-20-1637-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/2-Aug-11-2026-12-39-20-1637-PM.png?width=670&height=916&name=2-Aug-11-2026-12-39-20-1637-PM.png) 3. Enter the ***Count Name*** and click ***Proceed.*** ![3-Aug-11-2026-12-39-20-3239-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/3-Aug-11-2026-12-39-20-3239-PM.png?width=670&height=916&name=3-Aug-11-2026-12-39-20-3239-PM.png) 4. Select the ***Customer and Other Details.*** ![4-Jul-16-2026-02-06-01-1833-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/4-Jul-16-2026-02-06-01-1833-PM.png?width=670&height=928&name=4-Jul-16-2026-02-06-01-1833-PM.png) 5. Navigate to ***Scan Products*** to add ***Products.*** ![5-Jul-16-2026-02-06-01-1866-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/5-Jul-16-2026-02-06-01-1866-PM.png?width=670&height=926&name=5-Jul-16-2026-02-06-01-1866-PM.png) 6. To add products, either ***Search and Add Products*** or ***S**can*** barcode***.*** ![6-Jul-16-2026-02-06-01-1394-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/6-Jul-16-2026-02-06-01-1394-PM.png?width=670&height=926&name=6-Jul-16-2026-02-06-01-1394-PM.png) 7. Click on the ***Scanner Icon*** to scan the barcode. ![7-Jul-16-2026-02-07-07-9522-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/7-Jul-16-2026-02-07-07-9522-PM.png?width=670&height=926&name=7-Jul-16-2026-02-07-07-9522-PM.png) 8. You can either use ***Barcode Scanner or Camera*** to scan and add the products. ![8-Jul-16-2026-02-07-08-0447-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/8-Jul-16-2026-02-07-08-0447-PM.png?width=670&height=929&name=8-Jul-16-2026-02-07-08-0447-PM.png) 9. You can filter products by **Item Status** or **Inventory Status.** ![21-Jul-16-2026-02-54-23-5465-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/21-Jul-16-2026-02-54-23-5465-PM.png?width=670&height=924&name=21-Jul-16-2026-02-54-23-5465-PM.png) 10. Click the ***three dot menu*** if you want to delete the entry (product). ![9-Jul-16-2026-02-07-08-1197-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/9-Jul-16-2026-02-07-08-1197-PM.png?width=670&height=927&name=9-Jul-16-2026-02-07-08-1197-PM.png) 11. Click the ***three-dot menu*** to ***Save for Later or Delete*** the count. **Save for Later** keeps the count as a **Draft**. ![10-Jul-16-2026-02-07-08-2891-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/10-Jul-16-2026-02-07-08-2891-PM.png?width=670&height=927&name=10-Jul-16-2026-02-07-08-2891-PM.png) 12. Click ***Submit*** to confirm the count. ![11-Jul-16-2026-02-07-08-2356-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/11-Jul-16-2026-02-07-08-2356-PM.png?width=670&height=924&name=11-Jul-16-2026-02-07-08-2356-PM.png) 13. This opens the i**nventory count's detail page**, showing its status and full product list. ![4-Aug-11-2026-12-39-19-9964-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/4-Aug-11-2026-12-39-19-9964-PM.png?width=670&height=916&name=4-Aug-11-2026-12-39-19-9964-PM.png) 14. Click the **three-dot menu** to - **Export Sheet** to download the count. - **Recount** to perform a new count on the same customer. - **Edit** to update the count. - **Delete** to remove the count. ![5-Aug-11-2026-12-39-20-1547-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/5-Aug-11-2026-12-39-20-1547-PM.png?width=670&height=916&name=5-Aug-11-2026-12-39-20-1547-PM.png) 15. Click ***Recount*** to perform a new count on the same customer. ![6-Aug-11-2026-12-39-20-3189-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/6-Aug-11-2026-12-39-20-3189-PM.png?width=670&height=916&name=6-Aug-11-2026-12-39-20-3189-PM.png) 16. Rename the count if you want and proceed. ![7-Aug-11-2026-12-39-20-2827-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/7-Aug-11-2026-12-39-20-2827-PM.png?width=670&height=916&name=7-Aug-11-2026-12-39-20-2827-PM.png) 17. You can add **new products** or update the **quantity of existing ones.** ![16-Jul-16-2026-02-08-51-9886-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/16-Jul-16-2026-02-08-51-9886-PM.png?width=670&height=928&name=16-Jul-16-2026-02-08-51-9886-PM.png) 18. Click here if you want to filter count by **Count Status**. ![17-Jul-16-2026-02-08-51-7150-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/17-Jul-16-2026-02-08-51-7150-PM.png?width=670&height=928&name=17-Jul-16-2026-02-08-51-7150-PM.png) 19. You can filter count by  - **Missing SKUs:** To check products that were in the previous count but are missing in the current count. - **Newly Added SKUs:** To check products added in the current count that were not part of the previous count. - **Count Mismatch:** To check the quantity difference between the previous and current count. ![18-Jul-16-2026-02-08-51-5062-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/18-Jul-16-2026-02-08-51-5062-PM.png?width=670&height=929&name=18-Jul-16-2026-02-08-51-5062-PM.png) 20. Click ***Submit*** to confirm the count. ![19-Jul-16-2026-02-08-51-7401-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/19-Jul-16-2026-02-08-51-7401-PM.png?width=670&height=928&name=19-Jul-16-2026-02-08-51-7401-PM.png) 21. Click ***View Previous Count*** to review the earlier counts. ![8-Aug-11-2026-12-39-20-1412-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/8-Aug-11-2026-12-39-20-1412-PM.png?width=670&height=916&name=8-Aug-11-2026-12-39-20-1412-PM.png) #### **» Web Portal** 1. Go to ***Manage → Inventory Count. ![9-Aug-11-2026-12-52-30-7685-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/9-Aug-11-2026-12-52-30-7685-PM.png?width=670&height=379&name=9-Aug-11-2026-12-52-30-7685-PM.png)*** 2. Click ***Create Inventory Count***. ![10-Aug-11-2026-12-52-30-7943-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/10-Aug-11-2026-12-52-30-7943-PM.png?width=670&height=380&name=10-Aug-11-2026-12-52-30-7943-PM.png) 3. Enter the ***Count Name*** and click ***Create.*** ![11-Aug-11-2026-12-52-30-9237-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/11-Aug-11-2026-12-52-30-9237-PM.png?width=670&height=379&name=11-Aug-11-2026-12-52-30-9237-PM.png) 4. Then ***Select a Customer.*** ![4-Jul-10-2026-11-54-55-5732-AM](https://knowledge.wizcommerce.com/hs-fs/hubfs/4-Jul-10-2026-11-54-55-5732-AM.png?width=670&height=364&name=4-Jul-10-2026-11-54-55-5732-AM.png) 5. Click ***Add Products.*** ![5-Jul-10-2026-11-54-55-7451-AM](https://knowledge.wizcommerce.com/hs-fs/hubfs/5-Jul-10-2026-11-54-55-7451-AM.png?width=670&height=364&name=5-Jul-10-2026-11-54-55-7451-AM.png) 6. Again click ***Add Products.*** ![13-Jul-10-2026-11-54-55-7294-AM](https://knowledge.wizcommerce.com/hs-fs/hubfs/13-Jul-10-2026-11-54-55-7294-AM.png?width=670&height=364&name=13-Jul-10-2026-11-54-55-7294-AM.png) 7. Search for the products by ***SKU ID, Name, or Attributes*** and add them. ![6-Jul-10-2026-11-54-56-0214-AM](https://knowledge.wizcommerce.com/hs-fs/hubfs/6-Jul-10-2026-11-54-56-0214-AM.png?width=670&height=363&name=6-Jul-10-2026-11-54-56-0214-AM.png) 8. Filter by ***Item Status - Active or Inactive.*** ![7-Jul-10-2026-11-54-55-7354-AM](https://knowledge.wizcommerce.com/hs-fs/hubfs/7-Jul-10-2026-11-54-55-7354-AM.png?width=670&height=364&name=7-Jul-10-2026-11-54-55-7354-AM.png) 9. Or Filter by ***Inventory Status - Available, Back Order, or Out of Stock.*** ![8-Jul-10-2026-11-54-55-6872-AM](https://knowledge.wizcommerce.com/hs-fs/hubfs/8-Jul-10-2026-11-54-55-6872-AM.png?width=670&height=363&name=8-Jul-10-2026-11-54-55-6872-AM.png) 10. Click the **three-dot menu** to ***Save for Later, Cancel, or Delete*** the count. ![12-Jul-10-2026-11-54-55-7428-AM](https://knowledge.wizcommerce.com/hs-fs/hubfs/12-Jul-10-2026-11-54-55-7428-AM.png?width=670&height=364&name=12-Jul-10-2026-11-54-55-7428-AM.png) 11. Click ***Submit*** to confirm the count. ![9-Jul-10-2026-11-54-55-7398-AM](https://knowledge.wizcommerce.com/hs-fs/hubfs/9-Jul-10-2026-11-54-55-7398-AM.png?width=670&height=362&name=9-Jul-10-2026-11-54-55-7398-AM.png) 12. This opens the inventory count's detail page, showing its status and full product list. ![12-Aug-11-2026-12-52-30-7818-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/12-Aug-11-2026-12-52-30-7818-PM.png?width=670&height=380&name=12-Aug-11-2026-12-52-30-7818-PM.png) 13. Click the **three-dot menu** to ***Edit, Export, Recount, or Delete*** the count. ![13-Aug-11-2026-12-53-55-6381-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/13-Aug-11-2026-12-53-55-6381-PM.png?width=670&height=379&name=13-Aug-11-2026-12-53-55-6381-PM.png) --- ### C. View, Edit, and Export Counts **Viewing a Confirmed count** shows a read-only summary: the count name and status, customer and contact details, billing/shipping addresses, other details (if any), the full product table, and a summary (total products and total quantity). From here you can **Edit** or **Export**. **The Inventory Count table** shows every count you have access to. - **Web** shows Name, Customer, Status, Products, Total quantity, and who created or last updated the count, with column filtering, sorting, and saved views. Use **Edit** (for drafts), **View** (for confirmed counts), or **Export** from the row actions. - **Mobile** shows the same information in a simplified row such as name, status, customer, and a SKU/unit summary. Tap a row to open it: drafts open for editing, confirmed counts open read-only. **Exporting a count** produces an Excel file, and is available from the list, the count header (once saved), and the confirmed view. - **Web:** the export runs in the background, and the file is delivered through your usual download/notification flow. - **Mobile:** if you are online, the app fetches the generated file. If you are offline, it builds a local spreadsheet with Name, SKU, and Quantity, ready to sync once you're back online. --- ### D. **Inventory** Count Access (Admin) **Admin can manage the inventory count visibility and access for sales reps.** ##### **» Roles** 1. Go to ***Settings → User Management***. ![14-Jul-16-2026-03-11-33-4651-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/14-Jul-16-2026-03-11-33-4651-PM.png?width=670&height=364&name=14-Jul-16-2026-03-11-33-4651-PM.png) 2. Then navigate to ***Roles***. ![15-Jul-16-2026-03-11-33-5914-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/15-Jul-16-2026-03-11-33-5914-PM.png?width=670&height=364&name=15-Jul-16-2026-03-11-33-5914-PM.png) 3. Click ***Create Role*** to create a new role. You can also manage access for existing role(s). ![16-Jul-16-2026-03-11-33-4560-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/16-Jul-16-2026-03-11-33-4560-PM.png?width=670&height=364&name=16-Jul-16-2026-03-11-33-4560-PM.png) 4. Go to **Inventory** and set the access for the role. ![14-Aug-11-2026-12-54-16-2902-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/14-Aug-11-2026-12-54-16-2902-PM.png?width=670&height=379&name=14-Aug-11-2026-12-54-16-2902-PM.png) 5. Click ***Add*** to create the ***Role***. ![15-Aug-11-2026-12-54-16-3695-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/15-Aug-11-2026-12-54-16-3695-PM.png?width=670&height=379&name=15-Aug-11-2026-12-54-16-3695-PM.png) ##### **» Users** 1. Go to ***Settings → User Management → Users.*** ![b-2](https://knowledge.wizcommerce.com/hs-fs/hubfs/b-2.png?width=670&height=364&name=b-2.png) 2. Click ***Add User*** to create a new role. You can also manage access for existing user(s). ![a-1](https://knowledge.wizcommerce.com/hs-fs/hubfs/a-1.png?width=670&height=364&name=a-1.png) 3. Set the Inventory Count Access - **Created by Self:** The user can only access counts created by themselves. - **All Inventory Count:** The user can access all inventory counts, including those created by others. - **Select Users:** The user can access inventory counts created by selected users only. ![16-Aug-11-2026-12-54-16-3584-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/16-Aug-11-2026-12-54-16-3584-PM.png?width=670&height=380&name=16-Aug-11-2026-12-54-16-3584-PM.png) 4. Click ***Add*** to create the ***User***. ![17-Aug-11-2026-12-54-16-4435-PM](https://knowledge.wizcommerce.com/hs-fs/hubfs/17-Aug-11-2026-12-54-16-4435-PM.png?width=670&height=380&name=17-Aug-11-2026-12-54-16-4435-PM.png) --- #### **FAQs** **1. Do I need internet access to use Inventory Count?** A. Yes, internet access is needed to use Inventory Count. **2. What happens if I scan a barcode that matches more than one product?** **A.** You will see a message asking you to add the item manually instead. This can happen if more than one product in your catalog shares the same barcode or a similar identifier. **3. What's the difference between "Save for later" and "Submit"?** **A.** "Save for later" keeps the count as a Draft you can return to and edit. "Submit" checks that required fields and at least one product are filled in, then finalizes the count as Confirmed. You can still reopen and edit a Confirmed count; saving it again keeps it Confirmed. **4. Can I add the same product to a count twice?** **A.** Adding a product that's already on the list increases its quantity rather than creating a second row for it. --- **Still need help?** Reach out to our support team at [help@wizcommerce.com](https://mail.google.com/mail/u/0/?fs=1&to=help@wizcommerce.com&tf=cm). - [Getting started](https://knowledge.wizcommerce.com/getting-started#main-content) - [Product Overview](https://knowledge.wizcommerce.com/getting-started#product-overview) - [Key Concepts You Should Know](https://knowledge.wizcommerce.com/getting-started#key-concepts-you-should-know) - [Product Guides](https://knowledge.wizcommerce.com/getting-started#product-guides) - [Trade Show Checklist](https://knowledge.wizcommerce.com/getting-started#trade-show-checklist) - [Product Search & Discovery](https://knowledge.wizcommerce.com/product-search-discovery#main-content) - [AI Product Recommendations](https://knowledge.wizcommerce.com/product-search-discovery#ai-product-recommendations) - 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