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Directed Inventory Count Encompass Mobile

Distributor warehouse steps for creating and assigning a directed inventory count task on Encompass Mobile: pick a count plan, select products and assign to a user. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

Directed Inventory Count Encompass Mobile
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1. To start, tap the Warehouse icon on the Encompass Mobile home screen.
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2. Enter the Username and Password, then tap Log in to Warehouse.
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3. Select Directed Inventory Count from the warehouse options.
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4. The Available Inventory Count Tasks button will display count tasks pre-generated on the server side. To create a New task, Tap Create Inventory Count Task.
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5. Then, select an "Inventory Count Plan" by tapping the dropdown.
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6. Sort products by Largest Variance, Bin Sequence, or Bin Zone, using the sort dropdown.
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7. Next, select the product or products that will be counted, using the check box field.
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8. Then, tap Assign Task.
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9. To assign the task, either find the user in the list provided or search for their username.
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10. A blue check will appear on the user selected. If the task won't be assigned to a specific user then tap the Create & Assign Task button. This will display the available task for any user to pick up.
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11. Tap Create & Assign Task.

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