---
title: "Count Inventory - Prerequisites"
slug: "bc-count-inventory-prerequisites"
description: "Learn how to set up reason codes, item tracking, and inventory counting lists in your warehouse management system for efficient stocktaking."
tags: ["Demo"]
updated: 2026-06-25T09:59:03Z
published: 2026-06-25T09:59:03Z
canonical: "docs.staedean.com/bc-count-inventory-prerequisites"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.staedean.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Count Inventory - Prerequisites

## Reason code

When the stock taking of an item is processed in the mobile process, after scanning the item and entering the quantity on physical inventory, the line at the counting list is updated with Reason Code = COUNTSCAN. Define this reason code in the demo data before executing the mobile process.

1. Go to **Finance** > **Setup** > **Trail codes** and open the **Reason Codes** page.
2. Define the following code and description.

![ReasonCode](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_CountInvReasonCodes.png)

## Item tracking

Because there are no warehouse tracked items in the Cronus Company, two item tracking codes are modified to support this.

> [!WARNING]
> **WARNING**
> 
> There is a chance these modifications cannot be reversed. If these instructions are not applied on a sandbox, you may opt to create new codes instead of modifying them.

1. Go to **Warehouse** > **Inventory** > **Setup** > **Item Tracking Codes**.
2. Select the code LOTALL and select the edit button to open the card.
3. Expand the **Lot No.** tab and enable **Lot Warehouse Tracking**. Select **OK** and close the page.

![LotSetup](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_CountInvLotSetup.png)
4. Select SNALL in the item tracking codes list and select the edit button to open the card.
5. Expand the **Serial No.** tab and enable **SN Warehouse Tracking**. Select **OK** and close the page.

![SNSetup](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_CountInvSerialSetup.png)

## Item journal batch

For the Physical Inventory Journal, one or more Item Journal Batches can be used as the identification of a counting list. By setting up different journal batches (for example, by location or bin row) a specific counting list can be selected in the Count Inventory process for counting a specific part of a warehouse.

1. Go to **Warehouse** > **Inventory** > **Setup** > **Item Journal Templates**.
2. Select the PHYSINVT template and under **Related** > **Template** select **Batches**.

![BatchSetup](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_CountInvBatchSetup.png)
3. Add two batches by selecting the **New** button.

![BatchCreation](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_CountInvBatchSetup2.png)

> [!NOTE]
> **Tip**
> 
> Another use of Item Journal Batches for the physical inventory process is to define a specific Item Journal Batch for each warehouse employee or for each scanner.

## Create inventory for tracked items

In this demo script, a few items supporting item tracking can be handled. These items are not on inventory. The following steps create sufficient inventory.

1. Go to **Warehouse** > **Inventory** > **Item Journals**. Open the item journal page.
2. In the new page, add the following lines.

![ItemJournalLines](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_CountInvItemJournalLines.png)
3. Select the new journal line with item 80216-T, go to **Line** > **Item Tracking Lines** and add two tracking lines for it.

![ItemTrackingLines](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_CountInvTrackingLines.png)
4. Select the new journal line with item 80102-T and add the following tracking details. Confirm again with **OK**.

![ItemTrackingLinesSN](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_CountInvTrackingLinesSN.png)
5. Post the journal lines with the **Post** button.

## Counting list

In this demo script, a counting list of inventory is processed. Generate this counting list before using the Count Inventory pre-configured process.

1. Go to **Warehouse** > **Inventory** > **Phys. Inventory Journals**.
2. Select COUNTLIST1 as **Batch Name**.

![BatchLines](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_CountInvBatchLines1.png)
3. Create a count list for BLUE by selecting **Calculate Inventory**.

![CalcInv1](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_CountInvCalcInv.png)
4. The report options open. Enter the following filter: **Location Filter**: BLUE.

![CalcInv2](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_CountInvCalcInv2.png)
5. Repeat steps 2, 3, and 4 for the second counting list:
  - Select COUNTLIST2 as **Batch Name**.
  - Use the following filter: **Location Filter**: GREEN.
6. The result is two different counting lists filled with the bin content, one for each filtered location.

![CalcInv3](https://cdn.document360.io/da662430-6a41-47b1-8c7e-7e4ac37a9756/Images/Documentation/ANY_CountInvCalcInv3.png)

## Related

- [Count Inventory](/bc-count-inventory.md)
- [Count Inventory - Process](/bc-count-inventory-process.md)