Record Inventory Counts using the detailed method

Article • 4/27/2026 • 2 min read

After employees count the parts and write the counts on inventory tags, you can record the information in Made2Manage. Use the detailed method if you are enforcing lot control or recording notes about the count.

To record inventory count information using the detailed method

  1. Open the Physical Inventory - Tag Entry/Update (PHYINV) page.

    • Select Production Management > Production Transactions > Inventory > Physical Inventory > Physical Inventory - Tag Entry/Update.

    Or

    • Search for PHYINV or Physical Inventory - Tag Entry/Update in the Navigation box and then select Physical Inventory - Tag Entry/Update.

    The Physical Inventory - Tag Entry/Update (PHYINV) page appears.

  2. If you have multiple facilities, from the Facility list, select the facility.

  3. Click the Detailed Entry tab.

  4. Locate the required tag using one of the following methods:

    • Use the Tag No stepper to enter the required tag number.

    • Use the Search Tag No stepper to enter the required the required tag number.

  5. Record the tag information:

    1. In the Date Counted field, specify the date the item was actually counted.

    2. In the Counted By field, type the initials of the employee who counted the part.

    3. In the Entered By field, type the initials of the employee who is entering the details.

    4. Select the part:

      1. Click the Part No lookup reference button.

        The Lookup For Part No window appears.

      2. Select the required row and click Select.

    5. In the Tag Notes field, modify the notes from the tag, if required.

    6. In the Counted field, type the number counted.

    7. If the unit of measure is not correct, change it in the stocking unit of measure field. Then in the Conv Factor field, type the factor that converts the counted unit of measure to the part’s standard unit of measure.

      For instance, if the counted unit of measure is cases and the standard unit of measure is each and 1 case equals 10 each, then the conversion factor is 1/10 or 0.10.

    8. To specify the location:

      1. Click the Location lookup reference button.

        The Lookup For Location window appears.

      2. Highlight the required row and click Select.

    9. To enter a bin number, type it in the Bin field.

    10. In the Qty Approved field, type the quantity approved for update.

      Once a tag is in approved status, you cannot change this quantity.

  6. On the Toolbar click Save to save, else click Cancel.

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