Counting Inventory Manually in Meevo 

To get to Inventory Counts, type count into the Convobar, or go to Meevo > Inventory > Inventory Count.

This topic explains how to count products in Meevo by manually entering the on-hand amount for each individual product or variant. You can also count inventory by scanning product barcodes.

To add products to a new list

Note: Review our FAQ for details on the Auto-Save feature.

  1. From the Inventory Count search screen, select Add New.
  2. From the slideout pane on the right, rename your count in the Count name field. Note that you can rename an inventory count at any time, even after it's been saved.
  3. Use the filters to load products into the list.

  • All Distributors / All Manufacturers / All Product Categories: Filter the list using any of these multi-selectors.
  • Inventory Type: Select Shop Supply, Retail, Retail/Shop Supply, or Misc. Supplies to determine which products appear in the count list below. These details are configured in the Product Inventory section of each product's maintenance form. Note that selecting Retail/Shop Supply will load all products.

Note: Meevo tracks a product's on-hand count for each of its Inventory Types. So for products that are both Shop Supply and Retail, selecting Retail/Shop Supply will display both inventory. Shop Supply products appear with blue text in the Inventory Count, Inventory Returns, Purchase Orders, Stock Levels, and PO Receival screens.

  • Include discontinued products: When enabled, includes discontinued products in the list.
  • Only show products not counted since: Displays only those products that have not been counted since the specified date.
  • Filter by: Enter a product name, SKU/Code, or barcode to add that specific product to the list.
  • Floor location: Select a Floor Location to add products assigned to the location. You can apply on-hand count for a product in a specific Floor Location, then change the Floor Location and apply an on-hand count for that same product in that other Floor Location. Meevo adds the two on-hand counts and displays the total when in the All Locations view. Changing the on-hand for a product in All Locations will not affect the product's individual Floor Location counts.
  • Count History: Select Items already added to this Count or Items not currently included in this Count to filter the list to only those products you've counted or not counted in this Inventory Count. Select All to display both counted and not counted.
  • Sort count by: The count list will be sorted based on your selection here.
  1. When ready, select Search to add products to the list.
  2. You can continue using filters to add products to the list until you save. See below for instructions on counting your inventory.

To count inventory

  1. Add products to the Inventory Count list.
    1. Each product row contains the SKU/Code, Product or Variant Name (if any), and Barcode, all of which are configured in the product definition. You can also see the current On Hand count.
    2. Select the i to view more information about the product (Manufacturer, Product Category/Sub-Category, and Floor Location). Select the product name to open the product's definition.

  2. For each row, enter the new on-hand count in the Count field. As you edit the Count field, the product's checkbox is auto-selected, and a Gain/Loss value is calculated.

  • The Gain/Loss uses the old on-hand count, new on-hand count, and the product's wholesale value (as defined in the product definition) to determine whether you've incurred a loss or gain of inventory value as a result of this inventory count.
  • In the example above, we counted 2 of the Hair Color, which is one less than the expected on-hand count. Since the Hair Color's wholesale is $100, we've subtracted $400 from the inventory value, which is considered a "loss." For the Razor, we actually counted one more than the current on-hand count. The wholesale is $80, so we've added $80 to our inventory value, which is considered a "gain." After you save, gains will display in green, while losses will display in red.
  1. At any time during Inventory Count list creation, select Save to condense the list to only the selected rows. 
  2. If needed, you can continue to add or remove products to the list by selecting Edit. Simply locate the product, modify the count, and select Save again to update your original list.

To save an Inventory Count for later

  1. Select Save at any time to store the Inventory Count in memory. You can return to it at any time to edit the Inventory Count.
  2. The Inventory Count appears in the search form list with the following information, from left-to-right: date of last edit, Count Name, user who saved the count, and number of products/number of items.

To commit an Inventory Count

  1. Select Commit at any time from the bottom-right of the screen.

  2. Select Yes on the confirmation message to immediately update the adjusted on-hand values.