The Spot Counting option is used when the store or warehouse team wants to count products on the floor using barcode scanning. Instead of counting the complete inventory at once, users can count selected items and update the physical count immediately in WDC.

Step 1: Configure the Spot Counting Operation

Before performing Spot Counting, ensure that the Spot Counting operation type is configured.

Navigate to:

• Search for an existing Spot Counting operation.
• If the operation already exists, no further configuration is required.
• If it does not exist, click New to create a new operation.

Enter the following details:

• Name: Spot Counting
• Operation Type: Select Spot Counting from the drop-down list.

Save the record. The Spot Counting operation is now ready to be used for inventory counting through the WDC device.

Step 2: Open WDC Module and Select Spot Counting

Go to WDC → Operations and tap on Spot Counting.

Step 3: Select Warehouse and Counting Date

On the Spot Counting screen, select the following details:

• Warehouse – The warehouse/store where the counting will be performed.
• Counting Date – The date on which the physical stock count is being recorded.

After entering the required details, click on Proceed.

Step 3: Review the Counting Screen

Once proceeded, the system opens the scanning screen and shows the selected:

• Warehouse Name
• Default Stock Location
• Counting Date
• Set Quantity field for the next scan

The user can increase, decrease, or manually edit the count quantity before scanning the product.

Step 4: Set the Count Quantity

Before scanning the product, set the required quantity using one of the following methods:

• Tap the + button to increase the quantity.
• Tap the - button to decrease the quantity.
• Tap the Edit icon and enter the exact counted quantity manually. 
•  Then, you can Use the Device camera or search option to Scan the Product barcode
  

Step 5: Scan the Product Barcode

Scan the product using:

• Handheld Barcode Scanner
• Device Camera
• Manual Search if barcode is not available 
  

The system validates the scanned product and prepares the count entry.

Step 6: Handle Lot or Serial Tracked Products

If the scanned product is configured with Lot or Serial Number Tracking, the system will prompt the user to select or enter the appropriate tracking information before proceeding.

After scanning the product, the following options will be available:

• On Hand – Displays only the Lot/Serial Numbers that currently exist in the selected location.
• All Lot/Serial – Displays all available Lot/Serial Numbers for the selected product across the system.
• Create – Allows the user to create a new Lot/Serial Number if the scanned Lot/Serial does not already exist in the system (subject to user permissions).

User Actions

• For Lot Tracked Products, select the appropriate Lot Number from the available list.
• For Serial Tracked Products, select or scan the required Serial Number.
• If the Lot/Serial Number is not available in the system and the user has the necessary permissions, a new Lot/Serial Number can be created directly from the WDC device.

Once the Lot/Serial Number is selected or created, the counting process will continue, and the scanned quantity will be recorded against the selected Lot/Serial Number.

Step 7: System Updates the Count

After the product is scanned successfully, the system shows the result on screen, such as:

This gives the user an immediate view of whether the counted stock matches the current on-hand stock.

Step 8: Open Summary Screen

Click on the Summary button to review all products counted during the session.

The summary shows:

Once a product is scanned during Spot Counting, the system automatically creates a counting record in the Back Office.

To view the scanned records:

The Spot Counting screen displays all scanned records along with the following information:

After reviewing the records, click Apply to update the On Hand Quantity in the inventory based on the finalized count.

Handling Quantity Differences

In some cases, a record may appear highlighted in yellow .

A yellow line indicates that the On Hand Quantity has changed between the time the counting process was started and the time it was completed. This typically occurs when inventory transactions, such as sales, purchases, internal transfers, or other stock movements, take place while the counting is in progress.

When this happens, the system requires the user to choose how the inventory should be updated. You can select one of the following options:

• Counted Quantity – Updates the inventory with the physical quantity that was counted.
• Difference Quantity – Applies only the calculated quantity difference to the current stock, taking into account the stock movements that occurred during the counting process.

Select the appropriate option based on your inventory control to ensure accurate stock records.