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inventory-counts · warehouse · business-central · 2 min read

Physical inventory in Business Central: general count vs cycle count from a phone

When to use a general inventory count and when to use cycle counting in Business Central, how the Physical Inventory Journal works, and how Plur-e Mobile posts both from a scanner.

Last updated · Plur-e Team

Quick answer

Use a general inventory count when you have no advanced warehouse and want to count everything at a location without preparing a batch; use cycle counting when items have counting periods or you count subsets by filter. Both end in the Physical Inventory Journal. Plur-e Mobile fills the journal lines from barcode scans and physical quantities and the journal is posted in Business Central after review.

Business Central offers two ways to count. They share the same journal but suit different companies. This post explains both and how a phone changes the job.

The Physical Inventory Journal

Everything ends here. Each line has an item, location (and bin if advanced), Qty. (Calculated) from the ledger and Qty. (Phys. Inventory) from the count. Posting creates positive or negative adjustments for the difference. Lines live in a batch.

General inventory count

For companies without advanced warehouse (no bins). Nothing is prepared: the counter scans an item, enters the physical quantity and the app creates the journal line.

ScenarioJournal result
Physical lower than calculatedNegative adjustment
New item or calculated zeroPositive adjustment
Physical higher than calculatedPositive adjustment

Two rules matter: the batch is overwritten by the count (use a dedicated batch), and the location must be right before the first scan — the default comes from the user's preferences.

Cycle count

For companies with advanced warehouse or a counting policy. Business Central prepares the lines:

  • Calculate Inventory with filters — count a product posting group, a location, a brand.
  • Calculate Counting Period — items with a Phys. Invt. Counting Period Code (monthly, quarterly…) are due on dates the system computes.

For serialized items Clear Serials zeroes the serial quantities first, so the count records what is actually on the shelf.

Doing both from a phone

Which one should you use?

General countCycle count
Advanced warehouse (bins)NoYes
PreparationNoneCalculate Inventory / Counting Period
ScopeWhole locationFiltered subset
FrequencyPeriodicContinuous

Many companies start with general counts and move to counting periods once accuracy is under control.

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