The help file says, "Exporting can be performed either with the Export Physical Inventory function, or the Print Physical Inventory Worksheet report".

After reading this, my understanding is that we can export the worksheets (instead of printing the worksheet report), freeze the inventory, count, add the quantities to the qty counted column, then import the worksheets (instead of editing the worksheets), print the reconciliation, post.

Can anyone confirm if I'm on the right track here?

Also, the help files read:

"If you choose to Export and Import Qty on Hand for Physical Inventory, you are still allowed to process transactions in Adagio that affect an item's quantity on hand at that location. However, after the Export is done, no items can be added or removed from the physical location (i.e. the shelf) until the count is performed -- physical inventory should be frozen".

We do want to include the Qty on Hand field in our export. I'm at a loss as to what it means by "you can still process transactions that affect an item's quantity, but you cannot add or remove items from the shelf". My understanding prior this was that inventory needs to be frozen both on the system and on the shelf. Can someone explain?