Count the stock you choose
Prepare a full inventory count or a selected group of materials and locations. Group the paper sheets by location, start groups on new pages, and show or hide on-hand quantities for a blind count.
NEPTUNE SOLUTIONS · FOR JOBBOSS
Physical Inventory
Move paper counts into JobBOSS with a controlled Excel workflow.
Neptune Physical Inventory connects printed count sheets, Excel count entry and inventory quantity updates in JobBOSS. Prepare a full count or a selected area, record the quantities on hand, and process the matching workbook before applying the update.
Training guide: PDF · 11 pages. Webinar: GoTo Webinar registration asks for your name and email address.
THE BUSINESS CASE
A practical fit for
full and partial counts.
Use Physical Inventory when your team counts from paper and enters the results in Excel. Select materials by type, class or location, organize the count sheets around the area being counted, and bring the completed quantities back into JobBOSS through one defined process.
The count team records physical quantities while the person responsible for the update checks the workbook and resolves validation messages. A separate UPDATE INVENTORY action applies the quantity changes. Finish by reviewing the JobBOSS Transaction Register and refreshed material, location and lot balances.
PRACTICAL CAPABILITIES
A clear handoff from counting to updating.
Keep paper and Excel aligned
Use matching selections and ordering for Inventory Count Sheets and Inventory Import XLS. The exported JobBOSS baseline stays separate from the physical quantities your team enters.
Close the count with a checked result
Process the workbook, review the prepared counts, then apply the update. Use posted transactions and refreshed stock balances to verify what changed, rather than relying on the workbook alone.
GENERAL USAGE
From count sheets to checked quantities.
Keep the paper count and Excel export aligned, then review the prepared batch before updating JobBOSS. The illustrated guide covers the working steps.
- 01
Prepare matching count reports
Run Inventory Count Sheets under JobBOSS User Defined reports for the selected material types, classes and locations. Print the sheets and export Inventory Import XLS with matching settings and ordering, using Excel Data Only.
- 02
Count and complete the workbook
Enter the physical quantities in the matching workbook. Preserve the column structure, identifiers and exported JobBOSS baseline. Remove rows outside the update scope; hiding or filtering rows does not exclude them.
- 03
Process and review
Open the saved workbook in Inventory Assistant Utility. Confirm the adjustment method, transaction date and adjustment reason, then select Process. Resolve validation messages, review unexpected differences, and save and Process again after any workbook change.
- 04
Apply and verify
Review the prepared batch before selecting UPDATE INVENTORY. After it finishes, check the JobBOSS Transaction Register and refresh the affected material, location and lot quantities. Complete and reconcile this batch before processing another.
TWO METHODS · ONE UTILITY
Choose how the count changes stock.
Absolute and Differential are adjustment methods within Physical Inventory, not separate editions. Select the method deliberately and plan inventory movements around the area being counted.
Absolute
New on-hand = Physical Count
Set each listed stock balance to the physical count entered in the workbook.
The usual starting point for a controlled count with the selected inventory paused from counting through the update.
Differential
New on-hand = Current on-hand + (Physical Count − JB Exported)
Apply the difference between the physical count and the original exported baseline to current JobBOSS stock.
Use an agreed reconciliation process for interim inventory movements, and preserve the original exported quantity.
Differential uses the original exported baseline; it does not reconstruct stock from transaction timestamps. Keep the count window short and pause inventory movements for the selected area wherever possible.
LEARN THE TOOL · KEEP THE REFERENCE
Training and downloads, together.
Use the overview to explain the count process, keep the guide beside the utility, and return to the webinar to revisit the demonstration.
PDF · 3 pages · 617 KB · November 2026
Product overview
See how printed count sheets, Excel entry and JobBOSS updates fit together. Explore full and selected counts, the two adjustment methods and the count-to-closeout workflow.
PDF · 11 pages · 1294 KB · November 2026
Illustrated training guide
Follow report preparation, count entry, Process and UPDATE INVENTORY. Includes Absolute and Differential examples, blank versus zero counts, transfers, verification and troubleshooting.
RECORDED WEBINAR
See the count workflow in use.
Watch the Physical Inventory demonstration alongside the illustrated guide, then work through the count-sheet, Excel and JobBOSS process with your own team.
Watch the recorded webinar
Opens GoTo Webinar in a new tab. Registration asks for your name and email address.
A QUICK WORKING REFERENCE
Common questions.
Do I need to count the entire inventory?
You can prepare a full count or select a smaller scope using material type, class and location. Use matching settings for the printed count sheets and Excel export so count entry follows the intended records. Only included workbook rows are part of the update.
What is the difference between Process and UPDATE INVENTORY?
Process validates and stages the workbook. UPDATE INVENTORY is the separate action that applies the inventory quantity changes, and it begins without another confirmation dialog. Review the method, transaction date, adjustment reason and counted values first. Check existing location codes before Process: it can create a missing source-location code during validation.
Does successful validation approve the physical count?
Validation checks workbook values and record references. A large variance can still be valid input, so a successful Process does not establish that the physical count is correct. Review unexpected quantities and recount where needed before applying the update.
What happens with a blank or zero count?
A blank Physical Count fails validation; it does not skip the row. Under Absolute, numeric 0 sets the listed stock quantity to zero while keeping the material master. Under Differential, 0 participates in the variance calculation, so current stock may remain nonzero. Remove rows you do not intend to update; do not just hide or filter them.
Can I move stock between locations?
The workbook includes destination location and lot fields for transfers. Keep transfers in a separate file and run from count adjustments, and verify both source and destination afterward. In a transfer row, Physical Count is the quantity to move, not the final stock balance.
Can I change the workbook after Process?
Yes. Save the workbook and run Process again after changing it. Resolve validation messages before selecting UPDATE INVENTORY, which uses the last successfully staged data rather than rereading your edited workbook.
What does Transaction Date control?
It labels the adjustment or transfer transaction. UPDATE INVENTORY changes current stock when it runs; an earlier transaction date does not reconstruct historical on-hand balances.
How do I check the completed update?
Review the JobBOSS Transaction Register using the selected transaction date and adjustment reason. Refresh the affected material, location and lot quantities and compare them with the expected result for the selected method. If an update was interrupted, check what posted before retrying; repeating a Differential batch can apply the same variance again.
Is Paper Inventory Audit a permanent history?
Paper Inventory Audit reflects the latest processed batch. The next Process replaces that shared prepared data, so finish and reconcile one batch before another workbook or operator starts a new Process. Review posted adjustments in the JobBOSS Transaction Register and retain the original export, completed workbook and count sheets.
Need help with your count workflow? Contact Neptune with your utility and JobBOSS versions, the report or action, selected adjustment method and exact error message. Include a screenshot and a representative material, location and lot when useful. Sales@NeptuneNetworking.com
IS THIS THE RIGHT TOOL?
A good fit for
Inventory, operations and finance teams using printed count sheets and Excel to prepare full or selected JobBOSS inventory counts, with a defined review before quantity updates.
Talk through your use caseWhat we’ll review together
- The materials, locations and lots in your count scope.
- Your installed reports, adjustment method and inventory-movement plan.
- The people preparing, reviewing and applying each batch, and a small first training example.
We’ll confirm the applicable version, configuration and installation scope for your JobBOSS environment.
START WITH YOUR COUNT PROCESS
Bring the count back into JobBOSS.
Tell us how your team prepares, records and checks inventory counts today. Your inquiry will already identify Physical Inventory.