Create and run a job
The life of a job
| Status | What it means |
|---|---|
| Draft | Still being set up. Scanners can't see it. No license used yet. |
| Ready | Everything's set. One job license is used at this point. Waiting for the supervisor to start the count. |
| Active | Counting is on. Scanners can join and submit. You have a 72-hour window to collect scans. |
| Closing | Field counting stopped. Phones can't upload anymore, but the console can still fix data. |
| Completed | Final reports are out and the data is frozen. |
| Cancelled | Aborted. If cancelled from Ready/Active before any scans came in, the license goes back to your balance. |
1. Create the job (Admin)
Go to Workbench → Jobs and create a job with:
- A name
- The store — each job covers one store
- Time zone and planned start/end times
- At least one Supervisor
New jobs start as Draft. Use the tabs on the job page to check locations and people.
2. Upload the stock-on-hand file (Supervisor)
In the job's Baseline panel, upload the file from your ERP or customer.
- Preview first. You'll see how the first 50 rows look: matched, unmatched, ambiguous, or invalid. It's just a heads-up — nothing gets skipped because of it.
- When you apply the import, it replaces the whole baseline for the job in one go. Codes that aren't in your product list are kept too — matching happens later, when reports run.
3. Mark Ready (Admin)
When everything looks good, mark the job Ready:
- This uses one job license from your balance. The confirmation dialog shows you the impact before you confirm.
- If your balance is empty, you'll see a payment prompt and can buy licenses right there.
- You need at least one supervisor and one countable location first.
4. Start counting (Supervisor)
The supervisor activates the job on site. This re-checks your subscription but does not use another license. Activation starts the 72-hour collection window.
5. Scanners join and scan
Open the job's People panel → Invite Scanners (or show the QR from the mobile app). Scanners scan the QR code in their app and they're in.
Access lasts until 48 hours after joining, or 2 hours after the job's planned end — whichever comes first. Need to lock someone out? Revoke them from the People panel. Regenerating the QR code kills the old code but doesn't kick out anyone who already joined.
6. Wrap up (Supervisor)
When the floor is done:
- Click Go to Closeout. Phones can no longer upload (unsent scans stay safely on the devices).
- Fix any duplicates and flagged records in the console.
- Generate the Inventory Summary (Final) report — the job can't complete without it.
7. Complete
Complete the job. QuantalCount saves a copy of the product list at that moment, so your reports stay correct even after you upload a new catalog later.
Need to count a bit more? Reopen moves the job back to Active and phones can upload again.