Stock count

Overview

Sometimes stock levels go out of sync with the reality. This is quite normal even on a small scale operation and this is the primary reason for periodic stock counts (stock take) and inventory write offs.

Inventory control > Stock count

Inventory manifest

To count actual items in your stock print Inventory Manifest. This lists all your stock items in the system, and manually record your actual stock items on this. Depending on the number of items in your system, the process can take some time (5-10 minutes).

Inventory Manifest

New stock count

To create new stock count just click on New button. New stock count will be created with stock take date and time.

New Stock Count

Enter Item number or find item using search button.

Stock Count item search

When item is chosen, the system will show the quantity of it in system. Enter the actual quantities and press OK.

Item count

All items appear in Register screen.

Stock Count register

At the end of the process you have to Lock the count, by pressing Lock & Apply button. This will close the currently selected stock count, and it will no longer be possible to make changes to this.

Only when Stock Count is closed, changes will be saved and imported to the system - items will be added to the Stock Adjustment.

To view or print Stock Take Manifest press Print preview or Print button.

Stock Take Manifest

NB! You can delete only open Stock Count. When one Stock count is open, others can not be created.