Introduction
The Stock Counts feature is part of the wider Periods functionality and is used to record and manage end-of-period stock counts.
Available within the Inventory Management module, Stock Periods provide a central place for users to enter final stock counts and review inventory performance for the period.
Stock counts are recorded using Stock Count Sheets, which can be tailored to each site. This allows sites to structure their count sheets in a way that suits how they manage and count their inventory.
Once counts are submitted, they are used to update stock on hand and support reporting for the period, helping users understand performance and identify any variances.
Stock Count Sheet States
Information on each of the states that stock period count sheets flow through:
- Pending: The stock count sheet is open and counts can be entered.
- Counted: The stock count sheet is still open, but has been marked as counted to be checked so counts cannot be entered. The count sheet can be marked as Pending if changes are required.
- Approved: The stock count sheet has been approved. Counts can no longer be entered.
- Completed: The period that the stock count sheet is within has been completed.
Stock Period Articles
For information on stock periods, see:
- Stock Counts: Enter & Approve
- Stock Counts: Results & Reporting
- Stock Counts: Roll Back
- Stock Counts: Managing Count Sheets
- Stock Counts: FAQs & Troubleshooting
For information on the overall Periods feature, Click Here.