Inventory Management
Stock Counts
Record end-of-period stock counts on count sheets built around your site, then review how your inventory performed.
In this article
Introduction
Stock Counts is part of the wider Periods feature in the Inventory Management module. Stock periods give you one place to enter final stock counts and review inventory performance for the period.
Stock Count Sheets
Tailored to each site, so counts follow the way that site stores and counts its stock.
Counts submitted
Final counts are entered and submitted for the period.
Stock and reporting
Stock on hand is updated, and period reporting shows performance and any variances.
Stock Count Sheet States
Each stock count sheet moves through these states:
Pending
Open for counts
The count sheet is open and counts can be entered.
Counted
Ready to check
The count sheet is marked as counted and ready to be checked. Counts can't be entered.
Approved
Counts closed
The count sheet has been approved. Counts can no longer be entered.
Completed
Period completed
The period containing the count sheet has been completed.
A Counted sheet can be set back to Pending if changes are needed.
Stock Count Articles
For more on stock counts, see: