Introduction

For sites using inventory, entering a count for each item of inventory at period end highlights any stock on hand variances, and updates the stock on hand of each product for the start of the next period.

At the end of every period you must declare a count for each active inventory item which:  

• Had an opening count greater than or less than zero at the start of the period, and/or
• Had any movements (e.g. sales, wastage, orders, transfers) throughout the duration of the period.  

Stock counts are entered into Stock Count Sheets, which can be customised to meet individual count requirements. 

If using the Mid-Period Counts feature, ensure that the period is in the correct state when entering counts. 

Entering Stock Counts

To enter stock counts, head to Period Management > Periods and against the period select [Stock Period]. 

Within the stock period:

• Ensure that the period is in Pending state. (More details Here.)
• In the Count Sheets section, against the required stock count sheet select [Edit].

Within the stock count sheet, enter counts into the relevant Quantity column(s).

Note that:

• Counts can be entered into multiple quantity fields against the same row if required. The overall count total will be summed up based on the different pack sizes. 
• A green checkmark indicates that your count has been saved. If you do not see this, stop the count and check your connection.   

Once all counts are entered select either: 

• [Approve] to mark the count sheet as fully complete. 
• [Counted] to mark the count as counted, but requiring additional checks before approval.

Repeat for each count sheet in the period until all products are counted and all count sheets are Approved. 

Once counts are complete you can Review Period Results.