Inventory Management
Stock Counts: Enter & Approve
Enter your end-of-period counts, highlight any stock variances and set the opening stock for next period.
In this article
Introduction
For sites using inventory, entering a count for each item at the end of the period highlights any stock on hand variances. It also updates each product's stock on hand ready for the start of the next period.
At the end of every period, you must count every active inventory item that:
Had an opening count
Its opening count at the start of the period was anything other than zero.
Had movements
It had any movements during the period, such as sales, wastage, orders or transfers.
Counts are entered into Stock Count Sheets, which can be customised to suit how each site counts.
Using Mid-Period Counts?
If you use Mid-Period Counts, make sure the period is in the correct state before you enter counts.
Entering Stock Counts
1
Open the stock period
Go to Period Management > Periods and select Stock Period against the period.
2
Check the period is Pending
The period needs to be in Pending state before you enter final counts. Find out more about period states.
3
Open a count sheet
In the Count Sheets section, select Edit against the count sheet you want to count.
4
Enter your counts
Enter counts into the relevant Quantity columns. You can enter counts into more than one quantity field on the same row, and the total is worked out from the different pack sizes.
Look for the green tick
A green tick shows your count has been saved. If you don't see it, stop counting and check your connection.
5
Approve or mark as counted
When all counts on the sheet are entered, select one of:
Approve
The count sheet is fully complete.
Counted
Counting is finished, but the sheet needs more checks before it's approved.
6
Repeat for every count sheet
Carry on until every product is counted and every count sheet is Approved.