Count the stock

A stock take is a physical count of a warehouse. Each line compares what was counted with what the book says, and records how the difference is handled.

Where

Inventory › Counting › Stock Take

Who

Storekeepers count; approvers approve.

Press + New stock take. Choose the Warehouse, the Count date and the Scope: Whole warehouse or One commodity group. You can say Why this count is being made. Press Start count.

The sheet opens with one line per shelf position. Book is what the system believed when the sheet was opened. Type what you found in Counted; the Difference is worked out.

Every line that differs needs a Handling, and you can give a Reason. Write off and Adjust the book move stock; Recount and Leave for review move none.

Press Save the count as you go, then Submit for approval.

The list shows Number, Warehouse, Count date, Lines, Variance, Status, Counted by and Approved by. The sheet’s head also says when the book was frozen. View PDF and Download give you the sheet to print.