Count stock and post adjustments
Run a stock count by rack, record differences as stock adjustments with reasons.
- 1
Print a count sheet
Use the stock report filtered by location and category, sorted by rack.
- 2
Count one aisle at a time
Freeze sales of that aisle briefly or count before opening.
- 3
Enter differences
Create a stock adjustment for each difference with a reason (damage, theft, count).
- 4
Review the value
Check the adjustment total before saving.
- 5
Repeat monthly
Cycle-count fast movers monthly, everything else yearly.
Sorting by rack and row gives counters a walking order. See bin locations.
Common questions
- Is there a stock-take module?
- Counts are done with reports and stock adjustments.
- Do adjustments change cost reports?
- Yes, they record a loss or gain at cost.