Count stock and post adjustments

Run a stock count by rack, record differences as stock adjustments with reasons.

  1. 1

    Print a count sheet

    Use the stock report filtered by location and category, sorted by rack.

  2. 2

    Count one aisle at a time

    Freeze sales of that aisle briefly or count before opening.

  3. 3

    Enter differences

    Create a stock adjustment for each difference with a reason (damage, theft, count).

  4. 4

    Review the value

    Check the adjustment total before saving.

  5. 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.