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Stock Counts

Count what is physically at a location and reconcile it with the system.

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Written by Zachary Marble

Stock > Stock Counts: count what is physically at a location and compare it with the system quantity.

Statuses

A count moves through Draft, Started, Counted, and Completed (or Canceled). The list shows who started and completed each count.

Create a stock count

Click New Stock Count and fill in:

  • Stock location: where you are counting.

  • Prefill option: Empty (add items manually), Pre-filled in-stock (all of the location's in-stock items), or Pre-filled (all items).

  • Notes: optional.

Differences found by a completed count are corrected with a stock adjustment that references the count number.

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