A stock count matches the stock in the system with what is really on the shelves.
The blind count
The employee who counts does not see the expected quantity, so they count what is really in front of them instead of agreeing with the number. Only the manager sees the expected quantity and compares.
The steps
- Open Inventory, then Stock counts and press Start a count for a branch.
- Scan the packs on the shelf, or search a product and type how many you found.
- Finish counting and the system shows the differences (surplus or shortage for each product).
- Review and apply them: every difference becomes a stock adjustment recorded under your name.
Important notes
- You can keep selling while counting. The system works the difference out correctly despite new sales.
- Products that were not counted stay as they are.
- You can cancel the count and nothing changes in the stock; it is kept as a cancelled count.
- A count needs the "Count stock" permission and belongs to the plans that include it.
Counting with photos
Instead of scanning packs one by one, use Shelf Reader and choose the Stock count purpose: the snap is compared with the system and sent to the count for you to review the differences.
Tip: count one shelf a day instead of the whole store once a year, so your stock stays close to the truth.