Stock takes

Stock takes are physical counts you compare against your inventory records. Differences become adjustments.

Why stock takes matter

Even with perfect process, real-world stock drifts from the system:

• Items get used without being recorded.
• Damaged items are discarded informally.
• Receipts are recorded incorrectly.

Regular stock takes (monthly or quarterly) keep the records honest.

Running a stock take

1. Inventory → Stock Takes → New stock take.
2. Pick a location — usually one location at a time.
3. Pick a scope:
   • Full — count everything.
   • Category — count only specific categories.
   • Cycle — count items not counted in the last X months.
4. Click Start.

The system generates a count sheet listing every item in scope.

Counting

Either:

• Print the count sheet, write counts by hand, enter them into the system.
• Use the mobile app — scan barcodes, type the count, submit.

Reviewing variances

When all items are counted, the system shows the variance report:

• Recorded — what the system thought you had.
• Counted — what you actually counted.
• Variance — the difference.

For each variance > tolerance, mark a reason:

• Damaged
• Lost
• Theft
• Counting error
• System error

Posting adjustments

Click Post adjustments. The system creates inventory adjustments for every variance, updating stock to match the count.

Audit trail

Every stock take is preserved with:

• Who counted what.
• The variance and reason for each item.
• The adjustments posted.

Auditors love this.

Next step

QR labels →