Counting & replenishment

Run and apply a stocktake

Count stock and record the variance as an adjustment.

1 min readUpdated
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Step by step

  1. Open Stocktakes and choose New stocktake.
  2. Choose the location and scope. For a cycle count, select the products or counting class.
  3. Choose Start stocktake and count the physical stock.
  4. Enter the counted quantities and notes. Review the variance when visible.
  5. Choose Apply stocktake and confirm. If approval is required, wait for an owner or admin to apply it.

Good to know

A stocktake creates reasoned adjustments. It does not overwrite movement history. With blind counting, expected quantities stay hidden until the count is applied.

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