Help · Stock

Adjust stock and count stock

  • For: Storekeepers and managers
  • Time: About 15 minutes
  • Part of: Stock

Use an adjustment for one known problem. Use a count to check a whole location.

Steps

  1. To adjust, click Stock > Stock actions, then New adjustment.

    The New adjustment drawer with location, reason, note and a product line
    1. Location
    2. Reason
    3. Product and quantity
    4. Save draft
    Demo data

  2. Choose the Location and the Reason. Click Choose a product, pick Add stock or Remove stock, and type the Quantity. Click Save draft.

    You should see: The adjustment opens as a Draft. Stock has not changed yet.

  3. Click Submit and confirm.

    You should see: It becomes Posted and stock changes. A large one may wait for approval first.

  4. To count, open the Stock counts tab and click New count. Choose the Location and click Start count. Tick Count only some products to count part of the shelf.

    A stock count sheet with the system quantity and a box to type the counted quantity for each product
    1. System quantity
    2. Counted
    3. Save counts
    4. Finish counting
    Demo data

    You should see: A count sheet lists each product with the quantity the system expects.

  5. Type what you found in Counted for each line. Click Save counts. You can come back later.

  6. Click Finish counting. Choose a reason for each difference, then click Submit count.

    You should see: The differences are posted to stock. Large ones go for approval first.

If something goes wrong

I cannot submit

Your role may not allow posting adjustments. Ask a manager.

I finished a count with a wrong number

A posted count cannot be changed. Make an adjustment with the reason Correction of a data entry error.

Sales happened during the count

Count when the shop is closed or quiet. Sales made meanwhile cause differences.

Still stuck? See Fix common problems.

Next steps