Stock counts
How to start a stock count for a site, check the physical cards, and write off what you couldn't find.
A stock count checks that what’s on record matches what’s actually on the shelves. You count one site at a time, and the stock on hand when you start is what gets counted.
Start a stock count
Open stock counts
Open the Stock counts tab in Inventory and click Start stock count.
Choose the site and reason
Choose the site to count and check the Reason. It starts as Routine stock count.
A single count can cover up to 5,000 units. If the site already has a count in progress, you pick that one up again instead of starting a new one.
Count the cards
Scan each card’s stock label to mark it as counted. There are two ways to do this:
- Scan stock labels one after another in the putaway app’s stock count screen. The app’s count works once you’ve started the count in the console.
- In the console, scan a label or type a number into Label or asset number.
You can also click Mark as counted on each unit in the list. The same card on the same shelf is grouped on one line, so you can count them all at once with Mark N as counted. If you make a mistake, use Undo count.
Filter the list by All, Not found, Not counted or shelf. Units shipped out or moved during the count are marked Shipped out or moved during the count and aren’t counted as missing.
Complete the count
Choose to complete
When you’re done, click Complete stock count. The numbers counted and not counted are shown.
Decide what to do with missing units and confirm
Write off missing units as lost is on by default. Leave it on and click Finalize and write off to take the missing units out of stock as lost. To finalize without writing them off, turn it off and click Finalize results.
Missing units you didn’t write off can be written off later with Write off as lost on the count. Written-off units drop out of stock and valuation, and the loss is recorded in each unit’s history.
To stop partway, click Cancel stock count and enter a reason. The counts recorded so far are kept.
Put found stock back
If a unit written off as lost turns up, open the unit and choose Mark as found from More actions. Choose the shelf and a reason, and it returns to its earlier status. A unit that was on hold before it was lost goes back on hold.
If you find cards that aren’t on record during a count, create a receipt slip from the count’s receipt from a stock count link. How to fill in a receipt slip is covered in Receiving stock.