Sometimes, you’ll want to do a physical count of the stock level in your warehouse to check it against the system’s numbers. A count sheet can help you do this quickly and once you’re done, stock adjustments can be made easily from the same screen to correct discrepancies found during the count.
Please note this is a Premium only feature. To count stock in the Regular or Free editions you’ll want to pull an Inventory Summary Report and then use the Adjust Stock feature to adjust any discrepancies.
To Create a Count Sheet:
- Go to Main Menu > Inventory > Count Sheet
- Click the Add Items By… button and choose to add items by Products or by Location.
To add by Products:
- Select the items on the left that you would like to include in your count and move them to the table on the right using the buttons in the centre
- Once you’re satisfied with the list on the right, click Select
To add by Location:
- Select the locations within the window that you’d like to add to the count sheet
- Click Add
Once you have the items in the count sheet you can print it out in order to complete your count. When you’re ready to start your count you must click the Take Snapshot button to record the inventory numbers you have right now. Keep in mind that this doesn’t prevent you from continuing business but as a general best practice we’d recommend against that until you’ve finished your count.
Once you’ve finished entering the counted numbers you will see the ability to complete a Stock Adjustment based on your counted levels.
When you’ve completed the count sheet a record of the change will be made and your count sheet will be saved for later.
Still unsure, or looking for more info?
Have a look at our Count Stock tutorial video for a closer look.
