Stock Take

A Stock Take involves physically counting the materials in a warehouse and comparing the result against the system balances. If discrepancies are found, the system adjusts the recorded quantities to match the physical count. It is recommended to perform a stock take at least once a month.

Steps

1. Go to Stock → Stock Take
2. Click + Open Count Session
3. Select the Warehouse to count
4. The system displays all items along with their current system quantities (System Balance)
5. Enter the Physically Counted Quantity in the “Counted” column for each item
6. Review the Variance column, calculated automatically by the system (+ surplus / − shortage)
7. Click Confirm and Close Session — the system immediately adjusts stock balances to match the counted quantities

Tip

Suspend all inbound and outbound movements during the count to ensure accuracy. If you need to pause mid-count, you can save a draft and return to complete it later.