Stock count step by step
A stock count has four steps: start, count, close and verify. Closing only locks the counts; stock changes when you click Verify & Apply, which records adjustment movements for the differences.
- Start – on the Inventory page click New Inventory, choose the warehouse and the count type, then click Start Inventory. The count is filled with the items on record in that warehouse and their expected quantities.
- Count – enter what you actually found in the Counted column; Difference shows the gap. If you find a product that is not on the list, use Add unexpected product. You can also load counts from a file with CSV import, and save as you go with Save Counts.
- Close – Close Inventory locks the counts. They can no longer be edited, but stock has not changed yet.
- Verify – on a closed count, Verify & Apply records an adjustment movement for every difference and sets stock to the counted quantity. This cannot be undone.
An open count can be discarded with Cancel Inventory; a closed or verified count cannot.
Discrepancy report CSV downloads the differences. The movements created on verification appear on the Movements page as Adjustment.
Closing and verifying need the same permission as starting a count.