Steps
- 1
Start a count
In the “Counts” tab of Products and stock press “New count”. Choose the count date; if you wish, limit it to a warehouse or product group.
- 2
Count the products
Type the counted quantity next to each product. You can scan a barcode and press Enter to find the product. At the top you see how many products have been counted.
- 3
Review the differences
Use “Show differences only” to filter shortages and surpluses, and “Show uncounted” to find the ones you skipped.
- 4
Complete the count
When you complete it, the stock of products with a difference is corrected to the counted quantity. Uncounted products are left alone.
- 5
Know the rule
A completed count cannot be changed, only cancelled; on cancellation the corrections are reversed. Records dated on or before the count date cannot be entered for counted products.