Inventory
Count your stock and fix differences
Compare what the system says with what is on the shelf, item by item, and correct the gap.
Before you start
Who this is for
Store teams doing a monthly, quarterly or year-end stock count.
Before you start
- A quiet time to count — ideally with no deliveries or dispatches in between.
Steps
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Step 1: Start a Physical Stock Count
Open Documents and choose Physical stock count.
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Step 2: Pick what to count
Choose a warehouse and load the book quantities — what Inventory thinks is there.
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Step 3: Enter what you counted
Type the counted quantity for each item, scan items with a handheld scanner, or import a count sheet.
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Step 4: Review the differences
Look at the Difference column. Excess and short items are highlighted so you can recount anything that looks wrong.
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Step 5: Post the count
Post the count to correct the stock to what you counted.
What happens next
Your stock balances now match the shelves, and the count stays on record for your auditor.
Questions
Can I count one shelf at a time?
Yes. Filter the count sheet to narrow what is on screen — nothing is removed from the count.
Ready? Try it now.
Open Inventory in a new tab and follow along.