Complete, cancel, and review Stocktakes

Overview

• Counts entered during an IN_PROGRESS Stocktake do not become the final reconciled stock position merely because they were saved on screen.
• Complete stocktake sums the counted quantities per stock item, compares them with the current inventory ledger balance, and creates ADJUSTMENT ledger entries only where a difference exists.
• If counted total equals current stock, no adjustment entry is needed for that item.
• After completion, the Stocktake becomes read-only and its count becomes the latest confirmed physical position.
• Cancel stocktake keeps the session/history as CANCELLED but does not apply its saved counts to inventory.

When to use this

• Complete only after staff are satisfied the count is real; Cancel when the session should be abandoned and none of its counts should affect inventory.

Step-by-step

1. Make sure every line is Saved.
2. Choose Complete stocktake.
3. Wait for completion; MiniTill may briefly retry safe database conflicts.
4. Review Current stock after completion.
5. To abandon instead, choose Cancel stocktake before completion.

Common mistakes

• Do not cancel expecting the entered counts to become Current stock.
• Do not edit a completed Stocktake as though it were still active; completed records are read-only.
• Do not start another Stocktake to correct one obvious mistake without first understanding the resulting ledger adjustment.

Troubleshooting

• If completion says counts are still being confirmed, wait briefly and try again rather than entering duplicate counts.
• If completion says Inventory setup changed, review the item mentioned; its stock record no longer matches the snapshot captured at Stocktake start.