Run a Stocktake

Overview

• Only one Stocktake can be IN_PROGRESS for a Store at a time.
• Starting Stocktake snapshots the tracked items, Storage Areas, units, conversion factors, and the system stock at that moment.
• The count screen is grouped by Storage Area and saves counts automatically.
• An unfinished Stocktake can be resumed later from the Stocktake page.
• Recent Stocktakes remain available as COMPLETED, CANCELLED, or IN_PROGRESS records.

When to use this

• Run Stocktake at a repeatable operational time when staff can physically inspect the relevant stock without large unrecorded movements happening at the same time.

Step-by-step

1. Confirm Inventory setup says Ready for stocktake.
2. Choose Start stocktake.
3. Walk through each Storage Area in order.
4. Leave correct starting values unchanged, use +/− for small differences, or type the real count for a larger difference.
5. Watch each line reach Saved state.
6. Resume later if necessary.
7. Choose Complete stocktake only after the physical count is finished.

Common mistakes

• Do not start a second Stocktake when one is already in progress; Resume the existing session.
• Do not complete while any line is still Saving or has an error.
• Do not change Inventory setup mid-count unless necessary; completion can reject a Stocktake if the underlying stock record no longer matches its start snapshot.

Troubleshooting

• If Start is disabled, review the readiness issues shown above the Stocktake history.
• If a line shows Retry/error, correct the count/network issue and make sure it reaches Saved before completing.