Skip to main content

Counting stock with Stocktake

How to do a physical count: search a product on the Stocktake tab, enter what you counted per entry, review the variance and save.

J
Written by James Shepherd

Use this article to do a physical stock count on the Stocktake screen and save the new on-hand quantity. Stocktake is the physical count screen in Shop+. You tell Shop+ what is actually on the shelf and it adjusts the on-hand quantity to match.

1. How do I find the product on the Stocktake screen?

To find the product to count, go to Products → Inventory → Stock → Stocktake. Type a product name or SKU in the search box, or scan a barcode, and click the product.

Stocktake search

2. How do I enter what I counted?

The Stocktake count screen shows Expected (what the system thinks you have), Counted and the difference (Δ). Below, each inventory entry has its own count box with − and + buttons.

Count screen

Type the number you counted in the count box of each entry. The variance for that entry (for example 3 → 2 (-1)) and the totals at the top update as you type. Click Save on the entry.

Variance shown before saving

3. How do I check the stocktake result?

After you save the count on the Stocktake screen, Expected matches Counted and the on-hand total on the On Hand tab reflects the new count.

Expected and Counted after saving

Tip: Use Refresh counts at the bottom of the count screen if stock changed elsewhere while you were counting.

Did this answer your question?