Stock Count

Stock counting is essential for identifying variances between theoretical usage (system calculations) and actual usage (physical counting).

Creating a Stock Count

  1. In the Admin Portalarrow-up-right, navigate to Stock > Counts.

  2. Click Create new stock count.

  3. To add product(s), click:

    1. Add items — Search for and select individual products to include in the count.

    2. Import from .csv — Import stock count data.

    3. Add by category — Add all products from a specific category (e.g., Drinks, Pizza Toppings) in one action.

    4. Add by stock list — Add all products from a stock list.

  4. Fill in the quantities counted for each product.

  5. Click Compare Stock.

The system allows counting in different items for the same stock product. It automatically consolidates to total stock for the stock product.

Example

Coke Inventory

  • Count large deliveries: 9 cases (24 cans each)

  • Count remaining individual units: 3 cans

This results in a total of 219 pieces of Coke.

Last updated