Stock take (physical count)

Print a count sheet, count the shelves, and reconcile what the system thinks vs what's actually there.

4 min read · Products & inventory

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The periodic ritual that keeps inventory honest: print a sheet, walk the shelves, count what's real.

Print a count sheet

  1. Open Stock reports.
  2. Click Count sheet.
  3. Filter the sheet by location, category, or search — e.g. one rack at a time.
  4. Tick the rows to include (or leave the selection empty to cover everything you filtered).
  5. Print — thermal printers get a compact 2-lines-per-item sheet with a "Phys: ____" write-in; otherwise it prints as a normal A4 sheet.

Tip: Turn off the "show system quantity" option for a blind count — staff count what's actually on the shelf instead of copying the number they expect.

Reconcile the count

Back at the screen, compare the physical counts to system stock:

  • Counts match → nothing to do, that's the audit done.
  • Mismatches → correct them as stock adjustments — each writes an adjustment movement the ledger can explain later.

Cadence that works

  • Full store — monthly or quarterly
  • One category/rack — weekly rotating counts catch problems while they're small
  • After any count shock — recount the same shelf before adjusting; counting errors outnumber real shrinkage

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