Count your stock

A stock count checks what is really on your shelves against what the system says you own. Nothing changes until you apply it.

Steps

1. Open Inventory and press Stock count beside the tabs.
2. Press Start a count (or Continue if one is already open).
3. Narrow the list to the part of the warehouse you are counting: Inventory or Components, a category and a subcategory.
4. Press Scan and scan each item's label: every scan counts one more. A tagged unit's tag marks that unit seen.
5. For anything counted by hand, type the number in its row.
6. Check the table: Owned, Counted and Off by for each item. Tick Only what was counted to see just what you have done.
7. Press Apply and confirm. Each count becomes Quantity owned, plus what is out on jobs.

Or press Discard to throw the count away.

Good to know

• Each item shows when it was Last counted and by whom. Each count keeps who applied or discarded it.
• Only one count is open at a time. Starting another tells you whose is open, so you continue it or apply it first.
• A tagged unit that was not seen is named after you apply. Nothing about it changes on its own: open its page and decide (mark it lost, or scan it next time).
• A kit is counted through its parts, and a service is not stock. Scanning either tells you so.
• An item missing from a pickup is counted as owned and out, so it does not show as missing twice. See Damaged and missing items.
• Counting needs a role that can change products.

If something goes wrong

• "A count is already open." Someone else started one. Continue it, or apply it first.
• A scan answers with an order or quote. You scanned the paperwork. Scan the item's label instead.