Regular stock counts give you an accurate picture of what you actually have on hand versus what your system thinks you have, so you can catch shrinkage, prevent surprise stockouts, and keep your cost and profitability numbers trustworthy.
Count inventory by importing an excel file
You can override current inventory levels in bulk after performing an inventory count in excel.
In the Back Office, go to Products > Inventory.
Download the inventory by clicking the count button and download count sheet.
Add the file into Excel or Google Sheets.
Count the inventory in the New Count column.
Make sure the file is saved as an .xlsx file.
Upload the new count by clicking the Count Inventory button. Select upload count sheet.
Preview the new count to make sure it is correct.
Save the count to add the new values.
Do a full or partial stock count in the App
Setup the stock count
A stock count can be setup in the Back Office or App.
In the Back Office go to Products > Inventory. Select Count at the top right of the screen and Create Count.
In the App go to Inventory > Counts > Select the plus button.
Give the new count a name.
Select if the count is a full count of all inventory tracked products or a partial count. For a partial count, you can add individual inventory tracked products or add full reporting categories or tags.
Perform the count in the App
In the app go to the count and select the open count.
Add the new count for each product in the field.
Once you have finished with the count, select review.
Review the permissions in the Back Office to customise what each role can do. It is possible to customise which roles can create and approve counts, and which roles can only count.
In the review stage in the app, the count can be changed for a product.
Select finish count once the count is finalised.
It is also possible to approve a count in the Back Office by going to Products > Inventory > Count and selecting the open count.
There can only be one full count open at a time and multiple partial counts open if different types of stock are being counted at once. It is advised to not add the same product to many partial counts to ensure that the count is correct. The system will take the last submitted stock count as the source of truth.
It is also advised to not have product sales while performing a stock count to ensure the count is accurate.
View previous stock counts
In the Back Office, go to Products > Inventory > Counts. Select a count that has been approved.
Selecting the count will display the results of the count including the variance per product.
To download the count, select the … button in the top right of the screen.