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.
Do a full stock count in the Back Office
In the Back Office go to Products > Inventory. Here you will see an overview of your inventory. Click ‘Count inventory’ to start a count.
Here you will see a list of all products with inventory tracking enabled. Adding a number into the counted field will populate the product with a new stock count.
To add a product that has not yet got inventory tracking enabled, click select products > Filters > Select the reporting category or tag to see all of the products. Click all of the selection, or select which products that you want to add into the count. Add the products into the count will automatically enable inventory tracking.
At the top of the count, you will see how far through the count you are and the total variance value.
Once the new stock has been added into the count, the variance will be displayed. These values show the amount of stock that is missing per tracked item and the value of waste based on the last purchase price entered.
If the counted value has not been edited for an item, the system will keep the stock count as the expected count.
If 0 is added in a count, the stock will be counted as 0.
If you only adjust the count for 7/23 tracked items, the stock will only update for items with a new count added.
NOTE: The stock count loads in the browser, refreshing the page will loose the count.
To submit the new stock count, click ‘Update inventory’.
To submit the new stock count, click ‘Update inventory’. There is an option to export the count for your records as a spread sheet.
The inventory will be updated for all items with a new count added.
Do a partial stock count in the Back Office
In the Back Office go to Products > Inventory. Here you will see an overview of your inventory. Click ‘Count inventory’ and ‘Partial inventory count”.
The count works the same way as performing a full count, as documented above.
However, in the partial count you can select products and categories that you would like to count.
Click Select products > Filters > Select the reporting category or tag to see all of the products. Click all of the selection, or select which products that you want to add into the count.
If the product does not already have inventory enabled, adding it to the count will start the tracking.
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 download icon which is above the table at the right.
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.