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Counts and stocktakes

Count a location and let the platform write the differences as adjustments.

Updated 23 September 2026

Why
Shelves drift from the books, and a count is how you bring them back.
What
A count lists every line at one location with what the ledger expects; closing it writes one adjustment per difference.
How
Open a count from the Locations view of /app/stock, enter what you find and close it.

Run a count

  1. Step 1.

    In /app/stock, choose Locations, then Count this location on the row.

  2. Step 2.

    Enter the figure found against each item in Counted. Variance fills in as you go.

  3. Step 3.

    Choose Close the count and confirm.

Closing writes every non zero variance as an Adjustment, in one transaction, and tells the team in Activity. A line left blank is not adjusted.

Who does what

StepRole
Open and close a countEngineer and above
Enter counted figuresOperator and above

Recent counts, under the locations, shows each count's status, how many lines are counted and how many carry a variance.

For one item on one shelf, the Count action on the Scan station is quicker. See Scanning stock.