Inventory
Stocktaking
Perform a periodic stocktake to reconcile actual warehouse quantities with system-recorded quantities.
Updated 13 Aug 2026
Description
The Stocktaking page lets you perform a physical inventory count and compare it against system-recorded quantities, to detect discrepancies caused by damage, loss, or recording errors, and automatically adjust balances after approval.
Page Components
- "Start New Stocktake" button.
- Selection of the branch or warehouse to be counted.
- A products table showing the system quantity with a field to enter the actual quantity.
- A variance column (surplus/shortage) for each product.
Steps
- Go to "Inventory" then "Stocktaking".
- Click "Start New Stocktake" and select the branch or warehouse.
- Physically count the products and enter the actual quantity for each item (a barcode scanner can speed this up).
- Review the variance column that appears automatically after entering quantities.
- Click "Approve Stocktake" to adjust stock balances based on the actual counted quantities.